Page Comparison

Note: You can only have one banking record setup for each country.

1. From the top navigation bar, click Clients. The Clients page appears.
2. Click Continue next to the desired client. The Clients page for the applicable client appears.
3. In the left navigation bar, click Banking. The Banking page appears.
4. In the middle of the page, click Add banking. The Banking info overlay appears.
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5. Select country where bank is located. Applicable fields will appear for that country.
6. Enter information in applicable fields.
7. Upload a blank check, when applicable.
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8. Click Save. Banking record is added to the list.
9. After entering all Banking records, on the top of the page, check the box next to “After this section is completed, please check here”. A green check mark appears next to Banking in the left navigation menu.
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1. From the top navigation bar, click Clients. The Clients page appears.
2. Click Continue next to the desired client. The Clients page for the applicable client appears.
3. In the left navigation bar, click Banking. The Banking page appears.
4. Click Edit next to the desired Banking record. The Banking info overlay appears.
5. Modify desired fields.
6. Click Save. Banking record is updated.

1. From the top navigation bar, click Clients. The Clients page appears.
2. Click Continue next to the desired client. The Clients page for the applicable client appears.
3. In the left navigation bar, click Banking. The Banking page appears.
4. Click Remove next to the desired Banking record. The Remove banking overlay appears.
5. Click Confirm. The Banking record is removed from the list.