In Bank you can setup any banking institution you do business with. This would not be the specific bank accounts which are a separate table. Examples would include things such as Bank of America, Chase, Wells Fargo, etc. The grid view will display each banks Code, and Name.

You can print or download a list of banks using the printer or excel icons on the right above the grid view.

You can search for banks using their code or name.
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There are action buttons on the right for each bank to edit or delete the banks; however, you may not delete a bank that has been configured for the organization or linked to a bank account.

When adding a new bank or editing an existing bank a screen will display allowing you to populate the Code and Name. You can define your code and name for each bank in this table.

