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FAQ ID # 13
Last Update : 2009/12/02
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Question / Issue
How do I set up my bank accounts in InsurancePro?

Answer / Solution

To set up your bank accounts:

  1. 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.
  2. 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.
  3. Tab through each field to enter the necessary information, overwritting the default entries as needed.
  4. 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. 
  5. Once you have entered all of your bank accounts, click on the Save Changes button on the bottom left of the screen.
  6. 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.


Direct Link to This FAQ
http://www.itcdataservices.com/support/IP6FAQ/?f=13

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Setting up bank accounts

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