AR Now Online Help                            

Manage Banks
This is the help page for Manage Banks. We will first give you an overview of the page and its uses, then provide you with more specific information.
     The Manage Banks register is the main working area for working with existing Banks. The Manage Bank screen displays banks which you have chosen to work with.  There are over 60,000 banks in the database, so AR Now is set up for you to select and display only the banks you wish to work with.

Banks are somewhat different than Payors and Payees.  Because the Banks database is shared by all users of AR Now, banks that you have not entered cannot be edited or deleted.  Only banks that you have entered as "Add New Bank to database" can be edited or deleted.  Banks however can be MARKED, if you believe the record contains an error.  Banks marked and notated in this way will be reviewed on a regular basis by AR Now, and handled appropriately.

Below is a screen shot with specific operation areas labeled with numbers.  The corresponding explanations for each area are listed below.

Manage Banks

  1. Select Boxes - This left-most column containing checkboxes is the heart of the multiple selection capability of the Manage Banks register. To select Banks for removal from the display, simply put a check into the box next to the Bank that you want to remove.
  2. Sort By Link - The top of each column is also a link that will allow you to sort the table by that column.  Click it twice to reverse sort.

  3. Single Bank Edit Link - If you want to edit a Bank, and it is a bank you have created,  just click on it's edit link in the routing window.  Only banks that you have entered will display this link. Click here for more information.

  4. Remove Bank(s) from Display - Click this button AFTER you have selected Banks that you want to remove (described in #1).  All Banks selected will be removed from the display. These banks are not deleted, only removed from this display.  You can add banks back to the display, see below.

  5. Add Bank(s) to Display - Click this button to add a new banks to the display. A new window will pop up. Click here for more information.

  6. Add Bank(s) to Database - Click this button to add a new bank to the database.  A new window will pop up. This will allow you to enter a bank into the banking database.  Click here for more information.


    7. Items 7-11 are all Click Savers. What this means simply is that you can use them instead of having to select many items individually. Each Click Saver is described below.

  7. Check all.  Clicking on this Click Saver will put a check mark in front of all of the Banks currently displayed in the register. Example: Want to remove all the Banks displayed in the register? 2 clicks will do it. Just click this Check all button, then click on #8 Remove Banks from Display.  All of the check Banks will be removed from the display.

  8. Uncheck all.  Yes it's obvious, does the opposite of #9, Check all.

  9. To First Check.  This one will place a check mark into all of the boxes above the currently selected box.  Example, in the screenshot above, suppose you wanted to check all of the records above Grand Marais State Bank.  First, place a check mark into the box next to Grand Marais State Bank. Next, click on the "To First Check" Click Saver.  Check marks will be placed in all Banks above Grand Marais State Bank.

  10. First Checked on.  This is just the opposite of To First Check.  Clicking this will place check marks in all boxes BELOW the currently selected box. Example, in the screenshot above, suppose you wanted to check all of the records below Grand Marais State Bank.  First, place a check mark into the box next to Grand Marais State Bank. Next, click on the "First Checked on" Click Saver.  Check marks will be placed in all Banks below Grand Marais State Bank.

  11. Invert..  This Click Saver will invert, or reverse the currently selected boxes to not selected, and not selected to selected.  Example: Suppose you wanted to remove all the Banks in the above screen with the exception of  Bank ID's 15475 and 15488. Simply put a check into each one of those boxes, then click on the Invert Click Saver. All Banks with the exception of the 2 you initially selected will now have check marks.  Then click on #8 Remove Banks from Display, and you are good to go.





Other Bank Register Page help links:

Bank Edit

 How to edit a Bank or Banks after selecting from  the register.

Add New Bank

 How to add a new Bank to the database.