Function documentationDisplaying and Searching for Bank Accounts

 

You can display the bank accounts in either of the two views:

  • Account List view

    To quickly locate a bank account, you can search one of the following attributes, using either exact search or fuzzy search:

    • Bank account description

    • Bank account number

    • Company name

    • Bank account signatories (user ID or full name)

    • Bank key

  • House Bank Account List view

    The view displays only the house bank accounts exist locally in this system.