Learn how to securely edit or remove bank details for contacts using authentication options to protect sensitive information.

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About editing and removing bank details

Editing or removing bank details ensures that contact information remains accurate and up-to-date for trust transactions and payment files. Both actions require a secondary security check to prevent unauthorised changes.

Edit bank details

To edit bank details for a contact:

Go to: The contact record
Click the Bank Details tab
Update the required fields (BSB, Account Number, Account Name)
Complete the security check using one of the options below.
Click Save to confirm

Remove bank details

To remove bank details for a contact:

Go to: The contact record
Click the Bank Details tab
Select Remove Bank Details
Complete the security check using one of the options below.
Click Save to confirm

Security check options

To confirm edits or removal, choose one of these authentication methods:

Option 1: SMS Authentication

Select a user in your office to receive an authentication code via SMS (sent within 60 seconds)
Users marked as Invalid - Recently modified cannot be selected. This occurs if their contact number or email was updated in the last week

Option 2: Push Notification

Send a push notification to an administrator with the Vault app installed and notifications enabled
Only users with User Management or Settings access appear in the dropdown

Option 3: Contact Support

If fewer than two users are available (e.g., new accounts), call support for the required code:
- AU: 1300 788 689
- International: +61 8 6424 1113

Notes:

Ensure bank details are accurate before editing or removing
Security checks protect against unauthorised changes

What's next?

Learn how to add bank details for contacts to ensure accurate payment processing and ABA file generation.