Routing

Create a list of routing numbers and the banks they are associated with and include it as the standard table for Banks/Financial institutions. Since many organizations deal with many donors who deal with many different banks, one master list would allow for easier recording of what institution each donor uses.

  • Guest
  • Jan 18 2013
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  • Guest commented
    March 18, 2016 00:36

    It would be brilliant to have a version for UK banks, too. Maybe some kind of plug-in that would automatically update the latest info from BACS, and maybe offer the option to de-dupe the table too? The Table Cleanup function is a bit of a pain to do manually, as there can be hundreds of duplicate banks to get through...