Maintaining Bank Codes
Bank codes are used to identify the banks with which the office does business. For instance, these banks might hold registry money or handle trust account investments.
To maintain bank codes:
1. Click Fees & Finances or Administration from the navigation menu. Click Registry and Trust Codes in the Financial Setup section, and then click Banks.
2. Select one of the following methods:
•  Click Image to create a code, and enter a code word.
•  Click an existing code to modify.
3. Complete the bank code fields displayed.
4. Click Save (ALT+S).
Related Links
Registry and Trust Bank Code Fields
Registry and Trust Codes (Parent Topic)