Extension to journaled bank account details
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
From AgencyCloud 12.167+, when the following bank account details are changed on a contact, landlord, tenant or company, the change will be automatically added to the journal/Activity Feed:
Bank name
Branch name
Account name
Payment reference
Prior to this release, only changes to the account number/IBAN, sort code/SWIFT & payment method were journaled - this update means that changes to all fields on the Bank Details screen are journaled
From the Bank Details screen (e.g. on a landlord record):
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For more information on adding bank details, click here: Bank details
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