Managing Bank Accounts

Administration > Bank Accounts >

You can edit an existing bank account using the ‘Edit Bank Account’ page. From the menu choose Admin > Manage Accounts. A list of available bank accounts will be displayed. Click ‘Edit Bank Account’ on the account you wish to edit.

For users to have the rights to edit bank account they must either have the admin role or the ‘Edit Bank Account’ role.

You can edit the account number and sortcode as well as the originating bank account name and the bank name and address.

Updating the details
Once you have edited the account you must click ‘Update’ to save the changed. Clicking update will return you to the list of available bank accounts.

Deleting a bank account.
You can delete a bank account in order to remove it from the system. This will permanently delete the account and there is no way to recover a deleted account.

Expand the ‘Advanced’ panel by clicking the advanced panel header.
Click the button marked ‘Delete Bank Account’.
Click ‘OK’ to permanently delete the account.