SIMS Agora Bank Account Management

by | Jul 2, 2018 | MIS Notifications, SIMS AGORA Online Payments |

Bank Account Management

Capita have introduced new Bank Account actions (Archive, Migrate and Delete) to make it easier for schools to manage their bank accounts.

Schools can archive bank account categories if no longer needed.  Removing these categories from view when setting up new products.

With many schools affected by Bank Account Ring Fencing you can now migrate existing bank account categories to new accounts saving you the hassle of re-linking all existing products to the new account and FMS.

Accounts can also be deleted if have never been used or added in error (providing no historical transactions are linked).

For more information please click here.

If you require any assistance or have a query regarding this notification, please give us a call on 0191 433 8525 (option 1).