You need to add a new bank identifier when setting up payment processing for a new financial institution, integrating with additional banking partners, or updating your system to recognise newly issued bank codes.
Apply this process in the following situations:
Your organisation begins working with a bank that isn't currently configured in your system.
Regulatory changes introduce new banking identifiers.
You need to ensure accurate transaction routing and reconciliation for specific financial institutions.
To add or edit a new bank identifier, follow the steps below.
📌Note: If you use Back Office, follow these steps.
Create new bank identifier
To add a new bank identifier, follow these steps.
Click Settings then under Banking, click Bank Identifiers.
Click Add Bank Identifiers.
Enter the required details then check all mandatory fields are completed.
Click OK.
Update bank identifier
To update a bank identifier, follow these steps.
Click Settings then under Banking, click Bank Identifiers.
Highlight the relevant bank identifier then click the three-dot icon.
Click either Edit or Delete then update the relevant details.
Click OK.