How to Manage Bank Accounts

A bank account is where your tenants' rent is paid. Use this guide to add a new account, reconnect one that needs attention, choose which properties pay into each account, or delete an account.

Before you start

• The number of bank accounts you can add depends on your plan.
• Bank accounts are connected through Stripe. For a new account, have your business, identity and bank details ready. Stripe decides which questions it asks.
• Only adding an account for one property? It is quicker to use the property's Connect Account tab. See How to Connect a Bank Account to a Property.
• If you are a team member and see Access Denied or No Access, ask your account owner to give you the Accounting → Bank Accounts permission under Settings → User Roles.

1. Open Bank Accounts

In the sidebar, go to Accounting, then the Bank Accounts card. The table shows Account, Bank, Property, Status and Action. You can filter by Property or Status (Connected or Not Connected), or search.

2. Add a new bank account

1. Click Add New Account.
2. On Property Info, enter an Account Title you will recognize, and pick one or more Properties that should pay into this account.
3. Click Next. If you have reached your plan's bank account limit, a window explains this. Proceed opens Settings → Subscription.
4. On Account Info, complete Stripe's form.
5. When you leave the form, you will see Account added and return to Bank Accounts.
6. Check the Status column. Connected means you are done. Connect again means Stripe still needs something from you (see step 3).

The Account added message appears whenever you leave the Stripe form, even if you did not finish it. Always check the Status column.

3. Reconnect an account

Do this when the Status shows Connect again, or the account's page shows a Connect to Bank button.

• From the Bank Accounts list: click Connect again, finish the Stripe form, and wait for Account Connected Successfully.
• From the account's page: click Connect to Bank (top right) and finish the Stripe form. Then close the window and refresh the page to see Connected.

4. Choose which properties pay into an account

Click the account name, or ⋮ → View. The page shows each linked property as a card.

Add properties

1. Click Add New Property.
2. Search by name, address or type, and tick the properties you want. If you see No properties available to add, every property is already linked to an account.
3. Click Add N Properties. The cards update.

If the window stays open after you click, the properties were not added. Close it, refresh the page and try again.

Remove a property

1. On the property's card, click Remove.
2. Read the Confirm Property Removal message and click Remove.
3. You will see Property Removed successfully.

Important: tenants cannot pay that property's existing invoices until it is linked to another bank account. Once it is linked again, payments go into the new account. Link the new account straight away.

5. Delete a bank account

1. Before you delete, link the account's properties to another account (see step 4), so your tenants can keep paying.
2. On Bank Accounts, click ⋮ → Delete on the row. To delete several, tick them and use the bulk delete.
3. Confirm, and you will see Account Deleted Successfully. If the account cannot be deleted, a red message explains why.

Good to know

• Every property that collects rent should be linked to an account with Connected status.
• The property's Connect Account tab shows the same account.
• If a tenant can't pay an invoice after you removed its property from an account, link the property to a Connected account.
• Seeing an upgrade window after Next? Upgrade, or link the property to an account you already have.

Need help?

Email us at support@digitaltenant.com, or use the Help button in the bottom-right corner of your dashboard.