Creating a new Bank Statement record

In the Bank Statements view, you can create a record from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new record, a Create button displays on both of these views in iTopia.

  • Note: The ability to create new records is controlled by the permissions assigned to the resource within the role. Specifically, the Bank Statements resource assigned to your role must include the 'Create' operation.

Creating a new Bank Statement record:

  1. From either the Search Criteria/Results page or the Details page, click on Create.

  2. The Bank Statements/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup a Company Number in the Company field. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter or select from the lookup a Bank Account Code in the Bank Account Code field. This is a mandatory field.

    • Enter or select from the calendar a Statement Date for the current Statement. This is a mandatory field.

  3. When all of the information is entered, click Continue to continue creating the new record.

    Note: If you enter an existing Company/Bank Account Code/Statement Date combination and click Continue, the details page for that combination opens in edit mode.

  4. The Bank Statements-Detail page opens for the new record. All of the fields on this page are blank or contain a set default.

    For details on the information required in every field, please see the field descriptions outlined in the Bank Statements-Details Page topic.

  5. When all of the information is entered, click Submit or Save.

    • When you click Save, all of your changes are saved and you remain on the Bank Statements-Details page. Once you click Save, and the record is successfully created, the Submit button also displays on the Details page. If you click Submit, the changes are saved and you are returned to the Create page where you can enter another new Bank Statements record.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Save or Submit action buttons will be discarded.

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