View Bank Account Details for a Contractor

The bank account details for a Contractor organisation is encrypted for security reasons. Only members of the 'Bank Detail Verifier' user group at the Managing agent level have the option to view it.

To view bank data for a Contractor-

On new layout - Click on Contractor > List > 'Get bank data' button from left sidebar. 

On old interface, navigate to - Setup > Contractor > List

Only Approved contractors by the Managing agent are included in this report.

If a Contractor wants to update their bank details-

The administrator users on the Contractor account can update the bank account details for their organisation under Setup tab on top > Company profile page.

Once done, they can click on SAVE CHANGES button at the bottom to save all the changes.

Once they make the changes, the updated details will automatically sync through to all of their managing agent's accounting system by virtue of the accounting data job that runs overnight.