Skip to main content

Correspondent information for non matter transactions

A
Written by Antoine Larsen
Updated over 3 weeks ago

The correspondent is only case related so can only be set up on a specific case.


If you require office transactions that are not matter based to have pre populated bank details then you can set slips in the Smart Post Maintenance to have specific account numbers on or you can use the Purchase ledger and use a PIN posting type to have bank details attached.
​
If any help is needed setting up the above please raise a new case online and reference the title of this article.

Did this answer your question?