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How do I edit a credit account narrative on a bulk list Inter Account Transfer (IAT)?


A default credit account narrative applies to all beneficiaries on a bulk list that don't have individual credit account narratives. 

To edit a default credit narrative here's what you'll need to do: 

  1. Click 'Payments', then click 'Manage bulk lists'. 
  2. Click on the IAT bulk list you'd like to edit. 
  3. Just to the bottom of the 'Bulk list reference' box, select 'Edit bulk list'.
  4. Then you'll see the credit account narrative field which you can now edit.
  5. Finally click 'Save bulk list'. 

If dual control is set up on your account, a second person will need to check this. 

If you need to include a specific credit account narrative for one of the accounts on your IAT bulk list, you'll need to edit this credit account narrative individually. 


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