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Click here for more information on the Bank Database.
This screen lists all the accounts within the Banks Database for the selected client.
You can add New account details for the client or Change the existing details.
Once the correct account details are displayed on the screen click Select to use the details for your client.
You can also Delete bank accounts however the program will not allow you to remove an account which is currently in use by one of the IRIS modules. Where this is the case a message to that effect will be displayed.