Add a Tenant's Bank Account

Overview

To add a tenant's bank account, open the property's tenancy → the Tenants table → click the tenant and choose View tenant profileEdit, then fill in the Bank account name and Bank account number and click Save.

Add the bank account

1
Find the tenant
Open the property and its tenancy, go to the Tenants table and click the tenant's name to open their popover.
2
Open their profile
In the popover, click View tenant profile. The Tenant Details page opens.
3
Open the edit window
On the Tenant Details page, click Edit (top right). The Tenant Profile window opens.
4
Enter the bank account name
In Bank account name, enter the account holder's name (the tenant, or their company or trust).
5
Enter the bank account number
In Bank account number, enter a valid NZ account number in the format 00-0000-0000000-00.
6
Save
Click Save. The details now show on the Tenant Details page and inside the tenant's name popover in the Tenants table (click their name to see them) — there's no dedicated Bank Account column.

Note: Keyhook can't pay money back to a tenant — such as refunding a credit balance or overpaid rent — until valid bank account details are on file.

Update or clear a tenant's bank account
1
Reopen the edit window
Open the tenant's profile again and click Edit.
2
Change or clear the details
Update the Bank account name and Bank account number, or clear both fields to remove the account.
3
Save
Click Save. The change is recorded on the tenancy timeline.

Frequently asked questions

Why does a tenant need a bank account on file?

It's the account Keyhook pays money back into when the agency refunds the tenant — for example returning a credit balance or overpaid rent. Without valid details on file, those refunds can't be paid out.

Is the bank account number required?

No — you can save a tenant profile without one. But you'll need valid details before Keyhook can refund money to the tenant, and if you do enter a number it must be a valid NZ bank account number.

What format does the account number need to be in?

The standard NZ format — 00-0000-0000000-00 (bank, branch, account and suffix). Keyhook checks the number is valid when you save.

Where else can I see or change these details?

The account shows on the Tenant Details page and inside the tenant's name popover in the tenancy's Tenants table (click their name) — there's no dedicated Bank Account column. You change it from the same Edit window, which also holds the tenant's other contact details — see Manage Tenant Details.

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