Banking Details

Banking Details panel allows you to add a bank and monitor the cashflows.

To add banking details, follow the below steps:

1. Click on Add button in the top right corner of the panel.


2. The field is activated. Update the details and click Check () button from Actions column to save the details. 


3. To edit a bank detail, click on Edit () icon in the Action Column. Update the details and click Check (button from Actions column to save.

4. To delete a bank detail, click on Delete () icon in the Action Column. The delete window is displayed. Click OK to delete the details.