Banking Info - Attached Cash Accounts Tab

This tab allows the user to attach one or more Cash Accounts to a Bank Account. Cash Accounts attached to bank accounts will display here.

  • Click the trash icon to delete a cash account.

NOTE: There is no warning before deleting cash accounts. Please verify before clicking the trash icon. However, if a cash account is accidentally deleted, it can easily be re-added with the add link.

  • Click theadd link. The Select Account window will display.

  • Enter an account number or description into the search field to search for a specific cash account.
  • Check the blank checkbox in the Select column to add that cash account.
  • Click the save button.

 

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School LINQ Help, updated 01/2021