Financials settings

Use Financials settings to maintain the bank accounts available for payment processing in Grantmaking. This setup supports check-based workflows and helps ensure the correct banking details and templates are available when payments are produced.

Note: Manage bank accounts is available only when your organization uses the Accounts Payable (A/P) Module with Check Writer. For a product walkthrough, see Check Writer - Adding Bank Accounts.

From Control Panel, select Settings. In the Financials tile, open the menu and select Manage bank accounts.

Add a Bank Account

1. Select Add bank account.

2. Enter the bank account details.

3. If needed, select a Default check template.

4. If the account should not be used immediately, mark it as Inactive.

5. Select Save and close.

Delete a Bank Account

1. In the bank account list, find the account you want to remove.

2. Open its menu and select View record.

3. Select Delete, then confirm by selecting Yes.