How to organize banks in PetHub

The Banks module keeps the financial setup clear for reception, management and reconciliation.

What it is for

Use this article to understand, review and maintain this financial area without duplicate records or lost history.

🚀 Step by step

1. Open the related finance module.
2. Use search to find the record.
3. Review status, financial link and main details.
4. When adding, complete the required fields before saving.
5. When editing, update only what changed and keep the record active or inactive as needed.

✅ Expected result

You find the right bank and know whether it is active.

💡 Practical tip

Use clear names and avoid reusing old records for a different purpose. Deactivation preserves history.