added
Launching counterparty account approval
5 months ago by Pierre Guilhou
[2023-11-29] Users can now approve counterparty accounts before they can be used to create payment orders, expected payments, or direct debit mandates in the Numeral dashboard.
Counterparty accounts can be approved in the dashboard and the API:
A new Approve counterparty accounts user permission has been added and assigned to the Admin, Manager, and Approver user roles.
Counterparty approval is disabled by default. To activate counterparty account approval, please contact us at [email protected].