Senior Living Communities

Editing an EFT Bank Configuration

You can edit the EFT Bank Configuration.

Single community

  1. Billing > EFT Configuration.

  2. Verify you are on the EFT Bank Configuration. It is bold.

Multi-community

  1. EMC > Standards > EFT Configuration.

  2. Verify you are on the EFT Bank Configuration link. It is bold.

  3. Click Action next to the applicable Bank, then click Edit. The Edit EFT Bank Configuration screen appears.

  • You cannot edit a Bank Configuration if open EFT batches exist for the Bank Configuration.

  • If at least one open EFT batch exists using the bank configuration you are trying to edit, all fields are not editable. 

  • The Security module allows system administrators of a community to create users and give them appropriate levels of access by assigning pre-set roles or customized roles. The Security options allow the system administrators to limit user access to modules and functionality, simplify the task of tracking user access levels, and create customized roles.