? Where Can I Access Bank Settings?

1️⃣ Go to Global Configurations > Settings > Banks > View List

You will see the list of existing public holidays and buttons for managing them:

#	Button	Function
1	Add	Add a new bank account
2	Edit	Modify existing bank details
3	Delete	Remove a bank account

Use the screenshot below to locate the buttons:

1️⃣ Click Add
2️⃣ Fill in the required information:

#	Field	What to Enter	Remarks
1	Bank Name	Name of the bank account (e.g., Maybank)
2	Display Name	Name of the bank account (it can be same as bank name)
3	Short Code	Short name to identify the bank (e.g., MBB for Maybank)
4	Use for Payroll	Select Yes or No	Select Yes if any staff receive salary through this bank
5	Company Account	Select Yes or No	Select Yes if this is the company’s bank account. You must fill in Bank Name and Bank Account Number
6	Default for Invoicing	Select Yes or No (This bank will appear in CRM invoices if set as default)	Select Yes if this bank will be used as the default bank for CRM financial transactions
7	Bank	Select Maybank, CIMB, or Others	Required only if it is a company bank
8	Bank Account Number	Enter your company’s bank account number	Required only if it is a company bank

After filling in the bank details:

1️⃣ Scroll to the bottom of the page
2️⃣ Select the Chart of Account for the bank

⚠️ Only accounts under Current Assets (Bank Accounts) will be available for selection.

? Important:
If you do not see any account under Current Assets (Bank Accounts), you must complete the Accounting Setup first.

3️⃣ Click Save

✅ Your new bank account is now successfully added.

1️⃣ Click Edit next to the bank account
2️⃣ Update the necessary information
3️⃣ Click Save

1️⃣ Click Delete next to the bank account
2️⃣ Confirm deletion

⚠️ Make sure the bank account is not linked to active invoices, payroll, or accounting entries before deleting.

format template so everything looks uniform and professional.