Creating a Bank Mandate

A bank mandate requires the following information at creation:

• A name
• A source list (optional)
• A group - this is usually set as "default" unless actively using the group functionality
• A legal entity
• An external entity
• Bank account(s) (optional)
• Notes (optional)
• The option to display bank accounts on the bank mandate

After creation, signatories can be added to the bank mandate (if not using a source list).