Managing Payment Accounts
To manage TPA payment accounts:
- Navigate to the TPA Project Settings Page
Select TPA Project Settings from the Tools menu at the top of any page.
- From the Early Payment Project Settings page, select the Manage Payment Accounts button.
Note: You will be required to use your verification phone number for Two-Factor Authentication (2FA) to make bank account changes.
- To add new payment account:
- Select the Add Account. button.
- Enter the required fields: Account Name, Bank Name, Routing Number, Account Number, and bank Country.
- Select Save.
- To edit an existing account:
- Select the Edit icon next to the account name you want to modify.
- Make your changes and select Save.
Tips
- Use the filter row and the top of table to quickly find a specific account.
- Use the TPA Project Settings button to navigate back the Early Payment ProgramTextura Payment Accelerator Program Project Settings page.
Last Published Wednesday, July 10, 2024