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 Two-Factor Authentication (2FA)
• Setting Up Roles and Permissions
• Setting Default Department, Class, and Location Values
• Frequently Asked Questions about Payment Automation

General Notices