Owner contacts with multiple properties and bank accounts have 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
Head to the Owner Contact > Click Add a Bank Account.
Enter the relevant details and click Set as Default to display this bank account as the default owner contact account.
If needed, click the Minus Icon to remove a bank account.
Enter an Additional Bank Account in a Ledger
Head to the Trust Accounts Tab > Rental Ledger Balance.
Click All Ledgers and search for the relevant ledger and click on the ledger name.
Click Edit Ledger
Click the Bank Account drop-down box > New Bank Account.