Checking Account Type | Client Information | Authorize Payments
Transaction Screen | Enter Single Check | Reconcile | Schedule Deposits

Client Information

The client information screen contains basic information about each client. The name search dropdown list is used to quickly move between clients when you know their names. As you start typing their last name in the name search text box, the list automatically begins finding a match and moves you to the client you want to see. You can also use the navigation bar at the bottom to move between clients one at a time or to quickly move to the top or bottom of the client database.