Setting up a Custom Role to Make Money Transfers
In addition to the AP Payment Clerk, AP Payment Manager, and the Administrator role, you can set up a custom role to be able to initiate Money transfers. Use the permissions listed in the following table to set up your custom role.
Group |
Permission |
Level |
---|---|---|
Transactions |
Make Journal Entry |
Create |
System Journal |
View |
|
Find Transaction |
View |
|
Lists |
Accounts |
View |
Setup |
Custom Lists |
View |
Custom Record |
CSI Credentials |
View |
HSBC Customer Information |
View |
|
Payment Audit Trail |
View |
|
Auto-Funding Information |
Full |
Related Topics
- Setting Up Payment Automation
- Installing the Payment Automation SuiteApp
- Applying for an HSBC Online Account
- Generating Payment Tokens
- Auto-Funding
- Vendors
- Setting Up Vendor Payment Approval Routing
- Setting Up Batch Approval Routing
- Setting Up Two-Factor Authentication (2FA)
- Setting Up Roles and Permissions
- Setting Default Department, Class, and Location Values
- Setting Email Preference
- Setting Default Bank Fees Account
- Frequently Asked Questions about Payment Automation