Client Banking Tab

If you have licensed ProviderPro Client Banking and visibility in Client Care is turned on, you will find client banking information for the client on the Client Banking tab:

On this Card:	You will find these Fields:
Client Banking Information	Use in Client Banking - If this client should be accessible to the Client Banking wizards and inquiries. Do Not Allocate Interest - If Use In Client Banking is selected and you do not want to allocate interest to this client when running the Allocate Interest Wizard. Client Banking Group - If Use In Client Banking is selected, the code of the appropriate client banking group for this client (for reporting purposes only).
Client Banking Transactions IDs	If you want to import bank transactions for this client, you must set up bank transaction identifier types and then associate the client’s identifier to each of the various transaction types via Client Bank Transaction IDs. Transaction Type - The code of the bank transaction type. Identifier - The related identifier from the NACHA file for this client for the bank transaction type selected (up to 40 characters).

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