Managing and Creating Banks

The Banks Section:

• View all banks linked to your organization in one central list.
• Create new bank profiles to support different accounts.
• Edit or update details if bank information changes.
• Delete banks that are no longer in use (available only to users with the proper permissions).
• Customize check templates for each bank using the built-in Check Designer to ensure your printed e-checks meet your organization’s visual and compliance standards.

Each bank profile includes:

• Bank name and company name
• Routing number and account number
• Physical address and contact information
• Any additional account identifiers required for processing payments
  
  

How to create a new bank:

1. Navigate to the Banks section from your organization dashboard.

2. Click Create New Bank.

3. Complete the Bank Form, filling in all required fields (such as bank name, routing number, and account number).

4. Click Save to add the bank to your organization’s list.

From the Banks list, you can:

• Edit details if bank account information changes.
• Delete accounts (if you have admin or editor rights).
• Access the Check Designer to adjust your e-check layout: add your logo, signature, QR codes, or adjust text formatting.
  

The Banks section ensures that all your payment operations are connected to the correct accounts and that your e-checks are printed with the right details and professional formatting.