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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

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


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, when the account number is set to display, the account number can be masked except for the last 4 digits


 


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