To get started, make sure you have your username and password ready.
Once you log in, you will land on the welcome screen.
Please click to change the language to Tamil.
1.1 ADD BANK
Add a Bank - Step-by-Step:
Step 1:Reach the Bank Section:
From the main side menu, click on "Accounts", then go to "Masters", and finally choose "Bank". This will open the Bank Search page.
Step 2:Adding a Bank:
Located at the top-right corner of the Bank Search page, there is an “Add Bank” button. Simply click on this button to proceed.
Step 3:Fill in Details:
Upon clicking the 'Add Bank' button, the Add Bank page will open. Complete the following information:
Bank Name: Enter the full name of the bank where the account is held. This helps identify the financial institution associated with the account. This is a mandatory field.
Account Number: This is the unique number assigned to your bank account. It's a critical piece of information for financial transactions and identifying your account. This is a mandatory field.
IFSC Code: The Indian Financial System Code (IFSC) is a unique alphanumeric code that identifies a specific bank branch. It's essential for interbank electronic transactions in India.
SWIFT Code: The Society for Worldwide Interbank Financial Telecommunication (SWIFT) code is used for international money transfers. It identifies a specific bank and branch for global transactions. This is a mandatory field.
AD Code: The Authorized Dealer code is assigned by the central bank and is crucial for foreign exchange transactions. It helps monitor and regulate international trade and payments.
Notes: This field allows you to add any extra information or remarks related to the account, such as special instructions or context.
ABA Code: The American Bankers Association (ABA) routing code is used in the United States for processing electronic transactions like ACH transfers and wire transfers.
IBAN Code: The International Bank Account Number (IBAN) is used for identifying bank accounts internationally. It's crucial for cross-border transactions.
Select Yes/No If India Pvt Ltd: This choice lets you indicate whether the entity associated with the account is an India Private Limited company or not. This classification can have specific legal and financial implications. This is a mandatory field.
Active: This option allows you to specify whether the entry is currently active or not. It's useful for managing and tracking the status of various accounts or entities. This is a mandatory field.
To modify values of dropdown, you can access the 'Master Category' page. This page provides the necessary interface to edit existing options within the dropdown list.
1.2 SEARCH BANK
Search a Bank - Step-by-Step:
Step 1:Start Searching:
On the Bank Search page, you can search in different ways:
By Bank Name: Type the bank name. This is a mandatory field.
By Account Number: Type the account number
By IFSC Code: Type IFSC code.
For All: If you don't have a specific bank, account number, or IFSC code just click "Search" to see all banks.
Step 2:See the Results:
After clicking "Search", you'll see results:
If you search by bank, account number, or IFSC code, you'll find the matching banks.
If you didn't search, you'll see a list of all banks.
At the lower right corner of the search results, you'll find a download button. This button serves the purpose of providing you with an extensive list of bank details in the form of an Excel file. By clicking on this button, you have the option to download the entire collection of bank information, making it easily accessible for your records or further analysis.
1.3 EDIT BANK
Edit a Bank - Step-by-Step:
Step 1:Find Bank Edit:
Step 2:Start Editing:
On the Bank Search, you can edit Bank:
By bank, account number, or IFSC code: Type the bank, account number, or IFSC code.
Click Search: Press "Search" to find the Bank you want to edit.
Step 3:Edit Details:
After searching, you'll see the Bank you want to edit.
Click "View/Edit" next to that Bank Name to reach the Edit Bank page.
Step 4:Update Info:
On the Edit Bank page, you'll see existing details.
You can make edits to your entry and then proceed to submit it.
That's it! You have learned how to ADD, SEARCH, EDIT a bank using the DMeX app. If you need help, contact the support team.