We have made modifications to the View payments export for owner payments so that it is in a format that can be uploaded into your bank. 

Please note that every bank upload format can be different but we have now included additional columns so that all required information displays. If you need to update the order of columns you will be able to do this once your have downloaded the report.

1. Go to Agency > Commission statement > View payments for (All owners)

2. Click "Enter banking details" in here enter your business banking sort code, account number and account reference and click Save. These details will then pull through into the report download for you.

3. Enter your date range you want to view the payments made, and tick to "Show account details". This means the owner banking details will also pull through into the report download.

4. Click the CSV icon to download the report. If your bank is not listed in the Export format drop down, please get in touch so we can look at adding their specification for you. 

You can then choose whether to download in a .txt or .csv file, depending on your bank preference.