Learn how to edit trust and general account details and complete security verification using SMS, Push Notification, or Support-assisted codes.

Edit trust account settings

For security purposes, any change to bank details requires a secondary verification check. Choose one of the two options below depending on your user list.

1. Go to: Financials > Setup/Configuration
2. Locate the account and click Edit
   

Option 1: Verify with SMS Code

Use this option if you have at least one verified user available to receive an SMS.

1. In the security prompt, select a user from the dropdown list.
2. The selected user will receive an auth code via SMS (usually within 60 seconds).
3. Enter the code in the prompt to proceed.
   

Option 2: Verify with push notification

Use this option if your office has enabled push notifications for security verification.

1. In the security prompt, select Push Notification as the verification method
2. Choose the user who will receive the notification
3. The user approves the request on their registered device
4. Once approved, you can proceed with editing the account details
   

Option 3:  Contact support for a verification code

Use this option if:

• There are fewer than two users available in the dropdown (e.g., a new account where all users were recently modified), or
• SMS and push notification options are unavailable

1. Call 1300 788 689 (or +61 08 6800 7085 if overseas)
2. Request a security verification code from the Support team
3. Enter the code in the prompt to proceed