Customer accounts

On the tab Customers you can see the list of customers of your counterparty with his/her parameters:

  • name

  • branch (if customer corresponds to the branch)

  • number of accounts

  • currencies.

Clicking the button in front of the customer you can see his/her accounts.

To add a new customer's account press the button Add Customer Account on the Customer's tab.

On the opened window you should fill in the appropriate data (your bank is pre-selected):

  • customer's identifier

  • currency

  • IBAN.

Press the button Create account, account will be created.

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