Knowledgebase

If you would like to pull a default block (or global) account to your mail merge or arrears letter please cope and paste the following code:

<# <Repeat Select="./BankAccounts/BankAccountAttachmentData"/> #>
<# <Conditional Select="./DefaultAccount" Match="true"/> #>
Account Name: <# <Content Select="./Name"/> #>
Account Number: <# <Content Select=". /AccountNumber"/> #>
Account Id: <# <Content Select=". /AccountId"/> #>
Sort Code: <# <Content Select=". /AccountSortCode"/> #>
<# <EndConditional/> #>
<# <EndRepeat/> #>

You can also pull details of all your accounts if you remove condition for account being the default:

<# <Repeat Select="./BankAccounts/BankAccountAttachmentData"/> #>
Account Name: <# <Content Select="./Name"/> #>
Account Number: <# <Content Select=". /AccountNumber"/> #>
Account Id: <# <Content Select=". /AccountId"/> #>
Sort Code: <# <Content Select=". /AccountSortCode"/> #>
<# <EndRepeat/> #>