Transfer existing Swan accounts to banking in dobby

You can easily transfer existing Swan accounts to Swan accounts in dobby by completing the following steps:

• Open the banking module in dobby.

• Upload the signed general meeting report in which the owner’s association confirms your appointment as administrator.

• Swan updates the legal representative and links the account(s) to the owners’ association's accounts.

• You can retrieve all historical bank transactions and process them in your bookkeeping system.