Setup & Manage Banks in D4W

Setup & Manage Banks in D4W

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Below is how to Add New Bank Account, Reassign Bank Account to Another Location and Make Bank Account Inactive (hidden).

Add New Bank Account

  1. Go to Location Setup > Banks tab
  2. Record menu > New Record / Click New Record icon 
  3. Enter the bank account details in the required fields
    1. Bank Account Name
    2. Bank Name
    3. Branch Name
    4. Branch Number (BSB)
    5. Account Number

Reassign Bank Account to Another Location

To move a bank account from one location to another location.
  1. Go to Location Setup > Banks tab
  2. Select appropriate account from Bank Account drop list
  3. Click Reassign Bank Account
    1. Select where to move it to in To Location
    2. Click OK

Make Bank Account Inactive (hidden)

Mark a bank account as inactive to remove it from the list of available banks while keeping previous data linked to it. 
  1. Go to Location Setup > Banks tab
  2. Select appropriate account from Bank Account drop list
  3. Tick Hide to make inactive

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