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Banking Details

Required Role

Global roles only

The Banking Details section stores your organisation's bank account information. These details are automatically included on invoices sent to clients.

Adding Bank Details​

  1. Click Add Bank Account
  2. Enter:
    • Account Name
    • BSB Number
    • Account Number
    • Bank Name
    • Account Type (e.g. Business Cheque)
    • Branch (if this account is for a specific branch)
  3. Click Save

Multiple Bank Accounts​

Organisations operating across multiple branches or countries can add multiple bank accounts and assign each to a specific branch or service type.

Security​

Bank account details are stored securely and only visible to users with the appropriate admin permissions. They are never visible to client-facing users or external parties.