Learn how to create and manage ABA files in MRI Vault to automate trust account payments directly through your bank.

This article covers:

About ABA files

An ABA file is a bank-compatible file that contains payment instructions for transactions recorded in your trust account. Instead of manually transferring funds, you can generate an ABA file in MRI Vault and upload it to your bank for automatic processing.

ABA files allow you to:

Include solicitor, owner, and creditor bank details in MRI Vault
Generate a single file containing all approved transactions
Upload the file to your bank for automated payment processing

This saves time and reduces errors compared to manual transfers.

Note: This feature is available only for Australian offices and clients.

Generate an ABA file

This section lists your sales trust bank accounts and provides options to preview or set a start date.

To generate and upload an ABA file:

Go to: Financials > ABA Files (payments) after creating transactions in your trust account
Chose one of the following:

Preview Payments File - View all transactions since the last ABA file was created. You’ll see the last file date and the number of pending payments
Set Start Date - If this is your first ABA file, select the date of your first transaction and click Continue to include all transactions from that date onward

Review the list of transactions. All valid transactions are ticked by default
Untick any transactions you do not want to include
Click Generate File to create the payments file
Upload the file to your bank to process the payments automatically

Fix missing bank details

If a transaction is unticked, it usually means the payee’s bank details are missing.

Click Fix next to the transaction to add details
Or go to Property Card > Financials > Bank Details to update the contact’s bank information
Click Save