How do I save or update a person's bank details from the reconcile screen in agentOS?

When your agentOS account is linked to Calmony, you can save or update a person's bank details directly from the reconcile screen using the Save Person Bank Details option. This works whether the person doesn't yet have any bank details saved, or their existing details have changed - and it means future payments from that same account can be automatically recognised and linked to the correct person, supporting the auto link features available with Calmony.

How to save person bank details from the reconcile screen

1. Go to Accounts in the top navigation, then open Bank Accounts and click into your relevant client account.
2. Navigate to Reconcile Statements from the left-hand menu.
3. Find the relevant statement entry and click the Actions button to the right.
4. Select Save Person Bank Details from the Actions menu.
5. In the panel that appears, you'll see the account details from the incoming payment (for example, the account name and sort code/account number).
6. Use the Person dropdown to search for and select the person in agentOS you wish to associate these details with.
7. Select the appropriate Account Type (for example, Business or Personal).
8. Click Save to confirm.

Important: saving bank details using this method will override any existing bank details already saved against the selected person. A warning is displayed before you confirm, so review your selection carefully before proceeding.

For assistance with this feature, contact support@calmony.co