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CCH Software User Documentation

Create a Bank or Lender

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  1. Click the clipboard_e73206ee758401c37e0d3a615b329d80c.png in the Interest from UK Banks data entry screen.

  1. Click New.
    The Create Bank or Lender Wizard appears

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  1. Work through the wizard and click Finish when complete.
    The following fields update depending upon whether you create a bank or lender:

  • Bank/lender name
  • Bank sort code
  •  Alternate lender code

 

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