How to change the bank account on a Payment item

IMPORTANT

If you have not already registered your new Bank Account, you must first enter the details of the new account

You can amend the bank account linked to a Payment item as below -

 

  1. Go to Payment Items>View/Edit Payment items
  2. Select the payment item you wish to change bank account for
  3. Select Edit Item icon
  4. Go to Bank accounts and accounting codes section
  5. Select new Bank Account under Change bank account
  6. Select the date the change is applicable from (please note this can only be changed for a date in the future)
  7. Click Save changes
  8. Repeat the process for any other relevant payment items
  9. Please note that the changes will take effect overnight.

 

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