Bank

The PrismERP Bank feature offers a complete solution for managing banks, bank branches, and EMI charges efficiently. It allows users to add new banks, update branch details, and configure EMI charges with ease. With advanced search, filter, and reporting options, PrismERP ensures accurate tracking of all bank-related information. This module streamlines banking operations and keeps financial records organized and accessible.

1. Add New Bank

Field	Description
Name	Enter the bank’s full name.
Print As	Specify how the bank name will appear in print documents.
Swift Code	Enter the bank’s SWIFT code.
Branch	Select the branch.
Founded On	Enter the bank’s founding date.
Registration No.	Enter the bank’s registration number.
Website	Enter the bank’s website URL.
Email	Enter the bank’s primary email address.
Phone	Enter the bank’s phone number.
Alt. Phone	Enter an alternative phone number.
Fax	Enter the bank’s fax number.
Alt. Email	Enter an alternative email address.
Bank Type	Select the type of bank.
Description	Add any additional notes about the bank.

2. List of Bank

2.1 Bank Search & Filter Options

Field	Description
Name	Search banks by full or partial bank name.
Branch	Select a specific branch.
Banks Report	Preview and download reports in different formats

2.2 Add Bank Branch

Field	Description
Name	Enter the branch name.
Routing Number	Enter the branch routing number.
Country	Select the country where the branch is located.
City	Enter the city of the branch.
Thana	Enter the thana of the branch.
Address	Enter the full address of the branch.

2.3 Update Bank EMI charge

Field	Description
Name	Select or review the bank name for which the EMI is being edited.
Charge (%)	Enter the EMI charge percentage applied by the bank.
Tenure	Specify the EMI tenure (in months or years) for the selected bank.