Add a bank in TOPS [One]
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
- 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.
More Banks Articles
Digital Signatures Overview Adding a Digital Signature to Your Check Template Setup & Link Bank Account Set up Banks Accounts Overview How to Select or View Bank Account Automatic Bank Account Reconciliation- Smart Banking Smart Banking Features Set Up Smart Banking Smart Banking- Before you Start... Smart Banking Overview See more