Banks
Register banks used to link financial accounts and payment methods.
What bank records are for
What bank records are for 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 Banks are available for financial accounts and settlements. 💡 Practical tip Use clear names and avoid reusing old records for a different purpose. Deactivation preserves history.
How to organize banks in PetHub
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.
How to add a bank
How to add a bank 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 The bank is available for new financial links. 💡 Practical tip Use clear names and avoid reusing old records for a different purpose. Deactivation preserves history.
How to edit or deactivate a bank
How to edit or deactivate a bank 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 The bank is updated or inactive for new links. 💡 Practical tip Use clear names and avoid reusing old records for a different purpose. Deactivation preserves history.