Online Help > Entry Types > Data Entry

Bank Information

Description

 

clip0065

The Bank Information data entry is useful for storing sensitive banking information such as account number & PIN.

 

Settings

 

clip0079

Bank Information Settings

 

Option

Description

Bank name

Enter bank name.

Bank branch

Enter bank branch name.

Account type

Indicate the account type.

Account owner

Indicate the owner of the account.

Account number

Enter bank account number.

Routing number

Enter bank code.

PIN

Enter bank account PIN number.

SWIFT

Enter SWIFT code if the bank is member of the SWIFT network.

Phone

Enter bank phone number.

Address

Enter bank address.

Contact

Enter the name of your Contact at the bank.