Add bank details
You can record client bank details which can then be used in various areas, such as automatically entering bank details for tax refunds.
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From the Clients menu, select Clients list then find and open the required client.
If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.
- Select the Information tab.
- From the Bank details panel at the bottom of the page, select Add bank details (select Add if existing bank details are shown).
You can edit or delete any existing details by selecting the required option from the More options icon.
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Enter a Description for this bank account - this will appear under the bank name in the Bank details list.
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Complete the bank details, then select Save.
If more than one bank account is recorded, set the Primary account using the toggle switch.