Banking > Setup > Manage Linked Bank Account


Use this page to view all linked bank accounts for your communities and add additional bank accounts, when needed. This page also provides a link to bank account details where you can view a list of all transactions in the open period and pull up past statements. 



Search Filters


Use the Search filters to locate the bank accounts you want to review. 


  • Association- Select an Association from the drop down menu.

  • Bank- Select the bank name from the drop down menu.

  • Account Type- Select the type of account. 

  • Contains- Enter all or part of a field.


Page Controls


  • Trash icon- Click this icon to delete the selected bank account. 

  • Pencil icon- Click this icon to open the bank account information for editing.

  • Id- This displays the bank account ID number. 

  • Association- Displays the Association name. 

  • Bank- Displays the Bank name. 

  • Title- The title of the bank account, if entered, is displayed. 

  • Account Type- The type of bank account is listed here. 

  • Account Number- The bank account number. Click the hyperlink to 

  • Current Balance- The current balance per the bank is displayed. 

  • Balance Date- The date the balance is through. 

  • Verified- A green check circle indicates the bank account has been verified. 

  • Lockbox Verified- A green check circle indicates the lockbox has been verified. 

NOTE- The lockbox is used to receive online payments and mailed payments from Owners. 



Bank Account Detail - This page provides detailed information about the selected bank account. To access this page, click the Account Number hyperlink. 


  • Account Info- This window displays general information about the bank account. 

  • Transactions- This window displays all transactions for the current time period.

  • Statements- This window displays recent bank statements. To view a statement, click the hyperlink.