Before you start registering historic deposits, reconciling transfers out and refunding deposits, it is important that you initially create a bank account to represent your deposits. In Arthur to do this, will create a dummy Custodial bank account if your deposits are held in a Custodial Scheme. Alternatively, if your deposits are held in an Insured Scheme and the money is held in a separate bank account to which you receive your rents, it is important that you also create a bank account
Note – If your deposit is held in an Insured Scheme and is held in a separate bank account, you will be following the same steps but rather than inputting dummy information, you will input the real information
Select Financials followed by Bank Accounts
From here, select Add Bank Account
Once you have filled these in, you can select Save Bank Account
Following this you can do the following:
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