This is the master list of banks. It holds every bank you can pick when you set up a bank account, whether it is your own account or a vendor's. The list comes filled with Nepal's banks, so you normally choose from it rather than add to it.
When to use it
Hardly ever as a normal user, because the list ships complete. Adding or editing banks is a job for an administrator.
Where to find it
Masters > Others > Bank List.
The fields on this screen
| Field (on screen) | What to enter | Required |
|---|---|---|
| Bank Code | The bank's own code, used when you export a file for the bank. | Yes |
| Bank Name | Full name of the bank as it should appear on cheques and reports. | Yes |
| Bank Symbol | Short form for the bank, such as SCB or SBI. | Yes |
| Bank Type | What kind it is: Commercial Banks, Development Banks, Finance, Microfinance or Cash. | Yes |
| Icon | (not explained yet) | No |
| Logo | (not explained yet) | No |
What's in it
89 Nepal banks across the commercial, development, finance and microfinance categories. All of them are ready to use in every bank dropdown.
Tips and common mistakes
- The list is shared: everyone sees the same one, and only an administrator changes it. Pick from it when you set up bank accounts. You do not need to add banks yourself.
- A bank in this list is not a bank account. You set up your own accounts in Cash/Bank Account, and a vendor's bank account on the Customer/Vendor screen.