Accounts

To view bank or financial institution account information about a constituent, from the Revenue tab select the Accounts tab.

Under Financial accounts, you can view the accounts associated with the constituent. For each account, you can view its financial institution, routing and account numbers, account type, and electronic funds transfer (EFT) status.

To ease monetary transactions between your organization and the constituent, you can add and manage these accounts from the grid. For example, a constituent may have an account with a particular bank and ask you to automatically withdraw funds each month to apply toward a recurring gift.

Note: You set up your organization’s bank accounts from the Manage Bank Accounts page in Treasury. After you set up a bank account, you can select a specific bank account to process your organization’s financial transactions, such as transactions included in a direct debit transmission file. For information about how to manage bank accounts, see the Treasury section of the help file.