Banks - Add a bank

Bank accounts in TOPS [ONE] are global. This means that you can add multiple accounts from multiple communities to one bank. The following steps will walk you through adding a new Bank Account

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Step-by-Step

• Click on PORTFOLIO. 
• Select Banks. 
• Click on Actions.  - Add Bank.
• Fill in the appropriate information
  
  • Bank ID, Bank Name, and Display name are all required fields, and must be unique.
• Review the entered information, and click save, to finalize adding the bank.