Bank accounts in TOPS [ONE] are global. This means that you can add multiple accounts from multiple communities to one bank. The following steps will walk you through adding a new Bank Account
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Step-by-Step
- Click on PORTFOLIO.
- Select Banks.
- Click on Actions.
- Add Bank. - Fill in the appropriate information
- Bank ID, Bank Name, and Display name are all required fields, and must be unique.
- Review the entered information, and click save
, to finalize adding the bank.
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