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grantsprojects:tables:ssamembers:bankcode
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Bank Code - GRT2150
Grants and Projects > Tables > SSA Members > Bank Code
This tab is used to add and maintain member bank information. 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.
View a record:
| Field | Description |
|---|---|
| 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 Directory to perform a search of all active members. |
Add a bank record:
❏ 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. |
|---|
| Bank |
Begin typing a bank code or name. As you type the data, a drop-down list of corresponding data is displayed. The bank information must exist on the Finance > Tables > Bank Codes tab. Select a bank code. If the bank code or name is not known, click |
|---|---|
| Bank Acct Nbr | Type the corresponding bank account number for the selected bank. |
| Bank Acct Type | Select the account type for the selected bank and bank account number.
• 2 Checking account |
| PreNote | Select to generate a prenote to the bank. |
❏ Click Save.
Other functions and features:
| Retrieve |
The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost. |
|---|---|
 |
Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved. |
| Add | Click to add a new member record. |
grantsprojects/tables/ssamembers/bankcode.1619555772.txt.gz · Last modified: 2021/04/27 15:36 (external edit)