Banks Guide
This guide explains how to create, edit, and delete banks in the current version of FreeAmir.
Before you start
- Confirm the active fiscal year. Banks are displayed within its scope.
- The menu path is Management → Finance → Banks. Both menu visibility and bank operations depend on the user’s permissions.
Create and manage a bank
Open Management → Finance → Banks and choose Create Bank. A bank name is required, may contain at most 20 characters, and is limited to letters, digits, and spaces. The bank page lets you create, edit, and delete banks.
Before deleting a bank, check its related bank accounts, documents, cheque books, and cheques.