Setup Banks and ABA Codes in GuestPoint

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.


            Banks list with the Inactive button available to display all banks including inactive records


Bank list row icon identifying an active bank recordIdentifies the active banks

Bank list row icon identifying an inactive bank record 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. 

            Banks screen with the Add Record button highlighted to add a new bank

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

            Add Record form with fields for bank code and bank name to be entered