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
Click on Add Button.
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.
User can also select filter from the set of filters provided i.e. Starts with, Ends with, Equals, Is null etc.
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.
- 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.
Select the location where you want to export the data.
Click on Save Button.
- A message pops File has been exported successfully.Click on ok button.
Exported data is displayed in Excel Sheet.