Assigning bank accounts to a property

  • Updated

Your agency may have a single client account, or multiple. The relevant client bank account must be assigned to each property in order to ensure payments are actioned from and to the correct account.

To do this:

  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. Click Property on the side menu
  4. Click the Client Accounts top tab
  5. The property should have a Default account selected. This should be the correct client bank account that income will be received into, and paid out of
    1. If no bank account is selected, click Select Bank Accounts
    2. Click Select next to the relevant client account, and ensure it shows as the default
    3. Click OK

Related articles: 

Assigning bank accounts to a landlord

Setting up additional bank accounts

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