Client Bank Detail

Set up bank information by navigating to Client Administration > Search for a Client > Edit Client > Banking.

1. Go to Edit Bank Account and complete all the information.

2. Only selected banks and branch codes are allowed.

3. Ensure the account type and account number are correct.

4. Select the Enabled checkbox, Preferred Choice checkbox, Payback and/or Payout Account checkbox, and the Register at RealPay checkbox. This is crucial when bank information is changed or added.

5. Click the Save button.