{"id":605,"date":"2015-02-25T13:48:08","date_gmt":"2015-02-25T13:48:08","guid":{"rendered":"http:\/\/blog.chipincorp.com\/?p=605"},"modified":"2016-03-09T08:04:06","modified_gmt":"2016-03-09T08:04:06","slug":"how-to-create-a-bank","status":"publish","type":"post","link":"https:\/\/www.quick-cheque.com\/blog\/how-to-create-a-bank\/","title":{"rendered":"How to Add a Bank in Quick Cheque"},"content":{"rendered":"
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You can add Bank names to Quick Cheque as per your requirement.\u00a0Quick Cheque comes pre-loaded with more than 50\u00a0Banks from the GCC region and should in all probability have the bank you use. Still a provision has been provided in Quick Cheque to add Banks in case you wish to do so. You can follow the below mentioned steps to add a Bank in Quick Cheque.<\/p>\n

Lite Edition<\/span><\/strong><\/h3>\n

This functionality is applicable to only Premium & Enterprise Editions<\/span>. You can contact our sales team\u00a0on sales@quick-cheque.com<\/a>\u00a0in case you are using the Free or Lite Edition and would like to upgrade it.<\/p>\n

Premium Edition<\/span><\/strong><\/h3>\n

Steps to be followed for adding a Bank Record<\/span><\/h4>\n
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  1. Log into Quick Cheque<\/span> with a user having\u00a0privileges to add a Bank records to Quick Cheque.<\/li>\n
  2. Navigate to Maters\u00a0<\/span>Menu and click Banks<\/span><\/em><\/span>.<\/span><\/span><\/li>\n
  3. A screen opens showing the list of Banks already registered in Quick Cheque. You can double click a row to edit the Bank details or click the Add\u00a0<\/span><\/em>button to add a new Bank to Quick Cheque.<\/li>\n
  4. In either case, a\u00a0pop up window opens asking for the inputs for adding\u00a0the Bank record in Quick Cheque. Kindly note that the\u00a0mandatory fields are having a Yellow Background<\/span><\/em>\u00a0\u00a0and must be entered in order to save the Bank record.<\/li>\n
  5. Bank Name\u00a0\u25ba<\/strong> Provide a unique name for each Bank so as to easily identify and select it\u00a0while creating cheque templates or using it for Bank Account creation. Kindly note that this is the Bank Master and hence you need to define a Bank only once irrespective of the number of accounts that you hold with the Bank.<\/li>\n
  6. Branch Name\u00a0\u25ba<\/strong>Provide a Branch Name or leave the field blank as it is not mandatory.<\/li>\n
  7. Manager and Contact Person\u00a0\u25ba<\/strong>Enter the Manager and Contact Person information for future reference in case required.<\/li>\n
  8. Other Details\u00a0\u25ba<\/strong>Enter the address as well as the other contact information for the Bank such as the phone number, fax number, email etc.<\/li>\n
  9. Remarks\u00a0\u25ba<\/strong>You can capture any other key information that has been missed and you would want to record against the bank in the\u00a0Remarks\u00a0field.<\/li>\n
  10. Once all entries are made, click the Save\u00a0<\/span><\/em>button to save the Bank Record\u00a0and proceed to the next step.<\/li>\n<\/ol>\n

    Using the Grid<\/strong><\/span><\/p>\n

    A Grid\u00a0is something which you will see on almost all screens of\u00a0Quick Cheque. This primarily provides a listing of all data or records existing in Quick Cheque corresponding to a screen. The grid comes with certain advanced features for filtering, sorting, grouping etc and you can read more about them on using the grid page. The grid on the Banks page shows only active banks and you can toggle this filter by either clicking the Active\u00a0<\/span><\/em>check box twice or removing the filter from the bottom of the grid.<\/p>\n

    Inactivating a Bank<\/span><\/strong><\/p>\n

    You can In-Activate a Bank in case you do not wish to use it any more . For doing so, edit the Bank record and click the In-Activate<\/span> Button. A small remarks window will open as shown below to record the reason for In-Activating the Bank. Quick Cheque will track the user, date and the reason for this transaction in an Event Log<\/a><\/span> for future reference. See using the\u00a0Event Log<\/a> post\u00a0form more information on this functionality. You can also delete banks if you wish to do so. This can be done by selecting the bank you want to delete and click Delete\u00a0<\/span><\/em>button on the grid. The bank will be deleted.<\/p>\n

    \u00a0Related Posts<\/span><\/h4>\n