Setting Up Payment Automation

To set up Payment Automation, follow the instructions in the following sections:

• Installing the Payment Automation SuiteApp

• Applying for an HSBC Online Account

• Generating Payment Tokens

• Setting Up Auto-Funding

• Setting Up Vendors

• (Optional) Setting Up 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

Related Topics

Payment Automation SuiteApp

Overview

Making Money Transfers

Processing Payments

Statements and Reconciliation

Frequently Asked Questions about Payment Automation

General Notices