Redirecting to default login.. Bank Groups

Bank Groups


Creating bank groups allows users to filter bank accounts into groups, and only see the bank accounts within the selected bank group on the Accounting/Approve Fund Claims, Accounting/Fund Claims Dashboard, and Accounting/Search Fund Claims

This article demonstrates how to put similar bank accounts, such as all the accounts for a given region or bank, in a group.

Create Bank Groups

Admin/Accounting/Bank Groups

  • Click Add.


  • Enter a Name for the bank group.  This will be displayed in the dropdowns.
  • Click Add to add accounts.
  • Select the accounts that should be part of this group and click Add.

  • Click Save.

Accounting/Search Fund Claims

Accounting/Fund Claims Dashboard

Accounting/Approve Fund Claims

Updated on March 18, 2022

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