Bank Account Nested Tab

This article was developed to provide details regarding the Bank Account nested tab. The article covers the following topics:

• Summary
• Creating a bank account
• Deleting a bank account (if permissions allow)
• Require Bank Account Settings
• Role Permissions

Summary

The Bank Account nested tab allows you to set up a bank account to draft the client's money or issue checks from.

Creating a bank account

1. From the Client Dashboard, click the Bank Account nested tab.
2. Select either the:
   • Check Paying Client; or the
   • Debit Paying Client (default selection).

     NOTE
     If you select Check Paying Client, the system will insert check payments instead of debits in the Enrollment Plan.

3. Enter the banking information in the appropriate fields.
4. When finished, click Save Bank.

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Deleting a bank account (if permissions allow)

1. From the Client Dashboard, click the Bank Account tab. 
   
2. At the bottom of the page, click the Delete Bank button (see image above), and then click Yes when the Confirm Deletion popup displays.

Require Bank Account Settings

Requiring a bank account to be on file before client enrollment can be specified in Enrollment Settings (Enrollments Tab to Settings and then scroll down to "Workflow Settings." See more in our Enrollment Settings article (Opens in New Window).

Role Permissions

The system offers tools to prevent users from interacting with or changing fields in the Bank Account nested tabs. See more in our Roles help center article (Opens in New Window).

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