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      How to add a bank account

      The purpose of this article is to explain the setup of Bank Accounts at the Client level. Bank Accounts set up at the Client level can be used for separate legal companies, pay groups, and even organizations.


      When completing the New Client Wizard for a new client, a screen will appear called Bank Account Identification. In order to complete this screen, you must complete the following information: 
      • Routing Number: Found on the bottom of a check. 
      • Bank Name: Will automatically pre-fill based on the Routing number entered above. If incorrect, check the Routing number for accuracy or change the System level Bank Routing Table for changes.  
      • Account Description: Optional, but used to identify its use if applicable. 
      • Account Number: Found on the bottom of a check. Do not add any spaces or characters when keying the account number. 
      • Check Bank Account: If client is using this account for a clearing house for their payroll checks, leave the defaulted check mark. If using the Service Bureau’s Official Bank Check, uncheck the “Check Bank Account.”  
      • Allow Manual Checks: If the client would like to occasionally print checks in the office using this Account Number, leave it checked. If not, uncheck “Allow Manual Checks.” This default can be used even if using the Service Bureau Official Bank Checks for regular pay checks.  
      • Check Message: Optional, but can be used for messages such as: 
        • Void after ___ days 
        • Payroll account 
      • Acct # MICR Line Format: This is used to place the Account number added above in the correct format for printing on the check. 
        • For each number in the Account Number, enter a pound sign (#) 
        • If there is a space in the Account Number, place an “S” in the appropriate place in the MICR line  
        • Add a B, C or D to the end of the MICR line to represent the symbol used after the account number on the bottom of the check 
        • An error will occur if the # symbols do not agree with the number entered 
      • Starting Check Number: This will represent the check number of the first check produced by isolved for this client. This can be changed at any time.  
      • Signature: Optional. Load by clicking on the ellipsis icon and attaching it. 
      • Logo: Optional. Load by clicking on the ellipsis dots and attaching it. 

      Once this Bank Account is added, it will be the default bank account listed under Bank Account for Checks > Client Bank Account.  

      If the client chooses to have any checks printed on their bank account, you may leave the default or change later under Client Management > Client Maintenance > Bank Accounts.