The Additional Information and Additional Bank Accounts tabs provide a central place to store supporting information that does not fit into the standard client fields.
The goal is simple: keep important client information, documents, and banking details accessible to the entire team.
Additional Information
Additional Information
The Additional Information tab allows you to store documents, notes, and supporting information against a client record.
Navigate to:
Clients → Open Client Record →Additional Details Tab → Additional Information
This area is ideal for information that may be useful throughout the client relationship but does not belong in a specific compliance or workflow task.
What Can Be Stored?
When creating a new Additional Information record, you can select a Document Type such as:
✅ Founding Document
✅ Bank Account
✅ Annual Financial Statements
✅ Asset Register
✅ Resolutions
✅ Accounting Officer
✅ Auditor
✅ Other
You can then capture:
Description
Notes
Relevant Date
Supporting Documents
Why Use Additional Information?
Many firms receive documents that need to be retained for future reference but are not tied to a specific task.
Examples include:
Historic signed financial statements
Asset registers
Founding documents
Board resolutions
Auditor appointment letters
Rather than searching through emails or shared folders, these documents can be maintained directly against the client.
Additional Bank Accounts
Additional Bank Accounts
Many clients operate more than one bank account.
While the primary bank account is captured on the client record, additional accounts can be stored separately for easy reference.
Navigate to:
Clients → Open Client Record → Additional Bank Accounts
Primary Bank Account
The client's main bank account should always be captured in:
Client Record → Profile / Login Details
This account information is used throughout the system where banking details are required.
Adding Additional Bank Accounts
To capture extra client accounts:
Open the client record.
Navigate to Additional Bank Accounts.
Click Add Record.
Complete the account details.
Save the record.
There is no limit to the number of additional accounts that can be stored.
When Should Additional Accounts Be Used?
Common examples include:
Savings Accounts
Investment Accounts
Trust Accounts
Foreign Currency Accounts
Payroll Accounts
VAT Reserve Accounts
Storing these details centrally ensures that any team member can quickly access the correct banking information when needed.
Best Practices
Best Practices
Keep Information Updated
Review client information regularly and remove outdated records where appropriate.
Store Key Supporting Documents
Use Additional Information records to retain important client documentation.
Capture the Primary Account Correctly
Always maintain the main operating account in the Client Profile section.
Use Additional Accounts for Everything Else
Avoid overwriting the primary account when additional accounts need to be recorded.
Key Takeaways
Key Takeaways
✅ Additional Information provides a central place to store client-specific documents and notes.
✅ Multiple document types can be maintained, including financial statements, resolutions, asset registers, and founding documents.
✅ The primary bank account should be captured in the Client Profile.
✅ Additional Bank Accounts allow multiple client bank accounts to be stored separately.
✅ Keeping this information organised reduces time spent searching for documents and banking details.
Remember: The easier it is for your team to find information, the faster they can service clients. By maintaining supporting information and banking details directly in DataGrows, your firm creates a more efficient and collaborative working environment. 📂✅🏦