How to authenticate with Natwest Bank online in ApprovalMax Pay
To start the Authenticate with NatWest feature, you'll need to enable third-party provider payment privileges for the team members (users in Bankline) who will be making payments via ApprovalMax Pay. Here’s a step-by-step guide to help you through the process.
Create a new role with third-party payment privileges
1. In the Administration menu, select "Manage roles" and click on Create role located to the right:
2. On the Create Role screen, enter a unique name and a brief description (for example, TTP Privileges Open Banking):
3. Next, scroll down to the bottom and use the drop-down menu to find privileges by category. Select "Third Party Provider consents" and click on Save & go:
4. On the following screen, activate all available boxes and click on Save & go:
5. On the next screen, also tick all boxes. Then change the privileges type in the drop-down menu to "Third Party Provider payments" and click on Save & Go:
6. Double-check and click on Continue to proceed:
7. Select the accounts you want to use for payments via ApprovalMax Pay and click on Continue.
8. Finally, on the next screen, click on Confirm new role to finish the setup:
Assign this role to users who will be initiating payments in ApprovalMax Pay
1. Open Manage Users and select the user you want to assign this role to.
2. In the Edit User menu, scroll down to the bottom and click on Edit roles.
3. On the Edit Roles screen, find the new role you created and click on Continue.
4. Click on Confirm changes in the bottom-right corner of the next screen.
5. You'll then be prompted to authenticate your changes using your smart card. Click on Authenticating the action with your Smartcard to complete the Smartcard authorisation process.
Related Articles
Banks supported by ApprovalMax Pay
ApprovalMax Pay uses open banking technology which allows secure access to banking data via APIs and, currently, enables payments within the UK. For now, the following banks are supported: Allied Irish Bank Allied Irish Bank Business Bank of Ireland ...How can I purchase the add-on ApprovalMax Pay?
ApprovalMax Pay is now available for purchase for Xero-connected Organisations. Stripe-billed/ 2Checkout subscriptions and the GBP currency are supported. This is how you purchase ApprovalMax Pay: Go to Billing & Subscriptions under your avatar: If ...How to add a Bank Account in QuickBooks Online and assign it to a Payment Method in Dext
You need to specify a valid Bank Account under the Payment Methods in Dext if you want your cost items to go through a predefined Expense Approval process in ApprovalMax. This is how it works: Create a Bank Account in QuickBooks Online (or make sure ...How to add a bank account in Xero
When creating an Airwallex Batch Payment, it is mandatory to specify the Xero bank account to be used. If you need to create a bank account in Xero, you can refer to this article for instructions. Create a bank account in Xero: Find your account in ...What is a Bank Account in ApprovalMax Pay?
A bank account is a financial account maintained by a bank or other financial institution that allows companies to make payments, manage payrolls, receive revenues, and conduct various financial transactions necessary for their operations. To enable ...