Learn how to add bank details for contacts to ensure accurate payment processing and ABA file generation.
This article covers:
About bank details
Bank details allow MRI Vault to process payments and generate ABA or NZ payment files for sales trust transactions.
Add bank details
To add bank details for a contact:
- Go to: the contact record
- Click the Bank Details tab
- Enter the required details:
- BSB
- Account Number
- Account Name
Note: The system automatically populates branch details when you enter the BSB and account number.
- Click Save to confirm
What's next?
Learn how to securely edit or remove bank details for contacts using authentication options to protect sensitive information