Bank Type Overview

Article sections

    Introduction

    Bank Types refer to the various methods or channels through which customers can make payments for goods or services. These modes can include cash, credit cards, debit cards, bank transfers, mobile wallets, electronic fund transfers (EFT), and more. Each payment mode offers different benefits and convenience depending on the customer’s preferences and the organization’s payment acceptance capabilities.

    Stage Workflow

    There are no stages in the bank types.

    Portlets & Widgets

    In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Bank Types App.

    Details

    This widget contains the comprehensive details of the Bank type

    Bank Type Payment modes of the Bank transaction is displayed like cash, online payment, wallet, UPI, or cheque. Bank type refers to the method the customer makes payment for the goods or services received like cash, credit, debit, bank transfers, or digital wallets.
    Description Comments or short notes about the Bank type are displayed

    Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.

    Field name Field Description
    Comments User can write short notes or comment about the Bank Type
    Audit
    Created Date Date when the Bank type is created
    Created By Name of the person who created the Bank type
    Last Updated Date Last stage changed of the Bank type
    Last Updated By Name of the person who last updated the stage
    Status Displays the current status of the Bank type
    Time-Line This widget tracks all the activities within the app.
    Reports

    A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.

    1. Bank Types Masters
    in Bank Type
    Table of Contents