Bank

In this page, you will find content on how to use the platform. You may scroll the page from top downwards for a complete process flow. For specific actions, you may click the links below.

Bank Admin

Module 1: Bank Activation

Module 2: Company Key Setup

Module 3: User Creation/Maintenance

Module 4: Bank Branch

Module 5: Test Company Key

Module 6: User Profile

Module 7: Set Up Bank Account

Bank Users

Module 1: Company Key Setup

Module 2: Request Reply

Module 3: Reports

Module 4: User Profile

Bank Admin

Module 1: Bank Activation

Bank registration process

Module 2: Company Key Setup

1. Generate company key

2. Add company key to user

Module 3: User Creation/Maintenance

Bank Admin to add users

Module 4: Bank Branch

Bank Admin to add bank branch

Module 5: Test Company Key

Module 6: User Profile

Edit user profile

Set Up Bank Account

Set Up Bank Account

Audit Firm Users

Module 1: Company Key Setup

1. Add company key

2. Difference with & without company key

Module 2: Request Reply

Confirm Request Reply

1. Bank Executive to process new request submission

2. Upload bank reply

3. Bank Executive to approve request submission

Reject Request Submission

Pending Request Reply

1. Bank Executive to move new request to pending

2. Bank Executive to move pending request to processing

Pending Payment Request

Move Request to Pending Payment

Returned Request Reply

1. Bank Executive to move processing request to approval

2. Bank Manager to return request

Reconfirmation Request Reply

Confirm Pending Payment

Confirm Pending Payment Verification

Module 3: Reports

Module 4: User Profile

Edit user profile

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