# accounting-bank-information

# Bank Information – List View

**Module:** Accounting  
**Screen Type:** List View  
**URL:** `/^accounting/bank-information/`  
**Model:** BankInformation  
**Record Name:** Bank Information  
**Plural Name:** Bank Information  

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## What This Screen Is For
_TODO: Explain what this screen does in plain language._

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## What You See on This Screen
📸 _Add a screenshot of this screen._

## Fields on This Screen

| Field | Type | Description |
|------|------|------------|
| Last Modified At | Date & time | _TODO_ |
| Last Modified By | Relationship (single) (optional) | _TODO_ |
| Bank Information | Relationship (one-to-one) | Connects to the GL transaction that needs to be balanced |
| Transaction Date | Date | Record the date that this transaction took place |
| Posted | Yes/No | Records whether or not this transaction has cleared the bank |
| Expense Account | Relationship (single) (optional) | If this is balanced by a single transaction, select a balancing account to use |
| Check Number | Text (optional) | Record the check number, ACH number, or other identifying number here |
| Payee | Text (optional) | Records the payee or "Pay to the order of" field on a check |
| Dispersal Method | Text (choice) | Records how this withdrawal was made. If Print Check is selected, this check will be printed or added to the print queue. |

## System Fields (Managed Automatically)

⚙️ These fields are managed by the system and usually do not need to be edited.

| Field | Type | Description |
|------|------|------------|
| Id | Auto number (ID) | _TODO_ |
| Created At | Date & time | _TODO_ |
| Created By | Relationship (single) (optional) | _TODO_ |
| Custom Fields | Extra Fields JSONField | _TODO_ |
| Deleted At | Date & time (optional) | _TODO_ |

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## Common Tasks
- _TODO_

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## Tips & Helpful Hints
💡 _TODO_

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## Who Uses This Screen
- _TODO_

## Related Screens

- **Detail View** — [accounting-bank-information-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-information-id)

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## Advanced Notes
_TODO_