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, go to the Payments menu at the top left of the screen and 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 in the last blank row under the Bank Account column and begin entering the information for the additional bank account.
- Once you have entered all of your bank accounts, click on the Save Changes button on the bottom left of the screen.
- You will get a message confirming that your changes have been successfully saved and ask if you want to close the window. Clicking Yes will exit the screen.
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