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Find bank directory banks

Goal

Find, filter, and open bank directory banks.

Who it is for

Users with bank.view.

Preconditions

Tenant signed in; list permission granted.

Steps

  1. Open Treasury → Bank Directory (/bank-directory)..
  2. Search or filter as needed.
  3. Open a row for detail, or use New / edit actions when permitted.

Result

You locate the right bank directory entry without leaving the list.

BlueMatrix Help — product documentation for tenants