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Add Deposit Account

Add Deposit Account

1 - Click into the Project Admin Center Project Admin.
2 - Click on Project Setup and select Inventory Settings.

3 - Click on the Deposit Accounts tab.

project settings

4 - Click on Add Deposit Account.

project settings

5 - A new line will appear. Enter the Account Name in the space provided. In the same line, double-click under Account Number and enter the Account Number in the space provided. Do the same for Institution.

You can enter your Deposit Accounts in two ways:

a) Click on Add Deposit Account multiple times to add as many fields as you need and then go back and enter your Deposit Account information in the spaces provided; or

b) Click on Add Deposit Account, enter your Account Name, Account Number, and Institution in the spaces provided, and then click on Add Deposit Account again and repeat the process as many times as needed.

project settings

6 - Click Save.

Note: A red triangle in the upper left corner of an entry indicates the item has not been saved. Once it's been saved, the red triangle will disappear.

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