Financial Information

Financial Information

This article runs through how to add financial information in Reapit Sales.

How do I add bank account details to a contact or supplier?

1. Search for your Contact open their Contact Card

2. Click the Add Financial Information button.

• Enter ABN
• Enter ACN
• Tick if GST Registered
• Enter their Tax File Number
• Enter Bank Account Name
• Enter Bank Account BSB
• Enter Bank Account Number

3. Click Save. (If you have our Sales Trust module, this information will sync through so that vendor and supplier information will populate through when payments are made out of trust).