External Accounts

Interface Notes:

Use this interface to set up and manage various funding accounts.

Interface Breakdown:

The first thing you see when you access this interface.

Adding Accounts

Select the 'Add Credit Card' icon to access the Add Credit Card interface and add a credit card.

Select the 'Add Bank Account' icon to access the Add Bank Account interface and add a credit card.

Select the 'Add Printed Check' icon to access the Add Printed Check interface and add a credit card.

Managing Accounts

Select the 'Manage' option to the right of an existing credit card account to access the Manage Credit Card interface.

Select the 'Manage' option to the right of an existing bank account to access the Manage Bank Account interface.

Select the 'Manage' option to the right of an existing printed check to access the Manage Printed Check interface.

Removing Accounts

Select the 'Remove' option to the right of an existing credit card account to remove that account.

Select the 'Remove' option to the right of an existing bank account to remove that account.

Select the 'Remove' option to the right of an existing printed check to remove that account.

Possible Methods In Which To Access This Interface:

Accessing the Interface

Icon

From the Account Summary interface, select the 'External Accounts' icon.


Additional Interface Notes:

This information will help you determine what version of the software this article is documenting, as well as target users and required permissions needed to perform the tasks documented.

Target Groups Special Permissions Software Version Interface Info
Finance Admins Finanace Admin Privs 2.8 sam.financial.externalaccounts

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