How to Add a Tenant’s Banking Information?

Modified on Tue, 25 Jul 2023 at 10:32 AM

You can view the video procedure or follow the steps below. This video procedure is available with English subtitles. Start the video, click on “⚙️” and on “Subtitles,” and choose “English (Canada).” 

Steps to Follow

1. Go to the “Data” tab and the “Contacts” subtab.

2. Click on the tenant you want to modify.

3. Click on “Modify” at the top right.

4. In the third page of the dialog box, enter the name of the financial institution, the transit number, the institution number, and the account number, which are on a void cheque.

5. Click on “Finish.”

You have now added a tenant’s banking information.

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