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FAQ ID # 65
Last Update : 2009/09/11

Question / Issue
How do I set up my bank accounts in InsurancePro?

Answer / Solution

To set up your bank accounts:

  1. On the Main Menu screen select Setup Bank Accounts from the Payments menu.
  2. When the Bank Account Setup screen appears for the first time, click in the Bank Account entry field and enter the type of account it is.
  3. Tab through each field to enter the necessary information, overwritting the default entries as needed.
  4. To add additional bank accounts, click on Add a new Bank Account at the bottom of the screen.
  5. After each bank account entry, click on the Add button at the bottom right of that screen to add that bank account.
  6. Click on Done to exit the screen

Related Links
Setting up Bank Accounts
Document on Setting up Bank Accounts


Direct Link to This FAQ
http://www.itcdataservices.com/support/IPFAQ/?f=65

Tags
Bank Accounts

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