The Banks table maps a bank's ABA Routing Number to its bank name. You can add, edit or delete information in this table.
From the Applications menu, select BackOffice Management > Bank Management > Banks to access the Banks table.
Search for a bank
To find an existing bank in the Banks table:
Enter one or both of the following:
the ABA Routing Number
the Bank Name
Note
You can use the asterisk (*) wildcard in either field to limit the results of your search.
Click Search. This displays the results in the list below the search button.
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Add a bank
To add a bank to the list:
Right-click in the bank list and select New. This opens the Add Bank window.
Enter the ABA Routing Number which must be unique, contain only digits, and be exactly 9 digits in length.
Enter the Bank Name which is limited to 50 characters (only the first 50 characters are saved).
Click Save.
Change a bank name
To change the name of a bank:
Right-click the bank you want to change and select Edit. This opens the Edit Bank window.
Change the Bank Name.
Click Save.
Note
You cannot change the ABA Routing Number. If you need to change a bank’s ABA Routing Number, you must first delete the Bank and then add a new one with the correct routing number.
Delete a bank
To delete a bank:
Right-click the row you want to remove and select Delete. This displays a confirmation box.
Click Yes to delete the bank.
Note
There is no validation prior to deleting a bank. Any bank can be deleted, even if the routing number is in use (for example, on an E-Pay Bank Account).
Importing a bank file
You can import a file containing the ABA Routing Number and Bank Name. See Importing a Bank File.