Adding Deposit Account Information to a Bank Reference

Procedure

You add deposit account information to a bank reference after saving information for the bank reference.

  1. Select the bank reference. How?

  2. On the Bank Information screen, in the Deposit Account Information section, click Add.
    The Deposit Account Details screen appears.

  3. Enter information for the deposit account.

Note:  Relative Weight is a value between 0 and 100 that indicates the importance you assign this deposit account relative to other deposit accounts this customer has with this bank. If you enter a relative weight for an account, when you click Save, eCredit calculates the Adjusted Relative Weight for this account by multiplying the relative weight assigned to the bank reference by the relative weight assigned to this account.

  1. Click Save.

  2. To return to the Bank Information screen, click Cancel.