Page History

...

How to I update a financial account?

...

Example: To update a financial account

1. Press the 'Search' button on the Financial Account main screen
2. A list of all existing Financial Accounts will be displayed
3. Select the Financial Id of the account that needs to be updated
4. The 'Create/Update Financial' screen is displayed
5. Update the details of the financial account 
6. Press the 'Update' button 
   NOTE: Can also update a financial account using Entity Data Maintenance on the Webtools menu.

How do I delete / remove a financial account?

Example : To delete or remove a financial account

1. Press the 'Search' button on the Financial Account main screen
2. A list of all Financial Accounts will be displayed
3. Press the 'Delete' button next to the Financial Account that you want to delete

NOTE: Can also delete a financial account using Entity Data Maintenance on the Webtools menu. 

TO DONOTE TO CHECK: What happens if to the financial account transactions if you delete the financial account? Will there be an problem of auditability???

How do I create transactions for a financial account?

...