Adding a Bank (Bank and Checking Maintenance)

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VUE is a permissions-driven system that tailors security access to suit each users needs.  Access to each menu item is managed by an Administrator at your dealership.  See the Help article on Roles and Permission to learn how.

See the Permissions Reference Guide to understand what permissions to assign.

Accounting > Maintenance > Bank and Checking Maintenance

Within the Bank and Checking Maintenance Screen:

1. Click the [Add] button below the Banks list.

2. Input the Name of the bank in the Add Bank window.

3. Input the Routing Number.

4. Click the [Active] dropdown and select Yes.

5. Click the [OK] button.

6. Click the [Save] button in the Action Ribbon.