There are a number of places where you can save bank details in Eagle. These are used to autofill bank fields when adding transactions and for ABA files.
In this article:
How To Add Trust Bank Accounts
Click into Settings (top right corner)
In the left menu, click Bank Accounts
To create a new trust account, click Add Trust Account
To edit an existing trust account, click the Edit button on the trust account you want to update
How To Add Trading Bank Accounts
Click into Settings (top right corner)
In the left menu, click Bank Accounts
To create a new trading bank account, click Add Trading Bank Account
To edit an existing trading account, click the Edit button on the trading bank account you want to update
Link a trading bank account to your trust account
Once you have created a trust account, you can link your trading account to it. When making payments from your trust to your trading account (eg. for advertising) the bank details when creating the trust transaction will autofill if they have been linked.
Show trading bank account details on your invoices
Visit this help article to setup your default bank account details to be shown on invoices.
How To Add Bank Details To An Agent Ledger
In the left menu, click Admin and select Agent Ledgers
Click into the agent ledger that you want to add bank details to
Go to the Settings tab of the agent ledger
Add the bank details and click Save Agent Ledger
Once bank details have been saved you can generate ABA files from agent ledger payments to easily make the payment in your internet banking.
How To Add Bank Details To A Contact
Click into a contact, then click Edit this contact (top right corner)
Go to the Financials tab, enter the bank details and click Save Financials
Once bank details have been saved, when you make a payment to this contact from the trust account the bank details will autofill.
For any further assistance with setting up bank accounts please contact our Eagle Support Team; P: (03) 9016 0444 E: [email protected]