Maintaining Bank Records

Bank records can be created, viewed and maintained via the CB Banks option on the CB Bank Maintenance menu:

The Bank record would normally contain the name of the Bank, e.g. Lloyds, HSBC, as well as their address and contact details.

Creating Bank records are further detailed in the Creating Bank Records section.

Once a Bank record has been created account details for each Bank, e.g. Sort Code and Account Code can then be added.  More than one Bank Account can be created for each Bank record.  This is further detailed in the Maintaining Bank Accounts section.

Amending and viewing Bank records are further detailed in the Amending/Viewing Bank Records section.