Account Display

The Associations on the account are clearly listed under the account titles.

Use the to add Associations.

Click on any displayed Association to see when it was added or to delete.

• Example: click on on the Zeidenberg account.

• It will show that the association was added on 7/9/24.

  

• Hit the to remove the association from the account.

You can easily add the opened account to any Scratch Lists by clicking on the .  

• (The clipboard is greyed-out if the account is not on any Scratch List.)

Then select .

• Choose a Scratch List to add the account to from the menu

• or click on to create a new one.

The number of Scratch Lists the account belongs to will display next to the clipboard symbol .

• Click on the  to view the Scratch Lists this account is on.

  

• Select on each Scratch List listing to remove it from the Scratch List.

  

Use to access the credit cards that are stored on the account.

Managing an Account's Credit Cards

Use to create pledges or payments on the opened account.

Creating Pledges

Create a Payment