Adding Bank Information

Procedure

To add bank information:

  1. Select Admin.
    The Admin Home Page appears.

  2. From the Business Administration tab, select Bank Maintenance.
    The Bank Search screen appears.

  3. To confirm whether the bank is already recorded in your system, enter information to identify the bank. How?

  4. Click Search.
    The Search Results section displays the banks matching the information you enter.

  5. If the bank you want to add does not appear in Search Results, click Add.
    The Bank Details screen appears.

  6. Enter information for the bank.

Note:  To set a maximum for the exposure that the bank can extend to your customers, enter the amount in the Maximum Exposure field. The Balance Exposure and Total Collateral Exposure fields are calculated by eCredit.

  1. Click Save.