Company Banks

The Company Banks module allows businesses to manage their financial transactions, including deposits, withdrawals, and transfers, efficient banking processes and enhancing financial control.

Dashboard

Steps:

1. Click on Admin profile
2. Click on Setup
3. Click on Company
4. Click on Company Banks under Company

Step 1:

Step 2:

Enter the Details in Company Banks:-

Info:-

1. Company - Select company name fron the dropdown list
2. Bank name - Enter Bank name
3. Bank branch - Enter Bank branch
4. Bank Account name - Enter Bank acc name
5. Bank IFSC code - Enter bank IFSC code
6. Bank SWIFT code - Enter bank SWIFT code

Step 1:

Step 2:

Notes:-

1. Extra Remarks - Enter remarks
2. Note - Enter Notes

Step 1:

Address -

1. Bank State - Select bank state from the dropdown list
2. Bank Country - Select Bank country from the dropdown list

Step 1:

1) Info view icon:- To view the Company banks details.
Step 1:

Step 2:

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Step 5:

Step 6:

2) Edit icon:- To edit the Bank account details.
Step 1:

Step 2: