Changing Deposit Account Information for a Bank Reference

Procedure

To change deposit account information for a bank reference:

  1. Select the bank reference. How?

  2. On the Bank Information screen, in the Deposit Account Information section, click view/edit in the row for the deposit account information you want to edit.
    The Deposit Account Details screen appears.

  3. Modify information for the deposit account.

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

  1. Click Save.

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