Overview
The bank accounts page shows:
Your bank accounts - The creditor accounts that collected payments are paid out to.
Concurrent Client Money account - All monies payments collected via Concurrent, including completed transactions and upcoming transactions.
Requirements to use
Payment terms accepted.
Creditor account(s) set up.
Collecting tenancy or rent payments via Concurrent.
Associated user requirements
- Billing access.
- Account admin access (to accept the payment terms, add a controlling company, or add a bank account).