Direct Banking

Direct banking manager rolecenter

Owned by idyn | Support team
Last updated: Jun 20, 2023
1 min read

Throughout this user manual, we assume you are logged in with the Direct Banking Manager Role.

On the Direct Banking Manager Role Centre you will find a large set of tiles, providing you with information on for example the number of new transactions per company, CBG Statement Overview, Direct Banking – Insights. From the Accountant Role you can easily start making new bank accounts, monitor Direct Banking Payments and all other Direct Banking related tasks.

From an operational perspective the Accountant Role is more suitable for the user to handle the daily recurring banking tasks.

 

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