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Initial Owner File Bank Setup

Anne Greyling
Anne Greyling
  • Updated February 09, 2021 22:41

Initial Owner File Bank Setup

 Bank Details

  1. Ensure that all owners have the correct payment method selected i.e. EFT or Cheque
  2. Make sure that there are bank details and a bank code
  3. Set withholds

Or go back to the RMS Setup Checklist

 

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