View Bank Accounts

When in Drivers / Finances, click on the Bank icon to open the View Bank Account modal window.

Process Page

Field Description

Field	Type	Description	[table]field
View Bank Accounts
#	Check Box	Selection checkbox to enable you to edit or delete the bank account.
Account Name	Text	“Account Name” can be edited.	[fm_driver_bank_accounts]account_name
BSB	Number	Can only be edited when a new bank account is being created, otherwise this is a read only field.	[fm_driver_bank_accounts]bsb
Account Number	Number	Can only be edited when a new bank account is being created, otherwise this is a read only field.	[fm_driver_bank_accounts]account_number.
Claim	Check Box	This is checked by default. Checked accounts can be selected in the Contracts / Claim tab when creating reimbursement claims. This check box cannot be edited if the selected record is the default bank account.	[fm_driver_bank_accounts]claims_access_flag
Default	Check Box	The first bank account record that is created has the default bank account field checked automatically. When new vehicle claims are created in Contracts / Claim tab, or in the Driver Portal, the default bank account record is selected. Choose a new default record by checking this field on your preferred record. The existing record will be updated on save, only one record can be the default. If you edit a record and un-check the “Default” check box, there will be no default bank account until another record is made so. If a Driver enters a new bank account number in the Driver Portal when making a claim, that bank account will become the new 'default bank account. The existing default bank account will be updated to un-check it's "Default" check box. Remember - there can be only one.	[fm_driver_bank_accounts]claims_default_flag

Action Buttons

View

Apply button - Select a record to enable this button. Click to apply any updates made to existing bank account records.
Edit button - Select a record to edit to enable this button. Then click to edit a record.
- “Account Name”, "Claim" and "Default" fields can be edited.
- You cannot change the “BSB” or “Account Number” of any existing record. If you need to use a different “BSB” or “Account Number”, create a new record for this and select it.
- If you made a mistake when entering a record and the “BSB” or “Account Number” are incorrect, delete the record.
Delete button - Select a record to edit to enable this button. Then click to edit a record. If the record selected also has the "Default Flag" checked ON, this button remains disabled.
- If you click on Delete, the selected record is updated to have a status of ‘inactive’. Inactive accounts are not visible or available for selection anymore.
- If claims have been created previously using a bank account record that is now ‘inactive’, it remains the stored record on the claim. If you are deleting a bank account record, check that there are no pending or unpaid claims outstanding that use the target record.
New button - Click to add a new record.
Close button - Click to close this window and return to the primary screen in view mode.

Edit

Save button - Click to save an edited record.
Cancel button - Click to cancel your changes.

New

Create button - Click to create the new record.
Cancel button - Click to cancel your changes.