Dental Intelligence

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Update Bank Account Information in Analytics Payments

To update your Banking information for your Analytics Payments, hover over your Initials in the bottom left hand corner and select the Settings option

Click Payments on the left hand menu

1. Note: If Settings or Payments is not an option for you, this means you do not have permissions enabled to access these features. Please refer to an administrative team member to make these adjustments or activate the proper privileges for your account. Refer to this article to learn more about privileges

Click into the Bank Information option

Here you will be able to select the Edit Bank Information Manually button

Enter in and confirm the Account Number and the Routing Number

1. To update your Banking information for your Analytics Payments, hover over your Initials in the bottom left hand corner and select the Settings option
2. Click Payments on the left hand menu
 1. Note: If Settings or Payments is not an option for you, this means you do not have permissions enabled to access these features. Please refer to an administrative team member to make these adjustments or activate the proper privileges for your account. Refer to this article to learn more about privileges
3. Click into the Bank Information option

4. Here you will be able to select the Edit Bank Information Manually button
5. Enter in and confirm the Account Number and the Routing Number
6. Click Save

Keywords: di. payments, di.payments, DI Payments, di payments

This article will discuss how to manually update your banking information for Analytics Payments.

Update Bank Account Information in Analytics Payments

Step by Step Instructions: