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Set up your firm and staff

Set up a bank for your firm

Create a comprehensive bank entry that will simplify your firm's financial processes.
The
Banks
 screen is where you keep all routing numbers used by your firm's clients. Adding bank information here makes data entry easier and helps prevent mistakes.
Follow these steps to add a new routing number to your firm's database.
  1. Select
    Setup
    ,
    Firm Information
    , then
    Banks
    .
  2. Select
    Add
    .
  3. Enter the 9-digit routing number in the
    Routing number
     field.
  4. Enter the bank's name in the
    Bank name
     field. This name will appear on all related checks and reports.
  5. Add the bank's address. Select Address verification to use address verification to auto-fill
    City
    ,
    State
    , and
    ZIP
    .
  6. Enter phone and fax numbers.
  7. Add email and website information.
  8. Select
    Enter
     to save your new bank entry.

This article applies to:

  • Product: Workpapers CS
  • Subject: Clients, Setup