Bank details

• Supervisor
• Administrator

Bank details record where each cluster banks its collections: the bank, its bank code and the currency of the account. A cluster can have one account per currency. The menu calls this screen Manage Bank Details.

Add or change bank details

• Create Bank: choose the Cluster, then enter the bank’s description, Bank Code and Currency.
• Select a row, then Edit to change it. Delete (under ⋯) removes it after you confirm.
• Filters narrows the list by cluster or currency.