The procedure to create a new bank branch is as follows:
- Navigate to Quick Menu > Rents > Configuration > Bank Branch Setup. The Bank Branch Setup window is displayed.
- Click on New Bank Branch
1. All fields are activated ready for data entry.
- Using the Bank name drop-down field, select a parameter value appropriate for the branch e.g. Barclays, Halifax, NatWest, Santander, etc.
- Enter the Branch name into the field provided 2.
- Select the corresponding address for the bank branch using the spy-glass icon (
). The Branch Address Search window is displayed.
- Enter sufficient address details into the search fields provided and click on Search. The Branch Address Search window is displayed, returning all possible matches.
- Activate the Select tick box against the row containing the exact record match or use Refine Search to enter different criteria; click on Confirm. Alternatively, click on New Address to create a new address for the branch, not previously held.
- Enter the Branch sort code into the field provided i.e. the unique six digit identifier for the bank and branch combination.
- Enter the Branch telephone number into the field provided.
- Enter the Branch email address into the field provided.
- Choose an Effective from date for this bank branch i.e. the date on which it came into effect 3.
- Choose an Effective to date if the bank branch credentials are to be reviewed on a specific date or to capture a change of circumstances; a blank field means the bank branch will be continually valid.
- Click on Save 4. The sort code of the new branch is displayed in the numerical list underneath the Bank name heading 5.
Note
1 Upon first access, all fields are automatically activated ready for data entry; hence the New Bank Branch button is inactive.
2 System validation rules ensure that the name entered for each branch is unique.
3 The Effective from date defaults to the current system date and cannot be left blank.
4 The Created by and Created date fields are automatically populated with the name of the end user creating the bank branch and current system date respectively.
5 To amend the details of an existing bank branch, select a branch sort code from the alphabetical list (or type its code into the Search Branch Sort Code field) and repeat steps 3 through 13. By default the list is filtered to show Current bank branches. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations.
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