How do I change the bank details for the agency account?

The steps below show you where you can change your agency office account details in User Defaults.

This article includes: 

• Add bank details to a single branch
• Add different bank details to each branch
• Add the same bank details to all branches

Add bank details to a single branch

1. Click Defaults on the main toolbar
2. Click User Defaults from the dropdown menu
3. Click on Information 
4. In Agency Account Information, enter the details in each field
5. In Default Payment Type, select the method which you transfer your agency commission
6. Click Close

Add different bank details to each branch

1. Click Defaults on the main toolbar
2. Click User Defaults from the dropdown menu
3. Click on Branch, Dept, Fee Earners
4. Click on the Multi Office tab
5. Click on Multi Office Settings
6. On the side menu, select the Branch you wish to edit
7. The Branch information displays. Click on Branch Details
8. In Agency Account Information, click Locate Agency Account
9. If the account isn't listed, you will need to add it
   For more information on How do I add a new bank and sort code, click here
10. Click Close

Add the same bank details to all branches

If you have moved your office bank account to another bank, you can update all branches without the need to edit each individual branch' bank details.

1. Click Defaults on the main toolbar
2. Click User Defaults on the dropdown menu
3. Click Banks
4. Click Maintain Agency Accounts
5. Update your agency account information
6. Click the disk icon, Save this record, on the toolbar
   1. If you wish to add an additional agency account , click New and fill in the details
   2. Click the disk icon, Save this record, on the toolbar