Bank Accounts
What this screen does
The Bank Accounts screen lists bank accounts registered for the firm in AQL. From here you can:
- Browse and search accounts.
- Add a new bank account or edit an existing one.
- Delete an account that is no longer used.
Where it is: Sidebar → Clients Management → Bank Accounts.
Tasks
How do I search for an account?
Use the Search box above the table — you can search by account number, account name, IBAN, bank, or currency.
How do I add a bank account?
-
Click Create at the top of the page.
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Enter Account Number and Account Name (Arabic and English).
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Select the Bank, and enter IBAN and SWIFT Code.
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Enter Address (Arabic and English) and bank address if needed.
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Select Currency and Sub Currency.
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Click Save.
How do I edit or delete an account?
From the table, click Edit or Delete on the row, then confirm.
Fields
| Element | Purpose |
|---|---|
| Account Number | Bank account number |
| Account Name | Name in Arabic and English |
| IBAN | IBAN number |
| SWIFT Code | SWIFT code |
| Bank | Linked bank |
| Currency / Sub Currency | Account currency units |