Add a bank in TOPS [One]

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 PORTFOLIOportfolio.png
  • Select Banksbanks.png
  • Click on ActionsActions.png - 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 savesave.png, to finalize adding the bank.

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