Enter the authorised persons for the bank details. This is purely for information purposes and does not have any consequences in WINPACCS.
NOTE: This tab is only available for bank details of the Office bank account, Project bank account, Partner bank account or Head office bank account account type. |
Overview of the authorised persons
Use the following functions to edit the authorised persons for bank details. All the Persons and Users who are not archived are available.
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Add authorised persons |
Opens a window in which you can add authorised persons. Simply start typing a name and select a person. You can add several people. |
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Remove all authorised persons |
Removes all authorised persons. |
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Delete |
Click on Delete in the last column of the table to remove authorised persons individually. |
Functions
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Creates a PDF document with all the master data, authorised persons and assigned projects included in bank details. |
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Close |
Closes (archives) the bank details. In order to be able to close bank details, they must no longer be assigned to any postable bank sub-accounts. |
