How do I delete a master bank record?

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• How do I add a master bank record?

  Set up a master bank record for each bank that you will use in a Connect application. The master bank record will store the bank number and name; bank account; cash account; void check account; and routing number. When you add a bank to a Connect ...

• Can I update a bank record?

  When you make changes to a bank's record in System Management > Master Records, the system will update all of the applications that use the bank record with the new information. Updating a bank record 1. Open Connect System Management > Master ...

• How do I delete a related record from the master contact list?

  Here's how to delete a contact from the Related Contacts List that shouldn't be there. These steps will remove the record from the Related Contacts List, but they will not remove the record permanently from the database. Deleting a master contact ...

• How do I change a bank record in an application?

  Follow these instructions to add a master bank record saved in System Management to the Bank table in an interfaced application such as Cash Receipting, General Ledger, Utility Management, and so on. Changing a bank record in an application 1. Open ...

• How do a remove a bank record from an application?

  Removing a bank record from an application 1. Open Connect [Application Name] > Organization > Banks. 2. Use the Lookup bar to enter the bank number. 3. Press Enter. 4. Click Delete (CTRL+D). The bank record has been removed from the application. ...