Editing Bank Information SOP
Objective
Key Steps
Step 1: Access Your Account Information 0:01
Navigate to your account settings.
Locate the section for bank information.
Step 2: Verify Account Name and Last Four Digits 0:15
Ensure that your account name is correctly entered.
Double-check the last four digits of your bank account for accuracy.
Step 3: Set or Change Bank Info Feed Start Date 0:30
Choose the bank info feed start date.
Note: It is recommended not to change this date after the initial setup unless necessary.
Step 4: Update Bank Balance 0:49
Input your bank balance as of the first day prior to your start date.
Example: If starting on December 1st, use the balance from November 30th.
Step 5: Save Changes 1:09
Review all entered information for accuracy.
Click 'Save' to apply the changes.
Cautionary Notes
Ensure all information is accurate to avoid issues with deposit processing.
Changing the bank feed start date after initial setup may lead to complications; proceed with caution.
Tips for Efficiency
Double-check your bank statement for the correct balance before inputting.
Keep a record of any changes made for future reference.