Overview

This enhancement allows administrators to configure a predefined list of bank types in the Xilnex Portal. The configured bank list will be available in POS and F&B POS, enabling cashiers to select the appropriate bank when processing bank-related payments.

Bank Setup

To configure the bank list:

1. Log in to Xilnex Portal.

2. Navigate to:
System Configuration > Payment > Bank

3. Add the required bank types.

4. Save the configuration.

The configured bank list will be shared across all outlets.

Sync to Xilnex Classic

After completing the bank setup in the Xilnex Portal, perform a Sync Down in Xilnex Classic to download the latest bank list.

Once the synchronization is complete, the bank types will be available for selection in POS and F&B POS.

Using Bank Type in POS

When processing a payment using a payment method that requires bank information:

1. Select the payment method.

2. Locate the Bank Type field.

3. Choose a bank from the predefined list that was configured in the Xilnex Portal.

Manual Entry

If the required bank is not available in the predefined list, the cashier can manually enter a bank name in the Bank Type field.

Note:

• The manually entered bank name is only saved for the current sales transaction.

• It will not be added to the predefined bank list.

• To make a bank available for future transactions, it must be added in Xilnex Portal > System Configuration > Payment > Bank and synchronized to Xilnex Classic.

Summary

• Bank types are centrally managed in the Xilnex Portal.

• The configured bank list is shared across all outlets.

• A Sync Down is required before the latest bank list becomes available in Xilnex Classic.

• Cashiers can either select a predefined bank or manually enter a bank name.

• Manual entries are transaction-specific and do not update the predefined bank list.