Add bank details for deposit schemes

  • Updated

Follow the step below to add bank details in order to transfer deposits to a Custodial Scheme by BACs.

N.B. You may need to have both Bank Account Permissions -  View Bank Account Details /  Edit Contact Bank Accounts, to complete this process.

Under Admin on the homebar, select Lettings Configuration

Click Edit next to Deposit Schemes

Add the bank account details and click Save

When you create the Payment Instruction Summary to transfer the deposits to a Custodial Scheme, the schemes bank details will now be populated.