Manage Bank Accounts

Note: Manage Bank Accounts is available if you have the Accounts Payable( A/P) module with Check Writer. For more information, see Accounts Payable (A/P) Module.

You can easily add and delete bank accounts in Blackbaud Grantmaking. From Control panel, select Settings. In the Financials tile, select the menu , then select Manage bank accounts.

To add a bank account, select Add bank account. Enter the bank account information and, if desired, select a Default check template. You can also choose if this bank account is Inactive. When you're finished, select Save and close.

To delete an existing bank account, find the desired bank account in the list, then select its menu , View record. Select Delete, then select Yes.