Revenue: Interacting with a Bank Account

The Maha platform keeps a record of the bank accounts connected to your team.
Note that this is not an individual users’ bank account information.

  1. Click in the ribbon

  2. Click Finance

  3. Click Revenue

  4. Click Bank Accounts

  5. Click a bank account to view details, programs, and sales

  6. Click the hyperlinked BrainTree link to open the account in a separate BrainTree tab

  7. Click Programs to view the programs that use the bank account

  8. Click Sales to view sales performance data

  9. Click and Edit Bank to edit the bank details