Once the user has successfully received bank account information from grantees and applied them to requests and payments, they can export this information to Excel via a Payments Super Search. This can be used to provide that information to other departments or the foundation’s bank, as needed.
To extract banking information, build a Super Search to collect the payments the foundation is preparing to pay. After running the search, choose “Edit Columns.” In the section of the modal for Bank Account information, select any fields needed to include them as columns in the search results’ list view.
Even if the user has the “View Bank Accounts” permission, account numbers will always be masked when presented in a Super Search list view. When exporting the results to .xlsx or .csv, the user will see the full bank account number if they have the “View Bank Accounts” permission. If the user does not have permission to view bank accounts, they will export in their masked format.
Permissions
Each foundation role that should be granted access to Bank Accounts will need the “View Bank Accounts” and/or “Manage Bank Accounts” permissions turned on. A site administrator can do this by navigating to Settings > Users, Roles, and Permissions > Roles. Open up a role. These two permissions can be found in the “Organizations” section.
