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The Bank variables available from the Report Designer can be inserted into reports about the firm-level setup of bank information. The following tables provide details about each of these variables.
See also: Variables overview
Workpapers CS users: This section of variables, while visible in the Design Tools frame in the Report Designer, is not relevant to Workpapers CS. If any of these variables were to be used in reports or other documents for a Workpapers CS-only client, the notation "This report contains no data" would appear.
Variable name | Data content/source | Format | Variable syntax |
---|---|---|---|
Fractional Routing Number | Bank fractional routing number from Setup > Firm Information > Banks screen | Number | [Bank.FractionalRoutingNumber] |
Fractional Routing Number (Stacked) | Bank fractional routing number in a stacked format from Setup > Firm Information > Banks screen | Number | [Bank.FractionalRoutingNumberStacked] |
Inactive | Inactive checkbox on Setup > Firm Information > Banks screen | Yes/No | [Bank.Inactive] |
International Bank | International bank checkbox on Setup > Firm Information > Banks screen | Yes/No | [Bank.InternationalBank] |
Name | Name of the bank from Setup > Firm Information > Banks screen | Text | [Bank.Name] |
Routing Number | Bank routing number from Setup > Firm Information > Banks screen | Number | [Bank.RoutingNumber] |
Variable name | Data content/source | Format | Variable syntax |
---|---|---|---|
Business Address Line 1 | First line of the bank business address from Setup > Firm Information > Banks screen | Text | [Bank.Business.AddressLine1] |
Business Address Line 1 and Line 2 | First and second lines of the bank business address from Setup > Firm Information > Banks screen | Text | [Bank.Business.AddressLine1andAddressLine2] |
Business Address Line 2 | Second line of the bank business address from Setup > Firm Information > Banks screen | Text | [Bank.Business.AddressLine2] |
Business Address City | City of the bank business address from Setup > Firm Information > Banks screen | Text | [Bank.Business.City] |
Business Address City, State and Zip | City, state and zip code of the bank business address from Setup > Firm Information > Banks screen | Text | [Bank.Business.CityStateandZip] |
Complete Business Address | Complete bank business address from Setup > Firm Information > Banks screen | Text | [Bank.Business.CompleteAddress] |
Complete Business Address (single line) | Complete bank business address on a single line from Setup > Firm Information > Banks screen | Text | [Bank.Business.CompleteAddressSingleLine] |
Business Address Country | Country of the bank business address from Setup > Firm Information > Banks screen | Text | [Bank.Business.Country] |
Business Address County | Outputs the county of the bank business address from Setup > Firm Information > Banks screen | Text | [Bank.Business.County] |
Business Address State (abbreviation) | State abbreviation of the bank business address from Setup > Firm Information > Banks screen | Text | [Bank.Business.State] |
Business Address State (full name) | State name of the bank business address from Setup > Firm Information > Banks screen | Text | [Bank.Business.StateName] |
Business Address Zip Code | Zip code of the bank business address from Setup > Firm Information > Banks screen | Number | [Bank.Business.Zip] |
Home Address Line 1 | First line of the bank home address from Setup > Firm Information > Banks screen | Text | [Bank.Home.AddressLine1] |
Home Address Line 1 and Line 2 | First and second lines of the bank home address from Setup > Firm Information > Banks screen | Text | [Bank.Home.AddressLine1andAddressLine2] |
Home Address Line 2 | Second line of the bank home address from Setup > Firm Information > Banks screen | Text | [Bank.Home.AddressLine2] |
Home Address City | City of the bank home address from Setup > Firm Information > Banks screen | Text | [Bank.Home.City] |
Home Address City, State and Zip | City, state and zip code of the bank home address from Setup > Firm Information > Banks screen | Text | [Bank.Home.CityStateandZip] |
Complete Home Address | Complete bank home address from Setup > Firm Information > Banks screen | Text | [Bank.Home.CompleteAddress] |
Complete Home Address (single line) | Complete bank home address on a single line from Setup > Firm Information > Banks screen | Text | [Bank.Home.CompleteAddressSingleLine] |
Home Address Country | Country of the bank home address from Setup > Firm Information > Banks screen | Text | [Bank.Home.Country] |
Home Address County | County of the bank home address from Setup > Firm Information > Banks screen | Text | [Bank.Home.County] |
Home Address State (abbreviation) | Outputs the state abbreviation of the bank home address from Setup > Firm Information > Banks | Text | [Bank.Home.State] |
Home Address State Name | State name of the bank home address from Setup > Firm Information > Banks screen | Text | [Bank.Home.StateName] |
Home Address Zip Code | Zip code of the bank home address from Setup > Firm Information > Banks screen | Number | [Bank.Home.Zip] |
Mailing Address Line 1 | First line of the bank mailing address from Setup > Firm Information > Banks screen | Text | [Bank.Mailing.AddressLine1] |
Mailing Address Line 1 and Line 2 | First and second lines of the bank mailing address from Setup > Firm Information > Banks screen | Text | [Bank.Mailing.AddressLine1andAddressLine2] |
Mailing Address Line 2 | Second line of the bank mailing address from Setup > Firm Information > Banks screen | Text | [Bank.Mailing.AddressLine2] |
Mailing Address City | City of the bank mailing address from Setup > Firm Information > Banks screen | Text | [Bank.Mailing.City] |
Mailing Address City, State and Zip | City, state and zip code of the bank mailing address from Setup > Firm Information > Banks screen | Text | [Bank.Mailing.CityStateandZip] |
Complete Mailing Address | Complete bank mailing address from Setup > Firm Information > Banks screen | Text | [Bank.Mailing.CompleteAddress] |
Complete Mailing Address (single line) | Complete bank mailing address on a single line from Setup > Firm Information > Banks screen | Text | [Bank.Mailing.CompleteAddressSingleLine] |
Mailing Address Country | Country of the bank mailing address from Setup > Firm Information > Banks screen | Text | [Bank.Mailing.Country] |
Mailing Address County | County of the bank mailing address from Setup > Firm Information > Banks screen | Text | [Bank.Mailing.County] |
Mailing Address State (abbreviation) | State abbreviation of the bank mailing address from Setup > Firm Information > Banks screen | Text | [Bank.Mailing.State] |
Mailing Address State (full name) | State name of the bank mailing address from Setup > Firm Information > Banks screen | Text | [Bank.Mailing.StateName] |
Mailing Address Zip Code | Zip code of the bank mailing address from Setup > Firm Information > Banks screen | Number | [Bank.Mailing.Zip] |
Other Address Line 1 | First line of the bank other address from Setup > Firm Information > Banks screen | Text | [Bank.Other.AddressLine1] |
Other Address Line 1 and Line 2 | First and second lines of the bank other address from Setup > Firm Information > Banks screen | Text | [Bank.Other.AddressLine1andAddressLine2] |
Other Address Line 2 | Second line of the bank other address from Setup > Firm Information > Banks screen | Text | [Bank.Other.AddressLine2] |
Other Address City | City of the bank other address from Setup > Firm Information > Banks screen | Text | [Bank.Other.City] |
Other Address City, State and Zip | City, state and zip code of the bank other address from Setup > Firm Information > Banks screen | Text | [Bank.Other.CityStateandZip] |
Complete Other Address | Complete bank other address from Setup > Firm Information > Banks screen | Text | [Bank.Other.CompleteAddress] |
Complete Other Address (single line) | Complete bank other address on a single line from Setup > Firm Information > Banks screen | Text | [Bank.Other.CompleteAddressSingleLine] |
Other Address Country | Country of the bank other address from Setup > Firm Information > Banks screen | Text | [Bank.Other.Country] |
Other Address County | County of the bank other address from Setup > Firm Information > Banks screen | Text | [Bank.Other.County] |
Other Address State (abbreviation) | State abbreviation of the bank other address from Setup > Firm Information > Banks screen | Text | [Bank.Other.State] |
Other Address State (full name) | State name of the bank other address from Setup > Firm Information > Banks screen | Text | [Bank.Other.StateName] |
Other Address Zip Code | Zip code of the bank other address from Setup > Firm Information > Banks screen | Number | [Bank.Other.Zip] |
Variable name | Data content/source | Format | Variable syntax |
---|---|---|---|
Bank email address from Setup > Firm Information > Banks screen | Text | [Bank.Email] | |
Website | Bank website from Setup > Firm Information > Banks screen | Text | [Bank.Website] |
Variable name | Data content/source | Format | Variable syntax |
---|---|---|---|
Business Extension | Bank business extension from Setup > Firm Information > Banks screen | Number | [Bank.Business.Extension] |
Business Number | Bank business number from Setup > Firm Information > Banks screen | Number | [Bank.Business.Number] |
Business Number and Extension | Bank business number and extension from Setup > Firm Information > Banks screen | Number | [Bank.Business.NumberandExtension] |
Car Extension | Bank car extension from Setup > Firm Information > Banks screen | Number | [Bank.Car.Extension] |
Car Number | Bank car number from Setup > Firm Information > Banks screen | Number | [Bank.Car.Number] |
Car Number and Extension | Bank car number and extension from Setup > Firm Information > Banks screen | Number | [Bank.Car.NumberandExtension] |
Fax Extension | Bank fax extension from Setup > Firm Information > Banks screen | Number | [Bank.Fax.Extension] |
Fax Number | Bank fax number from Setup > Firm Information > Banks screen | Number | [Bank.Fax.Number] |
Fax Number and Extension | Bank fax number and extension from Setup > Firm Information > Banks screen | Number | [Bank.Fax.NumberandExtension] |
Home Extension | Bank home extension from Setup > Firm Information > Banks screen | Number | [Bank.Home.Extension] |
Home Number | Bank home number from Setup > Firm Information > Banks screen | Number | [Bank.Home.Number] |
Home Number and Extension | Bank home number and extension from Setup > Firm Information > Banks screen | Number | [Bank.Home.NumberandExtension] |
Mobile Extension | Bank mobile extension from Setup > Firm Information > Banks screen | Number | [Bank.Mobile.Extension] |
Mobile Number | Bank mobile number from Setup > Firm Information > Banks screen | Number | [Bank.Mobile.Number] |
Mobile Number and Extension | Bank mobile number and extension from Setup > Firm Information > Banks screen | Number | [Bank.Mobile.NumberandExtension] |
Other Extension | Bank other extension from Setup > Firm Information > Banks screen | Number | [Bank.Other.Extension] |
Other Number | Bank other number from Setup > Firm Information > Banks screen | Number | [Bank.Other.Number] |
Other Number and Extension | Bank other number and extension from Setup > Firm Information > Banks screen | Number | [Bank.Other.NumberandExtension] |
Pager Extension | Bank pager extension from Setup > Firm Information > Banks screen | Number | [Bank.Pager.Extension] |
Pager Number | Bank pager number from Setup > Firm Information > Banks screen | Number | [Bank.Pager.Number] |
Pager Number and Extension | Bank pager number and extension from Setup > Firm Information > Banks screen | Number | [Bank.Pager.NumberandExtension] |
See also: Report Designer: Procedures
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