Ensuring all tenancies have a bank account assigned

Bank accounts must be assigned to tenancies to ensure tenants have the correct information on their screen as to where the rent/deposit is paid. Always ensure that bank accounts are assigned to tenancies before any transactions are added to the tenancy or before a recurring charge is setup. 

Step 1 – Setting up bank account: 

First you need to ensure that you have setup your default bank account follow this article - Adding bank accounts in Arthur

Step 2 – Setting up default bank account on tenancy: 

When creating a new tenancy on the contract rent section you will find where to add in the default bank account and deposit account for the tenant. You will then select the bank account at this stage:

Step 3 – Updating back account in batch: 

To update the default bank account and default deposit account in batch go within the tenancy tab. 

Then click on the tick box to update all tenancies, you also have the option to update all your tenancies by selecting all. 

Once you click on update you will then have the option to bulk update the default bank account and the default deposit account:

Step 4 – Updating back account: 

To update the default bank account and default deposit account for a tenancy go within the tenancy -> edit tenancy -> then scroll down and update the bank account: