How to manage Bank Branch Details in Paywings 4.0?


It  is a retail location where a bank, credit union, or other financial institution  offers a wide array of face-to-face and automated services to it customers. If new employee joins and does not have an account in existing Bank Name added in Bank tile, then firstly  Bank Name should be added  in Bank tile,only then Bank Name can be selected in Bank Branch Tile.

Firstly, user should create/add Bank->Bank Branch.

Video Reference :


    Please follow step by step instructions as described in this document.

  •    Click on Bank Branch Tile.      

                                                                     

  


  • Based on the permissions assigned from the ' Roles Tile', the user shall carry out Add, Edit, Update, Delete, Export options accordingly. 
  • Firstly user should click on Refresh Bank Button.

                                                                        


           

  • Click on Add Button.
  • User should enter Bank Name, Branch ID, Branch Name, Address.
  • Click on save button.
  • A message will pop "Inserted successfully" , click on Ok button.

                                                  


  •   Click on Display Button to show  the existing  BankBranch ID, Branch Name, Address, Bank Name.
     

     

                      

            

  •    User can also select filter from the set of filters provided i.e. Starts with, Ends with, Equals, Is null etc.

                

                                                                                      


  •       User Should double click for updation/deletion of the row.

                     


            

  •     After entering data click on Update button, click on Ok 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.

      

                                                               

              

  •      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.