Bank Management
This module allows you to manage the list of banks used within the system, primarily for associating with employee bank accounts for payroll transfers.
Overview
Maintaining an accurate list of banks is essential for generating correct bank transfer files or instructions for payroll distribution. This section covers managing the bank names recognized by the application.
Managing Banks
Follow these steps and guidelines to manage bank records:
1. Search Banks
Use the main search bar at the top to quickly find banks by name.
2. Add or Edit a Bank
Click the Add New button to add a new bank, or the Edit icon in the table to modify an existing one.
- Name: Enter the official name of the bank. Required, max 255 characters.
Click "Create" or "Update" to save the bank name.
3. Review Bank List
The main table displays the list of added banks. You can:
- Sort Data: Click on column headers (Name, Created At) to sort the table accordingly.
- Control Entries: Use the dropdown above the table to change how many records are shown per page (15, 25, 50, 100).
4. Delete a Bank
Click the trash can icon in the table row. You will be asked to confirm the deletion. If confirmed, the bank will be permanently removed. Note: Ensure the bank is not associated with any active employee bank accounts before deleting.