Accounts Tab in Contributor Details
KBA-02239-K5G2L6
Purpose & Scope
Accounts Tab in Contributor Details
Procedure
The Accounts tab in Contributor Details is where account and routing numbers from scanned checks are stored, as well as the routing numbers and account numbers that are entered manually. When entering new account information, users should determine whether or not the account is a shared account. The following information is available for input:
  • Attributed to - Household or Individuals 
  • Account type - ACH, Cash, Checking, Credit Card, Online, or Voucher
  • Account number
  • Routing Number
  • Shared
Additional Comments