In this article, you will learn how to add or update your client's bank details.
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Adding Client Bank Details
As part of the client creation process, the third step involves setting up your bank details. You will have the option to choose from three types of accounts:
Bank Account
Building Society
International Bank Account
For all account types, you will be required to provide essential details such as:
Bank Name
Account Name
Bank File Type (RBS / Natwest, HSBC, Zempler, Barclays, Santander - Multibacs, Santander Faster Payments, Metro) - Used to produce payroll bank file format.
Bank Account
If you select the "Bank Account" option, you will need to provide the following additional details:
Account Number
Sort/Bank Code
Building Society
For a "Building Society Account," you will also need to provide:
Building Society Roll Number
International Bank Account
If you choose the "International Bank Account" option, the following details are required:
Address Information
IBAN (International Bank Account Number)
ISO Country Code (Payment)
ISO Currency Code (Credit)
SWIFT Code
Once you have entered all the required information, select one of the following options:
Draft: Saves your progress so you can return later.
Save & Next: Saves the data and proceeds to the next step in the client creation process.
Updating Client Bank Details
To update the bank details of the client, please follow the steps below:
Navigate to the Dashboard by clicking on the logo.
On the "Manage Clients" list, locate the client you wish to update and click the Edit icon in the corresponding row. This will open the client details page.
In the Bank section, click "More" to edit details.
A slider will appear displaying bank details fields similar to the creation screen. Make the necessary changes. For more details about the screen, please review this section.
Save or Discard Changes:
Click Save to confirm the updates.
Click the Close icon
at the top right of the slider to discard changes.
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