How to update bank account details

The bank account details on all word document templates are pulled from the Company settings by default. The data fields are called: *BANK_NAME*, *BANK_BSB* and *BANK_ACCOUNT_NUMBER*.

To update your bank account details, follow these steps:

  1. Go to “Admin”
  2. Click “Company Settings”
  3. Update the details in “Bank Name”, “Bank BSB” and “Bank Account Number”
  4. Click Save

Updated: 19 June 2023

Support telephone: 02 9521 4052

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