Bank Accounts

Adding “New Bank Account” in School Menu

Click on the “School Menu“, then “Settings“, then click on “Bank Account“. Bank Account page will be displayed.

Click on “Add Bank Account” tab in Bank Account page.

Enter account  title in “Account  Title” field and bank name in “Bank Name” field and address in “Address” field and bank code in “Bank Code” field and account no. in “Account No” field and phone number in “Phone” field and fax number  in “Fax” field input box. Then Click on “Save” button and your information will be saved. Confirmation message will be displayed  on top of the page.


List of All Bank accounts

Click on the “School Menu“, then “Settings“, then click on “Bank Account“. Bank Account page will be displayed.

If you need to view list of all bank account  then you may click on “Search Bank Account” tab and list of all bank account will be shown in the table.


View Bank Account Details

Click on the “School Menu“, then “Settings“, then click on “Bank Account“. Bank Account page will be displayed.

If  you need to view all data regarding specific bank account  then you may click on “Eye Icon” under the option heading in the table.

The detail of specific bank account will be shown in the pop-up.


Update/Edit “Bank Account” in School Menu

Click on the “School Menu“, then “Settings“, then click on “Bank Account“. Bank Account page will be displayed.

If  you need to perform any update in bank account  information then  click on “Edit icon” which is under  the  option heading next  to eye icon.

The detail of specific bank account will be shown in the pop-up.

Make your desired changes in “Update Data” pop-up. After making all the changes click on “Update” button and your information will be saved. confirmation message will be displayed on top of the page.


Delete “Bank Accounts” in School Menu

Click on the “School Menu“, then “Settings“, then click on “Bank Account“. Bank Account page will be displayed.

If you want to delete any record then click on “Delete icon” under the option heading in the table.

When you will click on “Delete icon” then confirmation pop-up will appear. If you need to delete record then you may click on “Delete” button and record will be deleted.

After deletion of record a confirmation message will be displayed on top of the page.

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