How_do_I_change_a_bank_record_in_an_application_

How do I change a bank record in an application?

Follow these instructions to add a master bank record saved in System Management to the Bank table in an interfaced application such as Cash Receipting, General Ledger, Utility Management, and so on.

 

Changing a bank record in an application

1. Open Connect [Application Name] > Organization > Banks.

2. Use the Lookup bar to enter the bank number.

3. Press Enter.

4. Click Edit This Bank in System Management.

The Master Bank table in System Management launches. This link displays only when the user has rights to edit bank information in System Management.

5. Edit the bank properties.

6. Click Save (CTRL+S).

The master bank record has been updated in System Management and in the interfaced application.

 

 

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