Campus Entry Screen> Campus Entry Burger Menu> Bank Account
In TEAMS, the Bank Account section provides a secure and centralised area for managing your organisation’s bank account details, which are essential for financial operations. Here, you can enter, view, and update bank account information used for payments, refunds, and billing—helping ensure accuracy and efficiency in financial management.
By maintaining accurate and current bank details, users ensure that financial transactions are processed efficiently and correctly, supporting smooth financial operations across the campus or organization.
To add or link a bank account, click the + Add button. This opens a popup window where you can enter the required details.
Fields and their Explanation:
| Bank Name | The official name of the bank where the account is held. Must match the bank’s registered name. |
| BSB Number | A six-digit code identifying the specific branch of the bank. Required for transactions in Australia. |
| Account Number | The unique number assigned to the bank account. Enter carefully to avoid transaction errors. |
| Account Name | The name registered with the bank for the account. Must match exactly for payments to be processed successfully. |
| Default | Tick this box to set the selected bank account as the primary account for the campus. It will then be automatically used as the default whenever the campus is selected. |