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grantsprojects:tables:ssamembers:bankcode

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grantsprojects:tables:ssamembers:bankcode [2021/04/08 14:22] – emorenograntsprojects:tables:ssamembers:bankcode [2022/08/12 14:02] (current) – emoreno
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-======Bank Code======+======Bank Code - GRT2150======
  
 <div #message></div> <div #message></div>
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 //**Grants and Projects > Tables > SSA Members > Bank Code**// //**Grants and Projects > Tables > SSA Members > Bank Code**//
  
-<WRAP round intro>This tab is used to enter and maintain information about banks participating in direct deposit. In order for a member to receive a direct deposit, you must add specific bank information for the member. You can add or edit information in the bank table at any time. </WRAP>+<WRAP round intro>This tab is used to add and maintain member bank information for EFT payments processed in the Grants and Projects application. If the member uses the same account information for vendor EFT payments, this tab does not need to be populated.  
 + 
 +The bank information hierarchy is as follows: This tab is the primary source of bank information for grant payments. If this tab is blank, the bank information from the [[finance:maintenance:vendorinformation:vendormiscellaneous|Finance > Maintenance > Vendor Information > Vendor Miscellaneous]] tab is used. If the Vendor Miscellaneous tab is blank, a check is issued.   
 +</WRAP>
  
 ====View a record:==== ====View a record:====
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 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Member|Begin typing the member name or six-digit county-district number. As you type the data, a drop-down list of corresponding data is displayed. Or press the Spacebar to view a list of members. Select a member and click **Retrieve**. The member record is displayed.\\  \\  If the member name or county-district number is not known, click [[general:members_directory|Directory]] to perform a search of all active members.|+^Member|Begin typing the member name or six-digit county-district number. As you type the data, a drop-down list of corresponding data is displayed. Or, press the Spacebar to view a list of members. Select a member and click **Retrieve**. The member record is displayed.\\  \\  If the member name or county-district number is not known, click [[general:members_directory|Directory]] to perform a search of all active members.|
  
 ====Add a bank record:==== ====Add a bank record:====
  
- +{{page>general:grantsprojects:tables:ssamembers:bankcodebody}}
-VCV Under **Bank Information**: +
- +
-^EFT E-mail|Type the member's email address to send EFT payment information. The field can be a maximum of 45 characters. This field is required when adding a bank information record.| +
- +
-{{page>general:bankinformation}} +
- +
-VCV Click **Save**. +
- +
  
 ====Other functions and features:==== ====Other functions and features:====
grantsprojects/tables/ssamembers/bankcode.1617891768.txt.gz · Last modified: 2021/04/08 09:22 (external edit)

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