Banking Integration: Activate a bank account

To active a bank account all you need to do is set the bank in the account details screen:

1. Open the account edit form

2. Click the Bank Details tab

3. Select the bank

Banking integration needs to be configured for the selected bank. You do not need to enter the APCA Ref here unless it is different to the Practice APCA.

4. Click "OK"

The bank account is now integrated and you should start receiving bank feed data.

Note:

• The BSB and the account number will be used to match the bank feed information.
• The APCA Reference is set in the bank configuration (Static Data). If a bank account has a different facility than the standard configuration you can override the APCA reference in the account.

If adding an investment or trust account a separate MBL facility must be created, contact MBL.