Central — Banks

Overview

The Banks page is the admin interface for managing bank definitions used in payment settings. Admins can filter bank records, create new bank names, toggle bank maintenance settings, and access edit or configuration actions for each bank.

Access

• URL: /dashboard/bank
• Role required: Admin
• Navigation path: Sidebar > Payment Settings > Banks

Page layout

Header

The page header contains the page title and the primary action button.

Element	Type	Description
Banks	heading	Page title
Create New Bank Name	button	Opens the modal to add a new bank record

Filters

Use the filter row to narrow the displayed bank list.

Element	Type	Description
Bank Category	dropdown	Select a category to filter banks
Currency	dropdown	Select a currency to filter banks
Search	button	Apply the filter values
Reset	button	Clear the filter selection

Bank table

The bank table shows each bank record and lets admins review status and perform actions.

Column	Description
No.	Row number
Bank Name	Bank display name
Bank Image	Bank logo or image icon
Bank Category	Bank type/category
Maintenance	Toggle to enable/disable settings for the bank
Currency	Currency associated with the bank
Action	Buttons for editing bank details, editing config, or deleting the bank

Example rows

Common rows observed in the current view include:

• Abc Bank — BANK — PHP (Philippine)
• Bank Cina — BANK — CNY (Chinese)
• Bank Def — BANK — PHP (Philippine)
• Bank Of Ayudhya — BANK — THB (Thailand)
• Bank Of China — BANK — MYR (Malaysia)
• Bca — BANK — IDR (Indonesia)

Actions

Create a new bank

1. Click Create New Bank Name.
2. In the Create New Bank Name modal, fill in the required fields:
   • Bank Code*
   • Bank Category*
   • Bank Name*
   • Url Bank Logo* (or use Browse File)
   • Currency*
   • Min Digit* and Max Digit*
   • Deposit Limit (Min)* and Deposit Limit (Max)*
   • Withdraw Limit (Min)* and Withdraw Limit (Max)*
3. Click Save to create the bank.
4. Click Cancel or Close to exit the modal without saving.

Filter the bank list

1. Use Bank Category to restrict the list to a specific bank type.
2. Use Currency to show only banks for the selected currency.
3. Click Search to apply filters.
4. Click Reset to clear filters and return to the full list.

Manage maintenance settings

1. Locate the bank row in the table.
2. In the Maintenance column, click the Use setting switch to toggle on or off.
3. The label shows the current state, such as off.
4. Toggling maintenance settings updates the bank’s availability for related bank workflows.

Edit Bank details

1. Click Edit Bank in the row action column.
2. This action is expected to open a bank edit dialog where you can update bank metadata.
3. Save or cancel the changes in the opened dialog.

Edit bank configuration

1. Click Edit Config in the row action column.
2. This action is expected to open the bank configuration dialog or screen for advanced settings.
3. Adjust config values and save them.

Delete a bank

1. Click Delete in the row action column.
2. Confirm the deletion if prompted by a confirmation dialog.
3. The bank is removed from the list when deletion completes.

Modal / popup details

Create New Bank Name modal

This modal appears when you click Create New Bank Name.

Field	Type	Description
Bank Code*	input	Bank code identifier (e.g. BCA)
Bank Category*	dropdown	Select bank category
Bank Name*	input	Name of the bank
Url Bank Logo*	input/button	Enter a bank logo URL or browse a file
Currency*	dropdown	Select the currency for the bank
Min Digit*	input	Minimum digit length for account numbers
Max Digit*	input	Maximum digit length for account numbers
Deposit Limit (Min)*	input	Minimum deposit limit
Deposit Limit (Max)*	input	Maximum deposit limit
Withdraw Limit (Min)*	input	Minimum withdrawal limit
Withdraw Limit (Max)*	input	Maximum withdrawal limit
Cancel	button	Close modal without saving
Save	button	Save the new bank record

User guide tips

• Use filters first to narrow down banks before editing.
• If you only want to change bank availability, toggle Use setting without opening the edit dialogs.
• Use Edit Bank for metadata changes and Edit Config for advanced bank settings.
• Save form entries carefully in the modal to avoid incomplete bank setup.

Notes

• The modal dialog is the main way to create new banks.
• Row actions can open edit or configuration dialogs, depending on the bank workflow.
• Screenshot of the page and create modal is available at docs/central/banks.png.