Bank Master

The Bank Master is used to define and manage bank details that are referenced across payroll, salary transfer, and employee banking configurations.

Module URL

• Bank Master Page
  /masters/bank-master

1. Bank List Page

Purpose

Displays all configured banks and allows users to search, edit, or delete bank records.

Page Elements

Table Columns

• S No
• Bank Name
• IFSC Series
• Account Number Length
• Transfer Salary
• Status
• Actions

Available Features

• Global search across bank records
• Column-level filtering
• Checkbox selection for rows
• Edit and Delete actions for each record

2. Add Bank

Purpose

Allows users to add a new bank to the system.

Form Fields

• Bank Name

  • Text input
  • Placeholder: Enter Bank Name
  • Mandatory field

• Account Number

  • Text input
  • Placeholder: Enter Account Number
  • Mandatory field

• MICR Code

  • Text input
  • Placeholder: Enter MICR Code
  • Optional field

• IFSC Series

  • Text input
  • Placeholder: Enter IFSC Series
  • Mandatory field

• First Contact Person

  • Text input
  • Placeholder: Enter First Contact Person
  • Mandatory field

• First Contact Number

  • Numeric input
  • Placeholder: Enter First Contact Number
  • Mandatory field

• Second Contact Person

  • Text input
  • Placeholder: Enter Second Contact Person
  • Optional field

• Second Contact Number

  • Numeric input
  • Placeholder: Enter Second Contact Number
  • Optional field

• Transfer Salary

  • Radio / Select option
  • Default: By Bank
  • Mandatory field

• NEFT Bank Name

  • Dropdown
  • Placeholder: -- Select Bank --
  • Optional field

• Bank Account Length

  • Numeric input
  • Placeholder: Enter Bank Account Length
  • Mandatory field

• Address

  • Text area
  • Placeholder: Enter Address
  • Optional field

• Remark

  • Text area
  • Placeholder: Enter Remark
  • Optional field

Actions

• Save
  • Validates mandatory fields
  • Saves the bank details
• Reset
  • Clears all entered data

Validation Rules

• Bank Name cannot be empty
• IFSC Series is mandatory
• Account Number Length must be numeric
• First Contact Number must be valid
• Duplicate Bank Names are not allowed

3. Edit Bank

/masters/bank-master/edit/:id

Purpose

Allows modification of an existing bank record.

Behavior

• Clicking the Edit icon opens the bank details in editable mode
• All fields are pre-filled with existing data

Editable Fields

• Bank Name
• Account Number
• MICR Code
• IFSC Series
• Contact details
• Transfer Salary
• Bank Account Length
• Address
• Remark

Actions

• Save
  • Updates the bank information
• Reset
  • Restores original values

4. Delete Bank

Purpose

Allows removal of a bank record.

Delete Flow

1. Click the Delete icon from the Actions column

2. A confirmation popup appears:

   Are you sure you want to delete this Bank?

3. User options:

   • Yes – Permanently deletes the bank record
   • Cancel – Cancels the deletion

Summary

The Bank Master ensures centralized and standardized management of banking details required for accurate salary processing and financial operations.