Add a Bank Account to a Bank Record

  1. Select Bank Management from the Banking menu, and the Bank Management window opens.

  2. Select the bank to which you want to add accounts, and click Edit, or click the Bank Name link. The Edit Bank window opens.

  3. Click the Add button at the bottom of the window, and the Add Bank Account window opens.

  4. Complete the fields as described. Fields marked with a red asterisk (*) are required.

  5. Click Save. The bank account record is saved, and the Assign Element Value Pairs tab is displayed. Example

  6. If checks will be drawn on the bank account for a fund, continue with Assign Element Value Pairs to assign the fund & controlling element values, Begin with step 4.
    If not, you may want to enter contact information for the bank.

See also:

 

Return to Add a Bank

Return to Bank Management Overview