When you add a property, the owner’s record consists of the owner’s name and email address. To pay each owner during disbursement and use the ABA file, you need the owner’s bank details on file.
You can enter the owner’s details in either of these ways:
- Click the owner’s name on the property record.
- Search for the owner under Contacts > Owners. Click Search to open the search options, or find the owner in the list. Click Bank Acc to update the bank details. The Bank Acc button is red when details are missing and green when a record is complete.
On the next screen, click Add Bank Account.
Fill out the required information. The No EFT Transfer box is unticked by default. Select it if you do not want to include this owner’s record in the ABA file. When done, click Save.