Manuals for Access Online

Create an authorisation policy and specify which users are authorised to approve payments and changes.

Add a user and specify which roles, permissions and access this user will have.

Change users, roles, access profiles and authorisation policies, and have the changes approved.

Set up users, roles, access profiles and authorisation policies step by step. 

Choose roles and permissions that are appropriate for your users’ tasks.

Check why a new account isn’t visible and what steps you can take to resolve this.

Create access profiles and specify which accounts and features users are permitted to use.

Check and approve changes to users, roles, access profiles and authorisation policies.

Check a batch right away after importing it or after you’ve sent a payment file.

Check that a payment file meets the agreed standards before uploading it to avoid rejection.

Delete payment orders or change the execution date of an accepted payment file.

Delete or edit a credit transfer and find out when you can only delete it.

Group credit transfers so you can approve, release and track larger numbers more quickly.

Upload SEPA and non-SEPA files on a single screen and approve submitted batches in the Task List.

Create and approve a SEPA transfer batch yourself.

Check the status of your payments and track the progress of each one.

Download invoices and itemised statements for your records.

Generate and download reports, find orders and create account statements.