Add / Edit Account


Fields

Field Mandatory Type Description
Account Number Yes Text Box Account number. Format “00000000”. Maximum 8 digits.
Sort Code Yes Text Box Sort code. Format “000000”. Maximum 6 digits.
Type N\A Dropdown Options are “Whitelist” (allow) or “Blacklist” (deny).


Actions

Available actions, subject to permissions, are:

Action Description
“SAVE” Button Save any changes and Close the “Add / Edit Account” dialogue.
“CLOSE” Button Ignore changes and Close the “Add / Edit Account” dialogue.
  • Last modified: 2026/05/19 12:25