Bank Codes

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Overview

Backstage provides you with a set of standard German bank codes as a starting point for creating your own national and international financial data directory. These codes are accessible in all areas where financial data is required.

The length of Bank Codes across countries varies significantly. Depending on the country, the codes may range from four to nine digits. Backstage can accommodate these varying lengths.

Add bank codes

Adding bank codes in Backstage is simple. Once created, they will be available in various areas of the system.

  1. Navigate to Administration > Settings > Bank Codes.
  2. Select Edit > New.
  3. Enter Bank Code and the corresponding BIC Number.
  4. Enter the financial institution's Full Name and Short Name, as well as its Zip Code and City.
  5. Fill in Zip Code, City, and Country manually or use the pre-stored data via the lookup button .
  6. Click Save.

A screenshot of Bank Codes window showing setup fields.
Bank Codes setup window

Tip

Import Bank Codes
If you want picturemaxx to do a mass import of your Bank Codes, please contact us at support@picturemaxx.com. We will send you a migration template, which you can fill out and return.  This approach ensures a smooth and accurate integration.

SWIFT-BIC (Business Identifier Code)

The SWIFT-BIC (Business Identifier Code) is colloquially called the “BIC Code” or the “SWIFT Code.”

It is a unique code, approved by the International Organization for Standardization (ISO), which identifies each of the participating institutions, which includes banks, brokerages, depositories and other businesses.

The BIC or SWIFT code has a length of 8 or 11 alphanumeric characters and the following structure:
MARK 4-digit bank code, reflecting the institution’s name (letters only)
DE 2-digit country code in accordance with ISO 3166-1 (letters only)
FF 2-digit location code (alphanumeric characters)
100 Optional 3-digit branch or department code (alphanumeric characters)

Select bank codes on master data records

Existing and newly created bank codes are available both in all master data records (e.g., Sales > Customer or Purchasing > Partner) and in your general company data (Administration > Company Settings > Company Data). The […] lookup button allows you to view and select the stored data.

To apply a bank code to a master data record, proceed as follows:

  1. Navigate to master data records and double-click the record in the list to open it.
  2. On the Master Data tab, click the Finance sub-menu.
  3. Click the lookup button next to the Bank Code database field to open the Bank Codes overview.
    • In the overview, search and select the desired entry and click Choose.
  4. The system automatically populates the fields with the matching bank code (BIC, bank name, short designation, zip code, city).
  5. Click Save.

A screenshot of a Customer master data window with Bank Accounts sub-tab highlighted. The lookup button next to the Bank code field is highlighted and there is an arrow pointing from the button to the fields that are automatically populated with bank details.
Customer master data > Bank Accounts sub-menu: auto-populate bank details

Manage bank codes

Go to Administration > Settings > Bank Codes to see a list of all the Bank Codes you have in the system.

To enter a new Bank Code:

  • Select Edit > New.

To edit an existing Bank Code:

  • Double-click its name or select it and click Edit > Open.
  • Make the necessary changes and click Save.

To delete a Bank Code:

  • Select the Bank Codes you don’t need and click Edit > Delete.

Note

The integrated table functions allow you to search, filter, and sort records. For more information on these functions, as well as how to set up custom views and use the export function, see Advanced Table Views.