Bank Accounts

Entering Client's Own Bank Accounts
Users can enter bank accounts in the client own name by clicking the Beneficiaries icon from the Dashboard and following the onscreen instructions. Requ...
Fri, 22 Mar, 2024 at 1:21 PM
Adding Third Party Beneficiary Details and Bank Accounts
Users can enter Third Party Beneficiary details and bank accounts by clicking the ‘Beneficiaries’ tab  from the Dashboard and following the onscreen instru...
Fri, 22 Mar, 2024 at 12:31 PM
Uploading Multiple Third Party Beneficiaries via Excel Template
Users can upload multiple Third Party Beneficiary details and bank accounts by clicking the ‘Upload from Excel’ option from the Beneficiaries tab and select...
Thu, 21 Mar, 2024 at 10:46 AM