How to Add and Edit Bank Accounts in Yao

Prerequisites

To perform this configuration task, you must be logged into Yao as an Administrator. This access level is what allows you to view and modify global system settings.

• You must possess Admin User permissions.

How to Navigate to Bank Accounts Configuration

1. Click the Configuration menu item on the far left-hand sidebar, which is located next to the cog icon.

2. Select the Organisation tab from the horizontal menu bar at the top of the configuration screen.

3. In the sub-menu below, click the Bank Accounts tab. A list of all current bank accounts will be displayed.

Adding a New Bank Account

1. In the upper-right corner of the Bank Accounts list, click the blue + Add Bank Account button.

2. In the Add Bank Account modal window which appears, enter the Name of the bank account into the required field.

3. Enter the Account Number.

4. Enter the Sorting Code.

5. Enter the IBAN and Swift Code into the respective fields (if applicable).

6. At the bottom, click on the Type field drop-down menu and select the required bank account type (e.g., Client, Office, Regulatory, or Linked Matter).

7. Click the blue Add button. The new bank account will now appear in your list.

Editing an Existing Bank Account

1. Locate the bank account which you wish to edit in the main list.

2. Click the ellipsis menu (...) on the far right of the bank account's row.

3. From the drop-down menu, select Edit.

4. The Update Bank Account modal window will appear, which allows you to amend the existing details in any of the fields.

5. Once your changes are complete, click the blue Update button in the bottom-right corner. The bank account details will be instantly saved and updated across the system.