3 Accounts

An account has one or more owners, who manage the account, and has one or more revenue centers assigned to it. The user who creates the account automatically becomes the first owner. Each virtual account is linked to one or more revenue centers, this is done to group revenue centers that need to be paid out together for the transactions they process. Each virtual account is linked to a bank account that is verified under that account holder. Meaning, direct payouts from this account are linked to the bank account. Multiple accounts under an account holder can link to the same bank account. To add bank account information, see Verify an Account Holder and if you need to update an existing bank account, follow the same instructions but click Update Verification instead.

When an account holder is added, its first account is created in the process. After the account holder is verified, the accounts module becomes accessible. Additional accounts can then be added to the account holder.

You can access accounts from the accounts module or the account holders module.

• Add an Account
  Add another virtual account to an account holder.
• Assign a Default Account
  Choose the default account for an account holder.
• Assign an Account Owner
  Define which users can manage the account.
• Unassign an Account Owner
  Remove a user as an account owner.
• Assign Revenue Centers to an Account
  Link revenue centers to an account so that funds are routed to the correct bank account.
• Reassign Revenue Center
  
• Guest Check Card Statement Descriptors
  Edit the business name on the guest card statement.
• Close Account
  Close out an account no longer in use.