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Professional
Resources
Banker
Note: The description of each Professional
Resource form is very similar. If you are
going through Help forms one-by-one you may want to read about one of the
Professional Resources then skip to the Other
Resources form.
Purpose: Bank information is needed in many of
the corporate documents generated by the CMS.
The Banker form eliminates duplication of data, reduces the
possibility of errors, and reduces the amount of time needed to produce
corporate documents.
Overview: To add a record, press the New button
on the standard toolbar. The new
record that is generated is titled New Banker Record. Click in the Bank textbox and enter the
name of the Bank. The initial ‘** No
Banker **’ record must remain an option for corporations that do have a
banker, which admittedly is not likely, so this record can not be modified or
deleted.
Fill in the data including the appointment date which is
the date of the directors’ resolution documenting the appointment of the bank
as the commercial bank for the selected corporation. Enter the account number and account name.
Add as many bank records as needed for all the corporations in the database.
All of the banks are displayed in the bank list. When a different company is selected using
the company tabs at the top of the form, the bank for the company is selected
in the list and the bank’s data appears on the form. To select a different bank for a company
just click on the name of the bank in the list while the company name is
selected in the company tabs. If a
company does not have a commercial bank, select the ‘** No Bank **’ option.
Details: Click the underlined links below for
details.
Related Information:
1. Adding A
Banker Record
- Use Standard Toolbar ADD  button or
- Use the Add Bank Record
option under File in the main menu at the top of the form
2. Deleting A Banker
Record
- Use Standard Toolbar DELETE
 button or
- Use the Delete Selected Bank option
under File in the main menu at the top of the form
3. Modifying
A Banker Record
- Use Standard Toolbar SAVE
 button or the
REVERT  button or
- Use the SAVE or REVERT
options under File in the main menu at the top of the form
4. Record Navigation 
- The First/Prior/Next/Last
buttons move through the banker records in the order they were entered
5. List  and
Find 
- The ‘List’ option
displays the names of banks
Selecting a name in the list
displays that
record on the form.
- The ‘Find’ option locates banker
records by
City
Banker
Bank
6. Reports The following reports are
accessible from the Reports option on the main menu. While moving from one
form to another the report options change.
- Banker Profile for the
Selected Company
- Bankers by Company
- Companies by Banker
____________________________
Company Tabs:
Use these tabs to
navigate through the companies in the database. When a company name is selected, the bank
representing the company is selected in the banker list. GO TOP
____________________________
Resource Tabs: This is a set of
tabs located under the company tabs that display the professional resource
pages. The Other Resources tab
displays web links to topics important to corporations including the SEC web
site and Secretary of State web sites.
GO TOP
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Bankers: List of all
bankers in the database. Select a
company tab at the top of the form then select one of the banks in this
list. The selected bank name is then
associated with the selected company.
Each time a company tab is selected the banker information appears on
the form for the bank that is associated with the selected company.
GO TOP
____________________________
Web Resources: Internet web link
to a page that provides information specific to banks that deal with
corporate clients.
GO TOP
____________________________
Date Appointed:
The date the board of directors approved a resolution appointing the
selected bank to represent the corporation.
GO TOP
____________________________
Account Name & Number: The checking account name and number for the selected
corporation at the selected bank.
GO TOP
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Email Button: Click this button to send an email message to the
selected banker. Your email software
must be MAPI compliant to use the CMS for emailing. MAPI is supported
by: Outlook, Outlook Express,
Netscape, Eudora, and Groupwise.
GO TOP
____________________________
Banker: The bank textbox
should contain the name of the bank while the Banker textbox contains the
name of the bank representative that services the corporation’s account. GO TOP
____________________________
Email Address: Email address for
the bank. This is required if you want
to send emails to the banker using the Email Button.
GO TOP
____________________________
Adding A Banker Record: Click the Add button
on the standard toolbar to add a record to the banker list. GO TOP
____________________________
Deleting
A Banker Record: Press the Delete
button on the standard toolbar to delete the selected bank record. If the bank record being deleted is
associated with a company in the database, the name of the company’s bank
will change to the ‘** No Banker **’ option.
GO TOP
____________________________
Modifying
A Banker Record: Select the name
of the bank in the banker list. Information for
the selected bank appears and can then be modified.
GO TOP
____________________________
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