Situations may occur where you must change banks. When doing so, you must remember to update CDM+ for both your Chart of Accounts and Stewardship Technology (Deposit Processing) Assets.
Changing the Asset in Deposit Processing is done in the System Preferences window. However, you can get to this window either via the System Preferences menu item or via the Settings icon on the Deposit Processing window.
Assessing System Preferences
There are two ways you can update the Asset for Deposit Processing.
A. From Deposit Processing window
If you are working in the Deposit Processing window, you can click on the 'Edit Settings' gear icon in the upper left of the window.
B. From Menu
If you are not in the Deposit Processing window, then you can use the menus.
CDM+ → Preferences → System
Updating the Asset Account for Stewardship Technology
When System Preferences opens using either methods A or B above, slide the horizontal scroll (1) over to see the SST icon.
