Bank Record

The bank record displays information about the organization, such as name and address, lookup ID, and status. To view bank-specific information, such as default banking information and details about each account within a bank, use the General and Accounts tabs under the Bank tab.

Note: On the Accounts tab, depending on the bank systems enabled for your organization, additional columns that represent bank system and routing number information may display on this page. You can enable or disable bank systems for your organization from the Banking systems link on the Treasury page.

On the Bank tab, you can edit the default bank information. For more information about default bank information, refer toAdd a bank. You can also add, edit, and delete bank accounts associated with the bank. For more information about bank accounts, refer toBank Accounts.