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Useful Information

To display the Accounts tab in the family records, on the Home screen, click Options > Settings. Select Enable Scanner.

The Accounts tab displays accounts linked to the family record. There is no limit to how many accounts a family record can have.

 To manually add an account
  1. On the Home screen, click Families.
  2. Double-click a family’s name.
  3. Click the Accounts tab.
  4. Click Add > Manual.
  5. Enter the account information in the Account Number and Routing Number fields.
  6. Click OK.


If you have the Magtek® MICRImage™ check scanner enabled, you can scan a check to enter the Account Number and Routing Number information. For more information, see Enable the MICRImage Check Scanner.

 To add an account by scanning a check
  1. On the Home screen, click Families.
  2. Double-click a family’s name.
  3. Click the Accounts tab.
  4. Click Add > Scan Check.
  5. When prompted, insert the check into the scanner.
  6. The information is entered into the Account Number and Routing Number fields. Click OK.


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