Adding Bank References for a Credit Request

Procedure

When you add a bank reference for a credit request, you can select from a master list of banks to fill in the information for the bank. This master list is maintained by your business administrator.

You can add up to three deposit and three loan accounts for each reference you add.

To add a bank reference for a credit request:

1. In the Bank Reference section of the Create New Credit Request or Credit Request Details screen, click Add.
   The Create New Credit Request bank search screen appears.

2. Enter information for the bank and click Search.
   The Search Results section displays the banks that match the information you enter.

3. Do one of the following:

1. If the bank appears in the Search Results section, select the option button for the bank and click Use Selected Bank.
   The Bank Detail screen appears filled in with the information stored for the bank. The information in the Bank Detail section at the top of the screen is read-only.

2. If the bank does not appear in Search Results, click Create New Bank.
   A blank Bank Detail screen appears.

4. Enter information for the bank reference, such as bank details for a new bank, contact and account information.

Note:  If you are entering information for a new bank, you cannot change the information in the Bank Detail section after you save it. If you have selected a bank, the information in the Bank Detail section is read-only.

5. Click Save.
   The Create New Credit Request or Credit Request Details screen appears.