You'll need to add bank details in order to transfer deposits to a Custodial Scheme by BACS.
Note
- You may need to have both Bank Account Permissions - View Bank Account Details/Edit Contact Bank Accounts, to complete this process
- You must have the Lettings Configuration user permission enabled on your user account
For more information on Managing user permissions, click here - You will need access to Admin. Your appointed office Admin will have access to these permissions
- Click Admin on the main homebar
- In the dropdown menu, click Lettings Configuration
- In the Deposit Schemes section, click Edit
- Add the bank account details
- 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.