iBank Data Management Accounts, Parent Accounts & Reason Codes

Data Management Overview 

This document explains how to manage account related data in iBank Administration. Use this document when you need to set up, update, or maintain accounts, parent accounts or reason codes in iBank Administration. It serves as a step-by-step reference for the most common day-today data management tasks that support accurate reporting and client specific tracking. Site Admin level users are able to complete these tasks under the Data Management section.