This video introduces you to the Payment account dashboard, which enables the legal representative to monitor and manage the account dedicated to the On-Demand Pay module.
Key points to remember:
- The dashboard offers three tiles: Account information (status, IBAN, BIC, available balance, downloading account statements in CSV format), Funding rules (automatic top-up threshold, which can be modified) and Delegation (assigning all or part of the account administration to another administrator).
- The legal representative can download their account statements for three periods: last month, last 3 months, or a customized period.
- An automatic top-up of the account is triggered daily as soon as the balance falls below the defined threshold, in order to ensure that funds are available.
- Any delegation created for another administrator must be confirmed from the legal representativeâs smartphone, for security reasons.