Adding Bank Accounts

Clicking on the  button on the CB Users and Bank Accounts form will allow you to give the User access to an individual Bank Account.

The CB Add A Bank to A User form will open:

Add the code for the required Bank Account to the Bank Account Code field or select the required Bank Account option from this drop-down field.

Click on the  button and the Read and Update options will be enabled and new buttons will also be available:

Select the Read option and the Update option to allow the User to view and amend the Bank Account details.

Clicking on the  button will close the form, returning you to the CB Users and Bank Accounts form and the Bank Account will be added to the Grid at the bottom of the form.

Clicking on the  button will close the form, returning you to the CB Users and Bank Accounts form and no Bank Accounts will be added to the Grid at the bottom of this form.