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View and Edit Matched Accounts

After you scan a check and match the account number to a person, view and edit who it belongs to or designate an account number as a bank check.

  • You must have the Enter Gifts permission to perform this task. See Responsibilities for more information.
  1. In the top-left corner, click your ministry hub then Realm. Then click Giving > Settings.
  2. Click the Matched Accounts tab.
  3. To edit and match the account information to another person in Realm, click the ellipsis icon. Then, select Edit.