Banks

 

Banks is used during all payment process. We have to enter all banks with which we are dealing.



With help of this section you can do below things,
  • Create New Banks For Project.
  • Edit Existing Banks.
  • Remove Banks.
  • View Bank’s Statement Report
 
To Add/Edit Banks Type:
Simply goes to Left panel=> Banks => Add Banks

In Add Banks Form user need to add details about Banks. This will be used during Payment Receive.

Add Banks Form Contains below fields.

Name: This field is compulsory so user must to enter name of bank Account

Number: In this field user need to enter account number.

Branch Name: In this field user need to specify branch name of bank.

IFCS Number: (Indian Financial System Code) In this field user need to enter IFCS code of bank-branch.

After entering Banks details user can choose Active or De-active status of Bank type. Purpose of Active and De-Active Status is those users can temporary hide Banks details while doing Payment Receive.

To Delete Bank:
You are allowed to delete bank only if bank is not assign to any project and you can do it in bank listing with  Icon.

To View Bank’s Statement:
You can show Bank’s statement by clicking on Statement Report  Icon.