Banking
Set up bank information by navigating to Client Administration > Search for a Client > Edit
Client > Banking. Go to Edit Bank Account and complete all the information.
Only selected banks and branch codes are
allowed. Ensure the account type and account number
are correct.
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.
Click the Save
button.
These are the FNBENDO/FNBENDOSD banks used
for payback accounts:
These are the FNBENDPAY banks used for
payout accounts:
Client
Client Bank Detail
Loan Creation Banks
Loan Disbursement Banks