How to Configure Bank in Paywings 4.0?
Please follow step by step instructions as described in this document.
- Click on Bank Tile.
- Based on the permissions assigned from the ' Roles Tile', the user shall carry out Add, Edit, Update, Delete, Export options accordingly
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Click on Add Button.
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User should enter Bank Type, Bank ID, Bank Name Address.
- Click on save button.
- A message will pop "Inserted successfully" , click on Ok button.
- Click on Display Button to show the existing Bank ID, Bank Name, Bank Address.
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User can also select filter from the set of filters provided i.e. Starts with, Ends with, Equals, Is null etc.
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If User wants to Update/Delete a row, Double Click to Update/Delete the row.
- User can Update/Delete data accordingly.
- Click on Update button to enter data to be updated.
- A message pops "Are you sure you want to update this record ", Click on Yes button.
- User should click on Delete button to delete record.
- A message pops "Are you sure you want to Delete This Record", click on Yes button.
- Click on Export button to export data.
- A message pops Are you sure you want to Export the data, Click Yes to export the data.
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Select the location where you want to export the data.
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Click on Save Button.
- A message pops File has been exported successfully.Click on ok button.
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Exported data is displayed in Excel Sheet.