Bank

 

This feature allows users to attach debtor bank account information to the debtor's account to be accessed and viewed easily.

 To Add a Bank:

Click the button.

Find the bank by scrolling through the list of existing banks.  Or putting the bank name in the Find field.

If this is new bank, click the button.

Enter the bank demographics and click the button. Next, click the button.

Click the button to continue the process.  Click the button to stop the addition of this bank.

Enter any additional bank information such as Account Numbers and Comments.

Click the button.

 To Remove An Bank:

Select the Bank from the list.

Click the button.

Click the button to continue the removal process.  Click the button to stop the removal process.

 Bank Detail:

Click the button to list the employers information and history.


Note: You can add more than one bank. They can also designate which of these banks the document variables will reference.

See Account Members.