Bank Accounts

New Bank Account Screens The Bank Account administration screens have been re-written to provide greater functionality to support electronic payments such as ACH and default payment methods for grantees/vendors. A new field has been a...

Bank Accounts To Edit or Create a Bank Account go to “Utilities”: Creating Bank Accounts Select “Bank Accounts” and you will see a list of all current Bank Accounts.                ...

Bank Accounts To Edit or Create a Bank Account go to Utilities & Administration > Bank Accounts : Editing a Bank Account To edit a Bank Account, click on the Bank Account you want to edit.      ...

Linking a Liquidity Vehicle (Cash Account) to a Bank Account The Liquidity Vehicle is the Cash Account on many of the transaction forms. Once a Cash Account is linked to a Bank Account, it will prepopulate on the transaction form when the Bank A...

Once you have created a Bank Account , you can link it to a Grantee , Vendor or Fund in FoundationHub using their profile. You can also link them to an existing Bank Account. For Funds , open the Fund’s profile and add the Bank Accounts usin...