On the Bank (create) form, you can enter information about a bank that you add, its name, SWIFT code, address, and so forth.

On this form, the following fields are required: Bank and SWIFT.

The "Bank (create)" form

If you need to maintain a hierarchy of banks, in the Folder field, select a folder to place the bank or create a new one.

In the Bank Name field, specify the name of the bank. If you will communicate with a specific branch of the bank, specify the branch in the Branch Name field.

To specify the SWIFT code, click the button located to the right in the field and select the bank with its SWIFT from a drop-down list of available banks. If the required bank is not in the list, click Create to add the bank. For details, refer to Adding a Bank.

In the Routing code field, specify a 9-digit code that is assigned to the bank to indicate that country and region of the bank.

Use the City and Address fields to specify the bank branch's address.

In the Phone Numbers field, enter the phone numbers separated by comma.

The toolbar buttons

Click Save to save the bank master record or the Save and close button to save the bank record and close the form.