Electronic Payment method (X,E,D) from Trust requires client bank account details

Where payments are made electronically from the Trust account, the bank information is required, even for payment type X.

This is so that the bank details of where the money was transferred to is available for auditing purposes and shows on the trust ledger. 

The same restrictions do not apply to payments from the office account.

Step-by-step guide

Input your payment voucher as you normally would i.e. enter the entity id; select your payment method of X, D or E. If you receive the message Bank Deposit details for creditor are incomplete, you will need to add the Bank Account details to the Entity.

1. Search on the Entity from the Payment Voucher screen, by selecting the ellipses and searching on their name;
   
   
   
2. Select the Entity > right click > Modify;
   
   
   
3. Go to the Financial Tab and Update the Bank Details. Select OK.
   
   
   
   
4. This will take you back to the Entity and Matter Search screen, where you can re-select that Entity > OK.
5. You can then proceed with entering your Input Payment Voucher.