Bank List
The Bank List page allows authorized users to view a list of all existing banks, add new banks, or edit existing banks.
To access the Bank List page, go to Maintenance > new world ERP Suite > Banks.
Click here for more information on the fields on the Bank List page.
| Field | Description |
|---|---|
| Description | The description of the bank. The description is a hyperlink that you can click to view and edit the bank information. |
| Routing Number | The bank’s routing number. |
| Accounts | The number of bank accounts associated with the bank. |
| ACH Bank Name | The name that appears in the ACH money transfer record. |
Delete a Bank
To delete a bank from the Bank List page, select the bank in the list to highlight it and click Delete. If you are on the Bank page, click Delete.
The Delete button is hidden or disabled if you do not have the appropriate security permissions. If you are authorized, when you click Delete you are prompted to confirm the deletion.
Refresh the Page
If needed, click Refresh to repopulate and update the list to include any changes other authorized users may have made.
Export Bank Data
To include the bank information in an export file, click Export. This opens the Data Export dialog box, where you can define the export criteria to include in the export file.
Print a Bank Listing
To print a report of all banks, click Print. On the Print Bank List dialog box, click OK to submit the listing to myReports.