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.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. Select the Information tab.
4. 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.
   
   
   
5. Enter a Description for this bank account - this will appear under the bank name in the Bank details list.
6. Complete the bank details, then select Save.

   If more than one bank account is recorded, set the Primary account using the toggle switch.