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
- 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