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