Permission Required: Users with the Admin Profile and Custom Profile can access this feature
Regional Availability: Australia, and the United States
Overview
This guide explains how to Add and Activate your Primary & Secondary Accounts in the all new revamp Company accounts.
By using your Primary Account you can send and receive payments directly from your customers, as well as set up currency wallets to save foreign exchange expenses.
Your Secondary Account helps you open an account in the currency required for your company needs. It allows you to set up numerous wallets in order to better track your vendor payments.
How to add a Primary account
Start by navigating to the dashboard section. From your Dashboard, go to the View All Accounts.
Click on + Primary Account
Choose the currency from the list then click continue.
Select the bank location and payment method - LOCAL or SWIFT. Then confirm by clicking Review.
5. Review the bank details then proceed by clicking Add Account.
You can see your newly created account in the Primary Accounts section. Click on Receive Funds to get the bank details.
How to add a Secondary Account
Start by navigating to the dashboard section. From your Dashboard, go to the View All Accounts.
2. Then scroll down at the top of the Primary Accounts click on + Global Account.
3. Go ahead and select the currency you want secondary currency you want to add.
Note: A primary account wallet in the same currency must be created before adding any secondary accounts with that currency.
4. Select the bank location and payment method - LOCAL or SWIFT. Then confirm by clicking Review.
5. Review the bank details then proceed by clicking Add Account.
