Financial Institution Main / Selectable Parties

Create

Step-1: Click on **New-> Financial Institution -> Associate / Bank / Credit Card / Lender **. Financial Institution form will appear.

Step-2: Fill the details and click on Save.

List

Step-1: Click on Master -> FI Selectable Parties / FI Main Parties. List will appear.

Edit

Step-1: Select the financial institution name from financial Institutions groups list that you want to edit. Right click and select Edit Financial Institution option. Financial Institution form will appear.

Step-2: Edit the details.

Step-3: Click on Save button.