How to Add/Edit/Delete Bank Account

Go to Bank account to Add/Edit/Delete bank accounts.

You can see a box “Add Bank Account” at left and a grid contains all available bank accounts at right.

Add bank account

To add bank account, enter details at “Add Bank Account” box and click “Submit” button. This will add bank account and grid will be updated with this.

Edit bank account

To edit bank account, choose bank account from grid and click “Edit” button. You can search bank account from the textbox at top right of the grid. This will open a popup with the details filled. Update the details you want and click “Submit” button. Click “Close” or press “Esc” to cancel edit and close popup.

Delete bank account

To delete bank account, choose bank account from grid and click “Delete” button. You can search bank account from the textbox at top right of the grid. This will open a confirmation popup with “Yes” and “No” buttons. Click “Yes” to delete and “No” to cancel delete and close popup. Remember, if you delete any bank account, all related data with this bank account, like cheque books and cheques will be delete permanently.

Facebook Comments