Bank Update

The process to edit existing details of the Bank

The process to Edit the existing Bank details

Navigation: Menu > Masters > Search for the Banks App > Banks Listview > Select the Bank > Edit (Pencil Icon)  


If user wants to update the already existing Bank details, user needs to click on ‘Edit’ option at the top right corner and fill in the required details.

Edit Bank

Field name Description
Bank Name By default system shows the existing Bank Name; if user wants to change it, enter the name of the Bank
Short Code By default system shows the existing Short Code of the Bank; if user wants to change it, enter the short name of the Bank (abbreviation)
Payment Type By default system shows the existing Payment Type of the Bank transactions; if user wants to change it, select the payment mode of the Bank transactions from the drop-down list
Series The system by default loads series as Banks
Bank Logo By default the system contains the image provided while creation of the Bank; if user wants to change it, user can upload an image of the Bank (Logo of the bank) from the local storage
Description Comment or enter short notes about the Bank

Apply the required changes and click on Save.

in Bank