Create or Edit a Financial Institution
To create a new Financial Institution on the environment, go to the Financial Institutions page (System > Financial Institutions), and click New. The New Financial Institution window opens.
Fill in the following fields:
Code | Enter a 4-character code to identify the institution. |
Name | Enter the financial institution's name |
Short Name | Enter a name for the institution (max. 10 characters). |
Description | Enter a description of the financial institution. |
Active | Check this box to enable the financial institution, or leave it unchecked to disable it. WarningBefore disabling a Financial Institution, make sure it is not configured for a product in the Product menu. Disabling a working institution will also disable it within the product. |
Click Save to create the institution.
To edit a financial institution, find it in the Financial Institutions page and click Edit in the Actions section. You can modify all fields described above, except for the code. You can use the Active checkbox to enable or disable the financial institution as needed.
Next, you can associate the financial institution to your products on the platform. To learn how to do this, read Financial Institutions (Products).
Note
Not every project makes use of Financial Institutions. Before creating a new one, contact your admin to learn more about institutions in your project.