Set up a Bank

Security Note: You need the Allow the user to maintain banks security right in the Marketing user group security rights group for this activity.

Activity Steps

1. Open the Bank Editor.
2. Right-click in the Bank field group and select New from the menu.
3. Update the Bank name if required.
4. Enter a Bank Code if required. The maximum length is 255 characters.
5. To enter a bank branch:
   1. Select the bank.
   2. Right-click in the Bank Branch field group and select New from the menu.
   3. Complete the following fields.
      • Bank Branch—Name of the branch.
      • Address
      • Branch Number
      • City—Select from the cities defined in the Country Editor for the selected Province/State.
      • Province/State—Select from the provinces/states defined in the Country Editor for the selected Country.
      • Country—Select from the countries enabled in the Country Editor.
      • Postal Code
6. Click Save.