Bank Account Field Settings

The system contains a selection of optional fields that can be applied across bank accounts.

These can be found by navigating to Field Settings -> Bank Account from the left hand menu bar.

The optional fields are:

• IBAN
• Local Code (eg. Sort Code, ABA Routing Number)
• Date Account Opened
• Status
• Account Type

To turn a field on at organisational level, select the chosen field from the dropdown list and click Update.

When creating a bank account, that field will now appear.

Once a field is turned on at organisational level, it is possible to turn it on/off at bank account level. This can be done by clicking Edit on the bank account and selecting the required fields.