Record supplier bank account details

In order to assist with making electronic payments for supplier invoices, you may wish to store their bank account details within Elevate.

On the landlord record go to Financial > Bank Accounts, and click Add Bank Account. 

When making a payment to a supplier, if bank account details have been stored these will be shown in the payment form alongside the transaction details. 

These bank account details are securely encrypted using a one-way encryption mechanism.

Additionally, all sensitive details like bank account numbers and sort codes are masked on screen as an additional security measure from people who may be looking on. The last 4 digits of bank account numbers are shown with the leading digits replaced by asterisks, and only the last 2 digits of sort codes are shown by default. Click the eye icon to reveal the full details.