Add a bank account

TABLE OF CONTENTS

• Introduction
• Add a Bank Account

Introduction

Before you can receive or refund payments within Engage Fees you must set up Bank Accounts. These are then available in the Collections screens that you use to post receipts and refunds.

Add a Bank Account

1. Go to Fees > Setup > Bank Accounts.
2. To add a new Bank Account, select the Add New icon.
3. Complete the Bank Account Details pane.
4. Select Save.

Note: For more information on Bank Accounts please see the Engage Fees Setup guide (Bank Accounts section).