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 use a specific branch of the bank, specify the branch in the Branch Name field.

In the SWIFT field, enter the SWIFT code assigned to the bank to indicate the country and region of the bank and used mostly for international transactions.

In the Routing Code  field, specify a 9-digit code assigned to the bank/branch and used mostly for domestic transactions.

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.