Editing External Banks

Client bank admin users with security rights (CCH) to maintain External Banks can edit them in the Organisations area.

To edit an External Bank:

  1. Press the Organisations button from any page displaying the admin navigation bar. The Organisations area displays and includes tabs for the External Banks for which you have security rights to maintain.

  2. If more than one tab is displayed, select the External Banks tab. The External Banks Listing page displays, listing all of the External Banks that exist for your bank.

  3. In the External Bank Name column, click on the External Bank name link for the External Bank you want to edit.

  4. The External Bank page displays for the External Bank you selected. If you do not have security rights to maintain External Banks, the page displays in read-only mode and you will not be able to edit the External Bank.

  5. Edit the information in the page. After you are finished editing the External Bank data, press Save & Close.  Your changes to the External Bank are saved and the External Banks Listing redisplays.

 

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