Skip to main content
CCH Software User Documentation

Create a Bank or Lender

Product Help Banner.png


  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


  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


  • Was this article helpful?