How to add, delete, and update bank to bank transactions

This feature enables you to add and update your banking transactions on the platform. The following steps will guide you on how to do that.

Add (Fig 1.1)

  1. Click “Account Officer” on the left menu pane.

  2. Select “Manage Bank Transactions”.

  3. Navigate to the right and click the “Add” button. You MUST select a bank above the “Add” button before you can proceed.

  4. Enter the required information and click the “Save” button.


Delete (Fig 1.2)

  1. Select bank, start date, end date and click the “Fetch Records” button.

  2. Select the transaction records you wish to delete.

  3. Click the “Delete” button.

  4. Click “Ok” to delete.


Update (Fig 1.3)

  1. Repeat step 1 and step 2 in Fig 1.2

  2. Click the “Update” button

  3. Update where necessary and click the “Save” button to save changes.

Fig 1.3