- In Configuration, click Financial Institutions
- Click New Financial Institution.
- Add all appropriate information
Note: If you have the EFT module, and this is a branch where you transfer funds electronically:
- Mark the Sponsoring Bank checkbox (which indicates to The Raiser's Edge that this is your organization's bank)
- Enter the Account name, Account number, and User number
- In the Electronic Transfer Information frame, enter the Transit/Routing # the bank uses to direct electronic transfers
- Mark the Immediate origin
- Enter any additional information about the institution in the Notes box
- Click Save and Close on the toolbar
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