For all contacts, there is the ability to enter banking details. Once added, these details will then populate on transactions within the sales trust and link to the transaction to populate in ABA/Payment Files. For more information on ABA/Payment files, this can be found via the Sales Trust - ABA Files & NZ Sales Trust - Payments Files knowledge articles.
Contents:
Step by step
Adding Bank Details
1. Navigate into the example contact
2. Click on Bank Details
3. You are then able to populate all details, including the BSB, Account Number and Account Name
When entering the BSB/Account Number, the system will automatically populate the branch details
4. Click Save once you had added the desired details
5. If you need to remove or edit the bank details, simply click on the Bank Details tab > Click Remove Bank Details
Editing Bank Details
A secondary security check is required if you are to update existing bank details. This will include the below two options depending on your account:
Option 1: - Here you can select a user in your office to receive an auth code that will be sent via TXT/SMS that will be sent to the user within 60 seconds.
Users populating as "Invalid - Recently modified" cannot be selected as they have had either their contact number and/or email address updated in their user management profile within the last week.
Option 2: - Here we have the ability to send a PUSH notification to one of your "administrators". As this is a push notification, the recipient would require the Vault app to be installed on their phone and push notifications enabled.
Users will only appear in the dropdown if they have “User Management” or “Settings” access.
Option 3: - This option is only available if there are less than 2 users in the dropdown (E.g. A brand new account will have all secondary users as being "modified" in the last week). The required code can be obtained by contacting the support team on 1300 788 689 ( +61 8 6424 1113 if overseas ).