Banks

To configure go to Settings > Portal > Banks Settings > Banks

*Nearly 60k Banks have already been added to the database.

Permission:	Access:	Additional Permissions needed:
Create Banks	Allows a user to create a new bank in the bank database in order to add a new bank account which will be visible in the member area.	No additional permissions needed
Update Banks	Allows a user to edit a bank’s details in the bank database.	Banks: Create Banks
Delete Banks	Allows a user to remove a bank from the bank database.	Banks: Create Banks

Create

You can add a new bank by clicking on the +New button

• Mandatory fields

  • Bank Name

  • Code

  • Swift

  • Location Code

  • Country

• Optional Fields:

  • Address

  • City 

Edit (click on the blue pencil button)

You can amend the details listed below of a bank by clicking on the blue pencil button:

• Bank Name

• Code

• Swift

• Location Code

• Country

• Address

• City 

Delete

You can remove a bank from the list by clicking on the red bin button.

Filter 

You can filter the banks by:

• Name

• Code

• Swift

• City

• Country