Banks

Use to create and modify bank shifts.

Add a bank

1. Select one of the two statuses:

   1. Active if the housekeeping attendant is currently needed.

   2. Inactive if the housekeeping attendant is no longer needed.

2. Populate necessary fields:

   1. Code

   2. Description

   3. Amount

3. Click Save to save settings, or click Cancel to exit without creating the new bank.

Edit or delete a bank

1. Click the pencil icon to edit a bank's details.

2. Click the trash icon to delete a bank.

Filter or sort how the banks display

1. Click Filter to view and select more options to display:

   1. Active bank shifts

   2. Inactive bank shifts

   3. All bank shifts (default)

2. Click Code to change the order the information below displays.

Field Definitions
Active	The bank is available to be opened and used.
Inactive	The bank is not available for use.
Code	Use to type in a shorthand identifier in place of something.
Amount	The total amount of fund that the bank starts with.

 

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