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This guide has been reviewed against our global client base and classed as relevant to all regions |
Configuration options are available which affect how bank details are displayed on contact, landlord, tenancy & company/supplier records
This includes masking the account number except for the last 4 digits - this can be a useful security configuration option to implement for non-accounts staff, as it gives the ability to confirm with a client the account number stored, without needing to see the full account details - options are explained below
To enable these configuration options, click here
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to contact Reapit Support
Contact/landlord/tenant bank details
On contact, landlord and tenant records, bank detail configuration options are:
Show full bank details
Mask bank details
Mask bank details, except for the last 4 digits
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Masking the last 4 digits is a new option from version 12.129+, the other configuration options |
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were previously available to control showing or fully masking bank details for the above records |
Company/supplier bank details - new options from version 12.129+
On the Supplier details tab, configuration options are:
Show full bank details on the Supplier details tab
Show bank details on the Supplier details tab but masked except for the last 4 digits
Prevent users from clicking the Bank link to view supplier bank details
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Previously only the bank account name & branch was shown on the Supplier Details tab and all users could click through and add/view bank details |
Landlord/tenant/contact bank details Wherever a bank account number is displayed on the system for a landlord, tenant or contact, the number can be masked except for the last 4 digits The example shows the partially masked bank details on a landlord and tenant record |
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Company/supplier bank details The company/supplier account number can now be shown on the Supplier details tab on the company record As shown in this example, |
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when the account number is set to display, the account number can be masked except for the last 4 digits |
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Configuration options are available which affect how bank details are displayed on contact, landlord, tenancy & company/supplier records |