How to select & manage Recipient Bank details

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• Bank Details: Service Provider Bank Recipient

  1. Click Admin on the Main Menu. 2. Click on Contacts 3. Contact screen will open. 4. Select Service Providers from the ribbon-bar. 5. List of Service Providers will open. 6. To edit a service provider, click on the Contact Name to open the contact's ...

• Bank Details: Private Recipients

  1. Click on Accounting on the Main Menu. 2. Click on Payments 3. Payment menu will open. 4. On the main ribbon bar, select Save Recipients 5. Beneficiary list will open; user will see Private Recipients and Public Recipients. Add New Recipient 1. ...

• Statements & Invoice Bank Details

  Different bank accounts can be linked to different properties. Make sure the bank details are entered as trust cashbooks under the account settings. Statement bank details can be linked on three different levels: Default Company Bank Details: All ...

• Bank Details: Public Recipient List

  Public Recipients are listed company beneficiaries (i.e. municipality). PropWorx has preloaded FNB, Nedbank and Netcash public recipients lists. 1. From the menu, select Payment from the menu. 2. The Payment screen will open. 3. Click on the ...

• Load a payment with Netcash Public Recipient List

  1. From the menu, select Payment from the menu. 2. The Payment screen will open. 3. Fill in the payment information fields. Description: From the Select from list drop-down select the description to be used. This will populate the Description field. ...