Banks

The Bank Accounts module allows users to view, create, filter, and manage organizational bank accounts. Each account includes details such as account number, name, IBAN, balance, and bank name.

📋 Bank Account List View

• Create: Opens the form to add a new bank account.

• Filter: Opens advanced filtering options.

• Entries per Page: Select how many records to show at a time.

• Table Columns: Number, IBAN, Name

• No Data Available: If no records match the current filters, the message appears.

• The footer shows the current range of entries (e.g., “Showing 0 to 0 of 0 entries”).

🧹 Bulk Deletion

• Select records using checkboxes and click Delete Selected to remove them.

🔍 Filters

• Name: Filter by the account label.

• Number: Filter by account number.

• Code: Use internal or external code references if applicable.

• Search / Clear Filters: Apply or reset filter settings.

🏦 Create New Bank Account

• Number *: Account number issued by your bank.

• Name *: Friendly name for reference (e.g., Main Business Account).

• IBAN *: International Bank Account Number (for global transactions).

• Balance *: Opening or current balance to track in the system.

• Bank Name *: Choose from existing bank list, or click Add Bank to register a new one.

💾 Save

• Click Save to commit the new bank account.

• All fields marked with * are mandatory.