Financial Information

 

 

 

 

How do I add bank account details to a contact or supplier?

 

1. Search for your Contact open their Contact Card

 


 

2. Click the Add Financial Information button

  • Enter their Tax File Number
  • Bank Account Name
  • Bank Account BSB
  • Bank Account Number

 

 

3. Click Save (If you have our Sales Trust module, this information will sync through so that vendor and supplier information will populate through when payments are made out of trust). 

 

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