Adding a new account

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If you wish to add a new bank account to your organisation, please contact customer support. Note that this might required a formal authorisation.

Editing an account

In the settings editor, accounts can be edited by clicking on ‘Edit’ on the action menu or clicking on ‘Edit’ in the details page of that account. While most details can be updated account number is immutable, as well as bank and country of jurisdiction.

Add / remove an account from an account group

In the settings editor, either through the action menu or from the details page of the account, its membership to an account group can be added or removed. In a similar manner, members can be added and removed, to and from an account group.

Deactivate an account

In the settings editor, either through the action menu or from the details page of the account, click on ‘Deactivate’ to deactivate an account.

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Note that once an account has been deactivated, it will not be possible to reactivate it again, and payments associated to that account which have not yet been sent to the bank will be cancelled.