Create a Bank Account

Rex PM allows you to create multiple bank accounts, both Trust and General.

Below are the steps you can follow to create a new trust account in Rex PM.

1. Click on Settings in the main left-hand menu

2. Select Bank accounts in the pop-out menu under Financials

3. Click Create Bank Account

4. Enter the below fields:

   • Country of registration

   • Currency

   • Account display name (optional) - this will be the name you see throughout Rex PM

   • Account name - This is your official account name

   • Account number

   • BSB

   • Bank

   • Trust Account - select the relevant option

5. Click Create Bank Account

Watch me set up a bank account here 👇