[PCF] Master Bank Lists

How to Manage Banks in the System

1. Add a New Bank

Step 1: Navigate to Billing Settings

• Go to the Billing Settings section.
  
  

Step 2: Access Master Bank List

• Under the Master Bank List tab, click the + Create button, and select Master Bank Lists.
  
  

Step 3: Enter Bank Details

• Enter all the necessary bank details.
  Note: Duplicate Bank Names and/or Bank Codes are not allowed.
  
  

Step 4: Automatic Assignment

• Once the bank information is created, it will be automatically assigned to all centres under that HQ.

• The bank information will be applied to all the centres under the same HQ.

2. Archive / Unarchive a Bank

Step 1: Archive a Bank

• Under the Master Bank List, go to the Active Bank tab.

• Select the bank(s) you want to archive.

• Click the Bulk Action button, and then click Archive.
  
  Note: Archived banks will be automatically removed from the HQ bank list and all associated centres.
  
  

Step 2: Unarchive a Bank

• Under the Master Bank List, go to the Archived tab.

• Select the bank(s) you want to unarchive.

• Click the Bulk Action button, and then click Unarchive.
  
  Note: Unarchiving a bank will update its status to Active again.
  
  

3. View a Centre’s Bank List

Step 1: Navigate to Centre Management

• Go to the Centre Management section.
  
  

Step 2: Select Your Centre

• Choose the centre you want to view.

Step 3: Access the Master Bank List

• On the centre’s profile page, go to the Billing Profile tab.

• Select the Master Bank List section to view the assigned banks.