Webinar: Setting up a new bank (06m44s)

In this webinar, learn how to:

202502, 2025Jun17

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How do I set up a bank?
When you set up a bank in the Cash Receipting application, you will be adding the bank to the master bank record in System Management and then you will be able to use the bank in the Cash Receipting application. You can add a bank using System ...
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 ...

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