How to Add National Bank Numbers

Collections and Payouts move money through a National Bank account, so URBI needs that account's institution, transit and account numbers before either can be set up. This is a one-time step per account.

Who can do this: People whose payments permission has not been turned off for the property. Anyone else does not see the Add bank numbers button.

Where to add them

1. Go to Property Settings, then open the Accounting tab.
2. Locate the Bank & payments card and click Manage.
3. In the Connection section, find the National Bank account - whether it is a connected bank feed or a manual bank account.
4. Click Add bank numbers next to that account.

The three numbers

• Institution number - fixed at 006 for National Bank and cannot be changed.
• Transit number - exactly 5 digits.
• Account number - between 7 and 12 digits.

Enter the transit and account numbers from the account's void cheque or online banking, then click Save.

What happens after you save

The numbers are stored encrypted. Afterwards, URBI only shows the account ending in its last four digits - staff never see the full account number again. If you need to correct the numbers later, enter new ones the same way; the new numbers replace what is on file.

Once a National Bank account has its numbers on file, it becomes available to pick when setting up Collections or Payouts.