Extension to journaled bank account details

Owned by Fiona Hardy, created
Last updated: Jun 28, 2023
2 min read

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):

  • Changes to any of the highlighted fields are now journaled
    (along with the AC No/IBAN, Sort Code/SWIFT & Payment method, which were previously journaled)

  • The changes are logged in the Activity Feed (and journal, where applicable)

For more information on adding bank details, click here: Bank details

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