Retail Banking Template

You can download the files from here:

Please install in the following order:

Demo Data

Further Instructions will be provided soon.

Pre Requisites
1. Create Currencies > Settings > Business Management
a. US Dollar
b. Pound Sterling
c. Euro
2. Set Date format to UK dd/mmm/yyyy
3. Ensure Processes are Activated before Import (15 processes will remain draft as data will need to be imported prior)
Import Data
4. Sign in as the primary user for the demo (I normally use Chris.Perry), Set Date format to UK dd/mmm/yyyy


For Pre Leo Orgs: