Description of Issue
Bank Routing and Account number change on Standard Templates for AP, PR, SA Check forms.
Context
- Tyler Forms
- ReadyForms
- Standard Template
Cause
New Bank Account information needed on Check Forms
Resolution
- From the Tyler Hub menu, navigate to ReadyForms > Readyforms Administration
- On the side menu, select the program that uses the template you wish to change, and then the Type of template
- On the new screen that pops up, select the template you wish to change the banking information on
- Click on the Forms Design tab
- Open the Bank drop down menu
- Change the Routing Number and Account Number fields to the new desired value
- Click Save in the bottom right
Additional Information
If using a Custom ReadyForms Template, please create a support case with Tyler Forms.
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