Banks
Banks maintains the bank master list used by IMS financial workflows. Each bank has a numeric ID plus Arabic and English names. Authorized users can add new banks or edit the names of existing banks.
Screen layout
The left side lists the configured banks. Selecting a bank loads its details on the right. The toolbar provides New and Edit.
| Field | Purpose |
|---|---|
| ID | Numeric bank code. It is entered when a new bank is created and becomes read-only afterward. |
| Ar. Name | Arabic bank name. |
| Name | English bank name shown in the bank list. |
Add a bank
- Click New.
- Enter a unique numeric ID.
- Enter the bank Name. The Arabic name can also be entered.
- Click Save.
IMS checks that the ID is not already assigned and requires the English bank name before saving. After a successful save, the new bank is selected in the list and the action is recorded in the IMS audit log.
Edit a bank
- Select the bank from the list.
- Click Edit.
- Change the Arabic and/or English name.
- Click Save.
The bank ID remains fixed while editing. Clicking Cancel abandons the current edit and reloads the selected bank.
Permission
Creating or editing banks is permission-controlled. Users without the applicable maintenance permission can view the bank list but cannot use New or Edit.