Cash Room Bank Templates in Connect for Appetize

Description: Cash Room options must be enabled in a user's Connect Role in

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Creating Bank Templates

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

Using Bank Templates 

1. 1. Log into Connect and select Cash Room on the left side menu.
   2. From the drop-down, select Cash Management. All calendar events are listed, with the most recent events listed at the top.
   3. Select the event you will be using the bank template for and then select Adjust Bank in the top, right corner. (If needed, review detailed instructions on operating Cash Room Management).
   4. Select a Bank Template (Optional) from the drop-down, which automatically fills in the appropriate cash amounts for the selected vendors. 
   5. Once the bank has been added successfully, select Overview in the right corner to return to the event's overview screen.