Contact Banking Information

Banking info can be added to your contacts to enable ABA payouts - such as balance payouts to your Vendors or their solicitors.

1. Go into your contact via Contacts > Contacts
2. Click on the Edit tab, followed by the Trust Banking tab
3. Enter the contacts BSB number, account number, account name and bank name
4. Click Update Contact

Contact Banking details are encrypted, only used in the ABA banking module for automated payouts, and can not be exported via reports.