Setting Email Preference
Set the default email address to receive notifications from the Payment Automation SuiteApp. Multiple email addresses should be separated by a comma.
In a multi-subsidiary setup, for each subsidiary, email preferences needs to be setup.
To set the email preference:
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Go to SuiteBanking > Setup > Preferences > View.
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Click New Account Preference.
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In the Email Notification Recipients field, enter the email address to which the notifications will be sent.
Note:If this field is not set, email notifications will be sent to the user who submitted the HSBC application.
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Click Save.
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 up a Custom Role to Make Money Transfers
- Frequently Asked Questions about Payment Automation
Setting Default Bank Fees Account
The recording of transaction fees has been automated. This automation will save more time, allowing you to focus on other important tasks.
To automate recording of bank fees:
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Go to SuiteBanking > Setup > Preferences > View Preference record > New Account Preference.
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In the Bank Fees Expense Account list, select a default expense account.
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Click Save.
A journal is auto-created when HSBC confirms posting of the monthly invoice payment, typically every 21st of the month or the next business day.
If Journal Entry Approval Routing is enabled, the journal is routed for approval. The journal is posted only after approval. For more information, see Auto-Funding and Money Transfers Journal Entry Statuses.
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 up a Custom Role to Make Money Transfers
- Frequently Asked Questions about Payment Automation