Beneficiary Maintenance

This screen is for you to save the details of your beneficiaries. You will then be able to make quick transfers from the details you have saved.

How to enter a New Beneficiary/Edit/Delete

• From the list of your beneficiaries you can click edit to amend the details, or click delete to delete the beneficiary.
• Click Add New Beneficiary.
• Enter the Beneficiary Name and Contact Details.
• Click Save.
• Click Back to return to the list of beneficiaries.

How to Add an Account for a Payee

• Click the Plus Sign to add a new account.
• Enter an Account Nickname.
• Enter the Account or IBAN number.
• The Active check box is checked by default. If you do not wish the account to appear in the list when you make a payment un-check the box.
• BIC: Click to search for the bank.
• Bank Type: Before you can use the search, you must select the bank type. Same Bank, Other Banks or International Banks.
  • In the search criteria you must enter the first three characters/digits.
  • Click Search your selected criteria will be retrieved by the system.
  • From the list retrieved, click Select on the bank your require. The details will be automatically entered on the account.
• Click Save to save your changes.
• To delete an account click the delete Icon and then click Save.