Information on the banks of the company is recorded using the Bank Branches option. The Bank Branches option is located under the Definitions menu of the Finance module. The icons on the Bank Branches list and the options of the Info, Related Records and right click menu are used to record new bank definitions or to modify existing definitions.
| New | Used to define a new bank branch. |
| Update | Used to modify bank branch information. |
| Delete | Used to delete the bank branch definitions. Active bank branch definitions cannot be deleted. |
| View | Used to view bank branch definitions. The information displayed using this option cannot be changed. |
| Copy | Used to copy selected definition information. |
Change Status | Used to modify the status of bank branch definitions. This field has two options: Active and Passive. Passive definitions cannot be used on slips and invoices. | |
Start Template | Used to record macro for any transaction by bank branches list. | |
Finish Template | Used to finish macro-defining steps. | |
Load from Template | Used to load data from template. | |
| Related Records | |
Accounts | Used to access bank accounts. | |
Transactions | Lists the bank transactions according to the specified filter criteria. | |
| Info | |
Account Status | Lists the bank account totals. | |
Extract | Lists the bank transactions by including transaction slip information along with total information. | |
Record Info | Displays the time and the user of the first registry and the last modification of the bank branch definition. | |
Tracking | Used to reach and view system-tracking records. | |
Refresh | Used to refresh the Bank Branches list. | |
Preferences | ||
Line Coloring | Used to color the lines of bank branches list according to the specified criteria. | |
Back to Defaults | Displays the window dimensions with the size defined in the program. | |
Save Settings | Used to save bank branches list settings. | |
Save General Settings | Used to save general settings. | |
Number of Records | Used to list the number of recorded bank branches by type and in general total. | |
Reporting | ||
List Report | Used to report the records of bank branches list collectively. | |
Grouped List Report | Used to list the bank branches by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records in bank branches list. | |
Clear All Selections | Used to clear all selections. | |
Toggle Selection | Used to toggle the selections in list. | |
Table Characteristics | Used to record the columns to be displayed on the Bank Branches List and their order. |
