Adding bank details (Banking System)

Adding bank details (Banking System)

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. Please check with your organisation as to which banking system will be utilised.

Note: If any 'mandatory' fields on your Profile (as determined by any of your connected organisations or federations), are not yet completed on your Profile, the Save button will not be clickable and your Banking System will not save. Please complete the missing information and save these details before proceeding to enter/update a Banking System.

Part 1: Adding a Banking System (Bank Details)
  1. Go 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, UK Sort Code)



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

    2. IBAN/SWIFT/BIC
    3. UK Sort Code

  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 in your Profile.
Part 2: Selecting a Banking System for use
  1. Click Back to return to My Profile. Under ‘Bank Details’, select your preferred Banking System. This will be the active bank account you are instructing your organisation to pay into. 
  2. Click Save. Note: if you have not completed all mandatory fields in your Profile, you will be required to input these prior to storing a Banking System.