How to manage accounts setup

How to manage accounts setup

Managing accounts setup is the process of capturing all the lists of the banks in use by the school. This involves adding, deleting, and updating the account details.



How to add a list of banks


To add a list of the banks, the following steps are needed;


  1. Click on accounts setup under the accounts officer privilege. 
  2. Click the add button below the list of banks which is highlighted by default. 
  3. Enter all the required fields. 
  4. Click on the save button.
    Note: Repeat the above steps to add more banks.

 



How to delete the list of banks


A bank can be deleted only when no records are associated with it. To delete the list of banks, the following steps are required;


  1. Click on accounts setup under the accounts officer privilege.
  2. Click on the name of the bank you want to delete among the list of the banks created earlier which will be displayed under the list of banks by default.
  3. Click the delete button.
  4. Click the ok in the pop-up menu if you are sure you want to delete the selected bank.




How to update the list of banks


To update the list of banks, the following steps are needed;


  1. Click on the accounts setup under the accounts officer privilege.
  2. Click on the name of the bank you want to update under the list of banks.
  3. Click the Update button.
  4. Edit the fields you want to update except for the bank ID which can not be edited once it is created.
  5. Click on the save button.


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