Accounting Banking Payment Automation SuiteApp Setting Up Payment Automation Setting Up Payment Automation To set up Payment Automation, follow the instructions in the following sections: Installing the Payment Automation SuiteApp License Validation Multi-Subsidiary Support Applying for an HSBC Online Account Generating Payment Tokens Setting Up Auto-Funding Setting Up Vendors Setting Up Vendor Payment Approval Routing Setting Up Batch Approval Routing Setting Up Two-Factor Authentication (2FA) Setting Up Roles and Permissions Setting up a Custom Role to Make Money Transfers Setting Default Department, Class, and Location Values Setting Email Preference Setting Default Bank Fees Account Related Topics Payment Automation SuiteApp Overview Making Money Transfers Processing Payments Statements and Reconciliation Frequently Asked Questions about Payment Automation General Notices