Question / Issue |
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How do I set up my bank accounts in InsurancePro? |
Answer / Solution |
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To set up your bank accounts:
- On the Main Menu screen select Setup Bank Accounts from the Payments menu.
- 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.
- Tab through each field to enter the necessary information, overwritting the default entries as needed.
- To add additional bank accounts, click on Add a new Bank Account at the bottom of the screen.
- After each bank account entry, click on the Add button at the bottom right of that screen to add that bank account.
- Click on Done to exit the screen
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Related Links |
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Setting up Bank Accounts Document on Setting up Bank Accounts |