Bank

The bank list is used wherever a bank is chosen: the loan banks of a case, a customer's bank details, and in the Member Portal. Only Active banks can be chosen.

To open it: in the left menu, click Setting > Bank.

Permissions

Set in Role & Permission:

Item	Permission
Bank menu and list	Banks > View
Create Bank	Banks > Create
Edit, Disable / Enable	Banks > Edit

Bank List

1. Search: click the magnifier and type a bank name.
2. Create Bank: opens the form to add a bank. You only see it if your role can create banks.
3. Status tabs: All, Active or Inactive.
4. Bank table: the Logo, Bank Name and Status. Click Bank Name or Status to sort.
5. Action: you see these if your role can edit banks.
   • Edit: opens the bank to change its name or logo.
   • Disable / Enable: click it, then Yes, to change the status. You see Bank updated successfully.

When a bank is disabled, it can no longer be chosen. Cases that already use it keep it, and its name still shows.

caution

A case that uses a disabled bank can't have its banks changed. Enable the bank first, then edit the case.

Create a bank

Click Create Bank.

1. Back: returns to the list without saving.
2. Bank Name (required).
3. Bank Logo (required): click the box and choose a JPG or PNG file of up to 2MB. The best size is 144×144 pixels.
4. Submit: saves the bank. You see Bank created successfully and return to the list. Click Cancel to leave without saving.

A new bank is Active. There is no way to delete a bank; disable it instead.

note

If you choose a file that is not a JPG or PNG, or is bigger than 2MB, it is not added and no message is shown. Check the preview before you click Submit.

Edit a bank

Click Edit on a row, change the name or logo, then click Update. You see Bank updated successfully.