The Bank directory page allows users to prepopulate a list of bank names, which can be used when setting up new bank accounts. This helps eliminate human errors when entering bank names manually and ensures consistency across all records.
How to use the bank name list
When adding a new bank account, users can either type the bank name in the ‘Banks’ (bank name) field or select it from the prepopulated list sourced from the Bank directory page.
User-populated bank names
To manually enter bank names, uncheck the “Use only these items when creating data” option.
This allows users to input a bank name freely instead of selecting from the directory list.
System-populated bank name
To select a bank name from the directory list, ensure the “Use only these items when creating data” option is enabled.
This will display all available banks from the Bank directory list.
‘Fill in with already existing data’ option
Clicking ‘Fill in with already existing data’ scans all bank account records and updates the Bank directory list with any newly entered bank names. This ensures the list remains comprehensive.
This option is particularly useful if users manually entered bank names while the “Use only these items when creating data” option was disabled.
Managing Bank Names
Adding a new bank name
Click the ‘New’ button to add a new bank name to the list.
Editing a bank name
Select an entry and click on its name to edit it.
Deleting a bank name
Click the ‘Delete’ button to remove a bank name from the list.
Important Note
Editing or deleting a bank name in the Bank directory list will not affect existing records. If a bank name was previously used, it will reappear in the directory list the next time the ‘Fill in with already existing data’ option is clicked.