Bank modal form
Banks store financial institution details and their accounts for banking and settlement operations.
Open the form from the : select Create, or select a record and choose Edit. Fields marked with an asterisk are required.
Form sections
The form contains General data and Bank accounts. Switch sections from the left menu or tab bar; unsaved values remain in the current card until you select Save.
Related tables use columns such as Name, Account, Currency, Description and IsMain. Add a row with the relevant button, complete its card, and confirm the changes.
Fields
| Field | Required | How to complete it |
|---|---|---|
| Name | Yes | Enter the field value. |
| BicCode | Yes | Enter the field value. |
| TaxCode | Yes | Enter the field value. |
| CorAccount | No | Enter the field value. |
| Location | No | Select a value from the available list. |
| Address | No | Enter the field value. |
| Phone | No | Enter the field value. |
| Description | No | Enter the field value. |
Validation and saving
Required fields in the verified form states include Name, BicCode and TaxCode. Before saving, make sure every visible field marked with an asterisk is complete.
Select Save to remain in the form or Save and close to return to the previous page. Cancel closes the card without recording the current changes. The copy command creates a new card from the selected record; verify every field before saving it.
Related forms
- — search and manage records.
- — select a record in the context of another form.