Bank Details


The following help sheet explains how to both add new bank details and amend existing details in Enterprise.



From the main menu, select ‘system Personalisation’, followed by ‘Bank Details’



The Bank Details screen will now be displayed.

Click on the blue ‘+’ icon in the bottom-right of the screen to add a new set of bank details, or highlight an existing one and click the blue triangle in the bottom-right to amend them.



After clicking one of these buttons, the ‘Add Bank Details’ screen is displayed. Here you can enter all the relevant details for your bank / account before saving them into the system.
NOTE: If these details are part of a credit card account, ensure you check the box allowing the system to predict this prefix, otherwise you may be met with an ‘invalid value’ message.