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Financial Institutions (Bank)
A Financial Institution is a bank or saving and loan that accepts deposits.
There are two places to create a Financial Institution: The Menu Bar or from the Large Select Account Button. You can on Edit and Delete Financial Institution from the Financial Institutions - Maintenance Table from the Menu Bar.
Menu Bar
Select Maintenance - Financial Institutions.
Note: If Financial Institutions is dimmed, you must first select File - Clear All before continuing. Some tables cannot be edited while open.
Select New
Select Account Button will first prompt you for an account. If you are adding a new account (for example the first time you install EZ-DepositSlip) select the yellow plus button.
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You will then be prompted with the Add Account Information screen.
Select the yellow plus button
See also Sample Check for help locating your checking account an bank routing numbers.