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Viewing and Editing Bank Information

Autosoft -

Once you've added a bank or finance company to your Sales Setup, you can view and edit the bank record. To do so, follow these steps:

Step 1. Click the Setup Application button in the left navigation panel. The Dealership Information screen will open.

Step 2. Click the Sales button above the Dealership Summary card. A drop-down menu will open.


Step 3. Click Banks. The Bank Search screen will open. 

Step 4. Type a search term into the Search field and click Search or simply scroll through the Bank Search list to locate the bank you want to flag as inactive. 

Step 5. Click the bank's View icon in the View column to open the bank record to the Information page. 

Step 6. Change any necessary information on the Information page and click Save

Step 7. To edit the default information set for the bank, click the Default button under the Bank Summary card. 

Step 8. Make any necessary changes and click Save. A green "Success" message will verify your changes have been saved.

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