Bank/Branch Maintenance

In this article learn HOW TO:

  • Add, Edit, and Delete Banks
  • Add, Edit, and Delete Branches
  • Add, Edit, and Delete Regions
  • Add, Edit, and Delete Participating Banks

Bank Maintenance

Bank Maintenance allows a Bank to be added or edited (if needed) if more than one bank is used within AccuAccount. the Bank's Privacy/Disclosure Statement to be added which will be shown when Audits are built. An Administrator must have their Security Level set to Super User in order to have access.

Add a New Bank

  1. From AccuAccount menu, Select Admin
  2. Select Bank Maintenance
  3. Select Add a New Bank link
  4. Define the following:
    • Bank Name
    • Bank Code: (A Unique identifier)
    • Privacy/Disclosure Statement
  5. Select Update

 Edit an existing Bank

  1. From AccuAccount menu, Select Admin
  2. Select Bank Maintenance
  3. Select the Edit icon next to the Bank Name
  4. Make necessary changes
  5. Select Update

Delete a Bank

If there is a Delete Icon in the Action column, the Bank is not yet associated with any loans/accounts or customer and can be deleted.

  1. From AccuAccount menu, Select Admin
  2. Select Bank Maintenance
  3. Select the Delete icon next to the Bank Name
  4. Confirm by selecting Yes

Branch Maintenance

For more information on the Level of Branch Security see the following article

 

Add a New Branch

  1. From AccuAccount menu, Select Admin
  2. Select Branch Maintenance link
  3. Select Add new Branch 
  4. Define the following:
    • Branch Name
    • Branch Code: (A Unique identifier)
    • Region: (if defined, see the following article)
  5. Select Update

When adding a Branch you will also have the Manage Regions link available.

 

Edit an existing Branch

  1. From AccuAccount menu, Select Admin
  2. Select Branch Maintenance
  3. Select the Edit icon next to the Branch Name
  4. Make necessary changes
  5. Select Update

Delete a Branch

If there is a Delete Icon in the Action column, the Bank is not yet associated with any loans/accounts or customer and can be deleted.

  1. From AccuAccount menu, Select Admin
  2. Select Branch Maintenance
  3. Select the Delete icon next to the Branch Name

Region Maintenance

Add a New Region

  • From AccuAccount menu, Select Admin
  • Select Region Maintenance
  • Select Create New Regions link 
  • Define the following:
    • Region Name
    • Region Code: (A Unique identifier)
  • Select Add

When adding a Region you will also have Manage Branch link available.

 

Edit an existing Region

  1. From AccuAccount menu, Select Admin
  2. Select Region Maintenance
  3. Select the Edit icon next to the Region Name
  4. Make necessary changes
  5. Select Update

Delete a Region

If there is a Delete Icon in the Action column, the Bank is not yet associated with any loans/accounts or customer and can be deleted.

  1. From AccuAccount menu, Select Admin
  2. Select Branch Maintenance
  3. Select the Delete icon next to the Region Name

Participating Bank Maintenance

For more information on Participating Bank Maintenance, click the following link Participating Bank Maintenance

 

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