Accessing Your Organization
This web platform allows you to manage your organization’s payments, payees, members, and banking operations in one centralized place - from creating a payment to tracking its delivery and printing.
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Last Update a year ago
1. Log in to your account and open the Organizations page.
- If you’re new, you can create a new organization by clicking the Create Organization button and filling in the required details.
2. Select your organization by clicking on its card to open the dashboard.
- The dashboard is your central control panel for all organization activities and resources.
3. From the dashboard, you can access the following sections:
My Payments > View and track payment cards assigned specifically to you. This is your personal payment workspace.
My Payees > View and manage only the payees assigned to you, including their contact and other details.
Banks > View and manage the organization’s bank accounts. Here you can also design and customize e-check templates for each bank, including adding logos, signatures, or QR codes.
Payments > View, create, edit, and manage all payments across the organization. This section is accessible based on your role and permissions.
Payees > View, create, and manage all payees in the organization, update their information, and change their status between requested and active.
Members > View the full user list, add new members, edit their roles, and assign specific access permissions to control their capabilities in the system.
API & Settings > Configure system integrations, control printing limits, and customize email templates for payment notifications, organization invites, and other communications.
The dashboard is designed to give you quick access to every essential feature so you can efficiently manage your organization’s financial operations from a single location.