Add a bank

1. 1. From the Treasury page, select Manage bank accounts.

2. 2. Select Add a bank under Tasks.

3. 3. From the Organization field, select the search icon.

4. 4. From the Non-Bank Search screen, search for and select the organization to add as a bank.

   Tip: Enter the first few letters of the organization’s name and press Tab.

5. If the organization is not in your database, you can add it from this screen. To add an organization from the Non-Bank Search screen, on the Results grid, select Add.

   Note: If an organization has a Bank constituency, it does not appear in the search.

6. 5. Select Select.

7. 6. In the Routing number field, enter the routing number for the account. This number is provided by your bank.

8. 7. Select Save.

Note: You can view the Bank constituency record on the Constituencies tab on the Organization record.