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Bank accounts are defined and listed under the AdminCore/Bank Account menu. Multiple bank accounts may be setup to have the option to print disbursements from. The user has the ability to add start and stop dates for each bank account. Any bank account that is listed and as active may be selected from a drop down when processing disbursements.
Bank Account Default
Click 
to make the selected bank account the default bank account used, or shown, to the user when posting transactions. The Default Bank Account is highlighted in green.
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Create Bank Account
From the
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Core menu select 'Bank Account.'
Click on Create.
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3. Enter Desired Information.
4. Check 
to make the selected bank account the default bank shown to users when posting transactions.
5. Click on 
to create the bank account
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or click
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on 
to not create the bank account and return to the
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grid.
Search Bank Account
The bank account search account grid allows you the user to search for existing bank accounts by clicking in any box under the grid headers the filter row in the grid columns and entering in the desired information. Click on the bank account number on any row of the search results to see a summary view of the record. The pencil with paper icon will allow the user to edit the bank account and the circled x will allow the user to delete the bank account. The Click on 
beside a bank account to see the full details. The Advanced Search can be utilized by clicking on the magnifying glass 
in the upper right side of the grid. Please refer to the Query (change to grid?) chapter for more details on how to use the query capabilities of the software.
Edit Bank Account
Click on the Edit icon in 
in the grid beside the bank account to edit the record. Only fields that are allowed to be edited will be displayed.
Add Start/Stop Date
From the
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Core menu select 'Bank Account.'
Search for and select desired bank account.
Click on
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the
icon beside the desired bank account and input a valid date into either the start or stop date field.
Click on
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to save the changes,
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click
to remove the changes and leave the record as it was.
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Delete
Click Click on delete icon 
in the grid beside the desired bank account account. A confirmation box will appear asking to the user to confirm that the bank account should be deleted. Bank accounts may only be deleted if they have no related transactions.
Report Creation
To create a report of the Bank Accounts listed on the grid, please click on the 
button.
Sample Report of Bank Accounts
