How to prepare for the new property owner remittance screen if you have more than one client account

To ensure you are prepared for the new remittance screen you will need to carry out the following steps:

1. Ensure you do not have default client bank account in Arthur
2. Ensure your tenancies have the correct default bank account
3. Ensure you set the default bank from the landlord contact so you can add transactions at unit & property level

If you have more than one client bank account follow these steps:

https://www.youtube.com/embed/5mSncwIsF6U

Step 1 - Ensuring you do not have a default client account set up.

Go to financials > bank accounts > edit bank account > ensure the default client account box is not ticked

Step 2 - Ensuring your tenancies have the correct default bank account

Go to tenancies > bulk update the tenancies to the correct default bank account 

Example: I have 4  bank accounts the tenants pay their rent into Bank A, Bank B, Bank C & Bank D so this is what I would do:

Step 3 - Ensuring you set the default bank from the landlord contact so you can add transactions at unit & property level.

Go to contacts > property owners > click on the landlords name > financial settings > choose the default bank and save.

Once you have done this, you will be able to add transactions at unit & property level associated to the correct bank account.

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