36 - Setup - Banks

Procedural Note 36   

Management Tab – Setup – Banks

A default list of banks and their ABA codes is preloaded here. To add a new bank in the future, simply select "Add Record" and enter the Code and Bank Name. To edit an existing record, double-click on it.

 

            1.      The screen will load a list of banks and their codes. Pressing Inactive will present all banks in the list including any that have been marked as inactive.

            

Identifies the active banks

 Identifies the inactive banks

 

      2.      a) If the bank you use is not currently displayed in this list, you can add it in by pressing + Add Record. 

            

      b) Enter the bank code and name (If unsure of the correct code, reach out to your bank).

            

            

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