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.