Assigning bank accounts to a landlord

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

To do this:

  1. Click Contacts on the main toolbar
  2. Select the relevant contact (landlord) from Recent & Favourite Contacts
    1. Alternatively, find the contact (landlord) using the Search Contacts bar in the top right
  3. Click Contact on the side menu
  4. Click the Client Accounts top tab
  5. The landlord 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

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Assigning bank accounts to a property

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