This article will show how to administer Banks with the Accounts section for cross referencing of bank addresses to their sort codes within Unity Practice Management.

How To Access This Option

1. Open the Accounts program

2. Click the Maintenance icon

3. Double click the Banks option

Add A New Bank

1. Click Insert 

2. Enter the details of the bank name, address and sort code at the top of the window

3. Click Save to save your bank, or click Cancel to cancel the bank you have added

Edit An Existing Bank

1. A list of existing banks will display in the lower section of the window. Click the required record to select it, and that record will turn blue.

2. The information for the selected record will display in the upper section of the window. Any field can be edited. Re-enter the new information.

3. Click Save to save your changes, or click Cancel to cancel any changes you have made.