This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE
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 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
Masking the last 4 digits is a new option from version 12.129+, the other configuration options 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
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 The example shows how the bank details can be masked on a landlord record |
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Company/supplier bank details The example shows how the company/supplier account number is shown on the Supplier details The account number can also be masked |
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