Administration

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