Cash Room Bank Templates

Creating Bank Templates

Note: Cash Room options must be enabled in a user's Connect Role in order to view, create or edit Bank Templates.

1. Log into Connect and select 'Cash Room' on the left side menu.
2. From the drop-down, select 'Bank Templates'. Click 'New' to create a new template or select an option from the list to edit or delete an existing template.
3. Create a template name and choose Event Type from from dropdown list which will populate vendors associated with that Event Type.
   • Event Type must be created under Events > Event Types prior to creating a Bank Template.
4. Check the box next to 'Vendor' to select all vendors or check the box next to each individual vendor the bank will be adjusted for.
5. Enter the bank amounts in the field next to the corresponding vendor for individual bank updates. Enter the bank amount and select Adjust Bank if multiple vendors are selected.
6. Select 'Save' in the top, right-hand corner to create new template/save changes to existing template.

   Using Bank Templates 

   1. Log into Connect and select 'Cash Room' on the left side menu.
   2. From the drop-down, select 'Cash Management'. All calendar events will be listed with the most recent events being listed at the top.
   3. Select the event you're going to be using the bank template for and then select 'Adjust Bank' from the top, right-hand corner. (Detailed instructions on operating Cash Room Management can be found in this article.) 
   4. Select a bank template from the list which will automatically fill in the appropriate cash amounts for the selected vendors. 
   5. Once the bank has been added successfully, select 'Overview' in the right-hand corner to get back to the event's overview screen.