Updating bank details

Adding bank details

Stored banking details within your My Profile can be used by organisation(s) to pay and/or appear on personal invoices. Users can store multiple bank accounts, based on various international banking systems.

Adding bank accounts to your Profile (with banking system information)
  1. Head to My Profile
  2. Under ‘Bank Details’ section, click the cog icon next to 'Banking System' 
  3.  Click +Add New


  4. Click the type of Banking System you wish to create (eg: BSB Number, IBAN/SWIFT/BIC)



  5. Complete the necessary details for your bank account. Examples are shown below:
    1. BSB Number

    2. IBAN/SWIFT/BIC

  6. If required, select Tax Type (VAT, Tax or None depending on country)
  7. If required, enter Tax Type number (minimum 10 characters)

  8. Click Save. You have now loaded a banking system to your Profile. Repeat the process for any other banking systems you wish to store. Repeat the process for any international banking systems you wish to store in your Profile.
  9. Click Back to return to My Profile. Under ‘Bank Details’, select your preferred bank account (Banking System)
  10. Click Save. Note: If any Profile fields that have been configured as 'mandatory' by any of your connected organisation(s) or federation(s) are not yet filled on your Profile, the Save button will not be clickable and you need to input the missing My Profile fields prior to saving.

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