Restrict access to bank details - configuration options
- Fiona Hardy
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 to contact Reapit Support
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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
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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
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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 |  |