Bank

The Bank section in PrismERP is used to maintain bank information and manage bank branches. Users can add bank records with the necessary details, including SWIFT code, contact information, and bank type. After adding a bank, they can view and search the bank list, check individual bank details, and add branches with their routing numbers and addresses. Users can also update the EMI charge percentage and tenure for a selected bank.

Add New Bank

Field	Action
Name	Enter the full name of the bank to create the bank record.
Swift Code	Enter the bank's SWIFT code for international bank identification.
Branch	Select the branch associated with the bank.
Founded On	Enter the date on which the bank was established.
Registration No.	Enter the bank's official registration number.
Website	Enter the bank's official website URL.
Email	Enter the bank's primary email address for communication.
Phone	Enter the bank's primary contact number.
Alt. Phone	Enter an alternative contact number for the bank.
Fax	Enter the bank's fax number, if available.
Alt. Email	Enter an alternative email address for communication.
Bank Type	Select the type of bank to classify the bank record.
Description	Enter any additional information or remarks about the bank.

After adding a bank, its record appears in the bank list. The bank list and bank details page are displayed side by side, with the list on the left and the selected bank's details on the right. Users can search for a bank by name, filter records by branch, and preview or download bank reports in different formats.

Add Bank Branch

Field	Action
Name	Enter the full name of the branch to create the branch record.
Routing Number	Enter the routing number assigned to the branch for banking transactions.
Country	Select the country where the branch is located.
City	Select the city in which the branch is located.
Thana	Select the thana of the branch.
Address	Enter the complete address of the branch.

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.