Create a bank directory entry

Goal

Add a new bank directory entry.

Who it is for

bank.manage.

Preconditions

• bank.manage on your role.

Steps

1. Open the list → New.
2. Fill required fields (Bank: country, code, name, sort order, active, source (platform vs custom).).
3. Add branches after the bank exists when your clearing/cheque workflows need them.
4. Save.

Result

The bank directory entry appears on the list and can be selected elsewhere.

Hard stops

Cannot delete platform rows; edit blocked when not editable; bank.manage required.

Related

• Overview
• List
• Create
• Edit
• Setup
• Troubleshoot