To ensure you are prepared for the new remittance screen you will need to carry out the following steps:
- Ensure you do not have default client bank account in Arthur
- Ensure your tenancies have the correct default bank account
- Ensure you set the default bank from the landlord contact so you can add transactions at unit & property level
If you have more than one client bank account follow these steps:
https://www.youtube.com/embed/5mSncwIsF6U
Step 1 - Ensuring you do not have a default client account set up.
Go to financials > bank accounts > edit bank account > ensure the default client account box is not ticked
Step 2 - Ensuring your tenancies have the correct default bank account
Go to tenancies > bulk update the tenancies to the correct default bank account
Example: I have 4 bank accounts the tenants pay their rent into Bank A, Bank B, Bank C & Bank D so this is what I would do:
Step 3 - Ensuring you set the default bank from the landlord contact so you can add transactions at unit & property level.
Go to contacts > property owners > click on the landlords name > financial settings > choose the default bank and save.
Once you have done this, you will be able to add transactions at unit & property level associated to the correct bank account.
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