Accounts - New Bic Profile Fields Added to Edit Site (15266)

To meet regulatory reporting requirements for New York, two new fields have been added to the BIC Profile tab in the Edit Site screen.  

  • Field: Contract Type 
    • Selection Options:
      • Written
      • Oral
  • Field: Other Financial Requirements
    • Selection Options:
      • Yes
      • No


Pathway: Accounts > Search: Accounts > Edit Site (right click)