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Overview

When you generate a BACS file to pay a property owner or a contractor, the system will also generate a remittance advice which will be added to File Manager and linked to the owner.

Requirements to use:

  • Business or Enterprise Concurrent plan

  • Owners and Contractors added to the Contact centre with their bank details added

    • Note that the bank account number will only show the last 2 digits once saved

  • Properties linked to the owners on your account

  • Account set up to use Statement of Accounts