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Warren Hamilton
Warren Hamilton
  • Updated
Set up bank account details to be used for the tenancy and procurement processes in the system. This involves capturing bank name, bank swift code and bank branch details.




1. From the homepage, go to Finance module.

2. Navigate to Finance Settings and Bank.




1. Click the Create New button.

2. Input the Bank Details:

  • Bank Code
  • Bank Name
  • Swift Code

3. Select the Bank Account Effective Start and End Dates.

4. Input the Bank Address:

  • Country
  • State
  • City
  • Address
  • Postcode

5. Add the Bank Branch by clicking the Add button and populating:

  • Branch Code
  • Branch Name
  • Effective Start Date
  • Effective End Date

6. Once done, click the Save button.



  • The System Administrator can create, edit or delete Bank, Bank Branch and GIRO Approval/ Rejection codes.



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