Owner contacts with multiple properties and bank accounts has been made easier to manage.


Information to Know

  • On the Owner Contact screen, all bank accounts display
  • A default account can be set on new ledgers
  • A bank account can be added from the Edit or Create Ledger screen


Enter an Additional Bank Account via the Owner Contact Screen
To enter an additional bank account in an owner contact screen: 

1. Click Add a Bank Account


2. Enter the Bank Account Name

3. Enter the Bank Account Number

4. If required, enter the Account Particulars, Code and Reference

5. Click Set as Default to display this bank account as the default owner contact account

6. If required, click Archive to remove the bank account

7. Click Save


Enter an Additional Bank Account in a Ledger

To enter an additional bank account in the ledger screen: 

1. Click Trust Accounts

2. Click Rental Ledger Balance

3. Click All Ledgers

4. Click the Property Ledger Name


5. Click Edit Ledger


6. Click Select


7. Click New Bank Account


8. Enter the Bank Account Name

9. Enter the Bank Account Number

10. If required, enter the Account Particulars, Code and Reference

11. Click Save