Assigning Bank Accounts To A Landlord

Assigning a Bank Account to the Landlord


1. On the Landlord record in question, click the Contact tab on the left then the Client Accounts tab along the top.

2. The Landlord must have a Default account selected.  This should be the bank account that income will be received into, and paid out of.

3. If there is no bank account set as the default account, click Select Bank Accounts at the top right, then select the relevant Account and ensure it shows as the default and click OK.


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