Bank directory entry overview
Goal
Understand when to use bank directory banks and how they fit BlueMatrix.
Who it is for
Roles with bank.view (manage needs bank.manage).
Preconditions
- Signed in to the correct tenant.
- Relevant module/permissions enabled.
Open the screen
Accounting → Treasury → Bank Directory (/bank-directory).
Concepts
- Bank: country, code, name, sort order, active, source (platform vs custom).
- Nested branches.
- Sync from platform refreshes platform-sourced rows.