Using the Browse & Configure Banks Page

You can use the Browse & Configure Banks page to browse and configure banks for your agency.

Applies to: Accountants, Accounting Assistants 

This article explains how you can browse and configure banks  for your agency. The page includes fields for name, street, city, state, zip, and routing number. 

 You can find this page by going to the “Accounting” tab in the side navbar, then going to “General”, and then selecting “Browse & Configure Banks” from the Bank tab. 

You can use this page to answer the following questions:

• What banks are saved in BindHQ?
• How can I look at and configure banks for my agency? 
• How can I add a new bank in BindHQ?
• How can I edit the details of a bank already created in BindHQ?

You can edit the existing banks listed on this screen  by clicking the grey button on the right hand column.

This will bring you to the Bank Details page where you can enter the following information:

• Name

• Address

• City

• State

• Zip Code

• Routing [Number]

• ACH Identifier [Account Number]