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Create CFA Bank - Bottomline Technologies

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34. . . . .CHAPTER 2: BANKING MODULE<strong>Create</strong> <strong>CFA</strong> <strong>Bank</strong>Add to a User screenThis wizard is now complete. Select the check box to add this bank to thecurrent user. Click Finish to complete this process.The <strong>Bank</strong> Wizard is now complete. To edit existing bank information, use theEdit <strong>CFA</strong> <strong>Bank</strong> command from the Modules/<strong>CFA</strong> menu, or click the Edit<strong>Bank</strong> button.It is important to note that when an existing bank file is placed in the Editmode, the interface will be different than the <strong>Bank</strong> Wizard. Look at the screenbelow:Each page of the <strong>Bank</strong> Wizard, except for the first and last, will appear as aTab when in Edit mode. The information for a bank will match what wasentered in the <strong>Bank</strong> Wizard process. When the Edit mode is accessed, click theOpen button and choose an existing <strong>Bank</strong> File from the Select a <strong>Bank</strong> dialogbox. Make changes to existing information as necessary, such as accountinformation, phone numbers and modem settings, scripts, formats, and voidcharacters. As always, refer to the online help for more information. Click F1from any tab or page for a description.34 <strong>CFA</strong> & ACH Reference Manual

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