Contact Bank Accounts

Each Contact can have Bank Account details stored against them for Payment purposes. For Landlords it may be required to store multiple sets of Bank Details and link these to specific Properties. Contact Bank Accounts are accessed from the Accounts screen within each Contact record.

On the Contact's Account right click and select Bank Account and New.

Each Bank Account can store the following information:

• Account Name
• Sort Code
• Number (Account Number)
• Reference
• IBAN - for international bank accounts only
• Swift BIC - for international bank accounts only
• Properties - a tab is displayed allowing linking of the current Bank Details to specific Properties by selecting or clearing the check box. This feature is only applicable to Landlords only.

Account Name, Sort Code and Account Number are the Bank Account Details for the Contact. When paying Landlords, Acquaint can generate a Payment Transfer file that can be processed by certain banks such as NatWest, and RBS.