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Reapit CRM (desktop)
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Getting started / quick guide - for sales, lettings & property management
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Sales & Lettings/Rentals
Accounts
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Identify internal client accounts assistant as a relationship on lettings property - configuration option
Client/Trust Accounts daily processes overview
Agent remittance
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Bank details
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How to change your client account bank details (UK only)
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Tenant bank details
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Store documents against bank details
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IBANs & SWIFT code entry provision
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International payments - update
Configuration options (bank details)
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Configuration update to provide individual settings for viewing landlord & tenant bank details
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Faster Payments support - configuration option (UK only)
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Access to add and/or edit/remove bank details - configuration options
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Restrict access to bank details - configuration options
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International payments - configuration option
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•
Trust Accounts frequently asked questions (APAC only)
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Bank details
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Configuration options (bank details)
Summarize
Configuration options (bank details)
Fiona Hardy
Owned by
Fiona Hardy
Jul 18, 2022
1 min read
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