How to configure aliases for reporting and ordering accounts

Document ID: 1088
Modified: 11/10/2021
 
 

Why use aliases?

  • When an ordering account alias is configured, you will be able to search on the configured alias when creating a payment.



  • When a reporting account alias is configured, the alias will be shown instead of the account holder in the account information overview (which is configured by the bank).



How to?

Important: Aliases must be configured for both ordering and reporting accounts. They are configured separately, meaning an alias configured in the tab Account info is not always available when creating a new payment and vice versa.

  • For reporting accounts: Select Account Info tab > Aliases For accounts, from the left navigation menu.
  • For ordering accounts: Select Transactions tab > Aliases For accounts, from the left navigation menu.

 

Troubleshooting

  • In case your alias is not shown while consulting Account information, verify that the option "View aliases instead of account holder names" in the Preferences > Account info is enabled.
How to configure aliases for reporting and ordering accounts
1088
11/10/2021