If your agency pays your suppliers by BACS, or if you keep a record of their bank details for internet payments, you can add the suppliers bank account details to their supplier record.
To add banking details for a supplier:
- Click Contacts on the main toolbar
-
Select the relevant supplier from Recent & Favourite Contacts
- Alternatively, find the supplier using the Search Contacts bar in the top right
- Click Contact on the side menu
- Click the Bank Details top tab
- Click Add Bank Account
- Locate the suppliers bank in the list and click Select
- Click Confirm
- Enter the bank details for the supplier
- Account Name - The name in which the account is held and whom payment is to be made to
- Account Number - The account number to which payment is to be made
- BDC Number - Used by some banks for making BACS payments (check with your bank)
- Account Reference - Enter either the agency name or property address
- Click Add
Alternatively, if the bank isn't listed, you can add a new bank account for use now and in the future.
- Click Add Bank Account
- Click Add New
- Enter the relevant bank branch details and click Ok
- When the details have been verified as correct, click Confirm
- Enter the bank details for the supplier and click Add