Versions Compared

Old Version 6

changes.mady.by.user Beverly Dellosa

Saved on

compared with

New Version 7

changes.mady.by.user Beverly Dellosa

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Open the Customer record whom the EFT Information belongs to.
  2. Click the Additional | EFT Information button. If the customer has no existing EFT Information record yet, it will open a new EFT Information screen. Otherwise, it will open the latest EFT record of the customer.
    Image RemovedImage Added
  3. If the customer has an existing record, click the New toolbar button  button on EFT Information screen.
  4. Select a Bank Name from the combo list box. This is a required detail.
  5. Enter the EFT Information details. You can be as detailed as you feel necessary. Refer to EFT Information | Field Description to help you in filling out the fields.
  6. Click the Save toolbar button.

...

  1.  button. Note that per Customer is allowed to have one active EFT Information record only.

 

Expand
title15.4

Before you proceed to the following steps, make sure there is an existing Bank record.

  1. Open the Customer record whom the EFT Information belongs to.
  2. Click the Additional | EFT Information button. If the customer has no existing EFT Information record yet, it will open a new EFT Information screen. Otherwise, it will open the latest EFT record of the customer.
    Image Added
  3. If the customer has an existing record, click the New toolbar button on EFT Information screen.
    Image Added
  4. Select a Bank Name from the combo list box. This is a required detail.
  5. Enter the EFT Information details. You can be as detailed as you feel necessary. Refer to EFT Information | Field Description to help you in filling out the fields.
    Image Added
  6. Click the Save toolbar button.
Expand
title15.3
  1. Open the Customer record whom the EFT Information belongs to.
  2. Click the Additional | EFT Information toolbar button. If the customer has no existing EFT Information record yet, it will open a new EFT Information screen. Otherwise, it will open the latest EFT record of the customer.
  3. If the customer has an existing record, click the New toolbar button on EFT Information screen.
  4. Select a Bank Name from the combo list box. This is a required detail. If the Bank you need is not in the list, you will have to add it to the Banks screen.
  5. Enter the EFT Information details. You can be as detailed as you feel necessary. Refer to EFT Information | Field Description to help you in filling out the fields.
  6. Click the Save toolbar button.

...