How do I add a new bank and sort code?

Zenya Allen
Zenya Allen
  • Updated

The steps below outline how you can add a new bank, branch and sort code in your User Defaults

  1. Click Defaults on the main toolbar
  2. Click User Defaults from the dropdown menu
  3. Click Banks
  4. The Bank Types and Branches display a list of Bank Types with Auto Bank Preference set up
  5. To add a new Bank Type, click in the next blank line and type the name of the bank
  6. If your agency uses the Autobanking function, click in Auto Bank Preferences then click the black arrow to display the Autobanking Defaults
    For more information on Setting up and making payments by AutoBanking, click here
  7. If you tick Default, it will autofill the bank name when adding a new bank account. All other branches can be selected using the dropdown arrow
  8. Click on a Bank Type from the list of banks, to display Maintain Branches in the bottom part of the window along with the Branch Details of the corresponding bank 
  9. Click Save & Exit


You will now be able to select your new Branch in Bank Information when adding a new Bank account.