Browse Bank Accounts

Use the Browse Bank Accounts window to locate existing or to add Bank Accounts. Sort the Browse Bank Accounts screen or select to create a new Bank account. Select the button to edit or review an existing account or double click to open.

 

At a Glance Information

Bank Account displays the assigned ID for the account

Account Name is the bank account name

Sweep Days is visible if ACH Deposit Sweeping parameter is enabled which adds a Sweeping tab within the account. Indicates the number of days deposit sweeping occurs to the destination account.

Status shows the status of the account.