Changing the Bank Account for Online Giving Transfers

Breeze is designed to work with one bank account. While we provide the ability to add more bank accounts this function is intended to let you update your banking information rather than have multiple bank accounts to transfer to. 

To change the bank account for your online giving transfers:

1. Select Giving.
2. Select Online Giving on the left toolbar
3. In the top Next Transfer Box (at the top of the screen), it will state "$XXX (amount) will transfer to BANK ACCOUNT (ending in XXXX) on Date (change)". Hit the word (change). ¹
4. On the Transfer to Bank Account box click Add or Remove Bank Account
5. On the Manage Bank Accounts box you can input new bank information (account and routing number) and Add Account or use the Remove Accounts link in the bottom left to remove an old bank account. 

How to Update The Legal Rep

1. Select Giving 
2. Select Online Giving on the left toolbar In the top right corner, click Update in the "Identity Verified (update)" message. 
3. Click Update Verification Info 
4. Scroll down to Management and Ownership and update the person listed as needed 
5. Click Confirm

Best practice for multiple bank accounts:

1. Let Breeze track individual donations.
2. Use an accounting system like Quickbooks or Aplos for Fund Accounting/General Ledger.
3. Have one bank account for online giving and then disperse those funds later on by cutting checks or doing transfers.