Users can upload multiple Third Party Beneficiary details and bank accounts by clicking the ‘Upload from Excel’ option from the Beneficiaries tab and selecting Upload from Excel.


Requires user role ‘User can add Third Party Beneficiary bank accounts.’

Requires user role ‘User can upload beneficiary lists from Excel.’




Users can complete a row with the details of each beneficiaries, save the sheet and then upload to the template to Monex Pay via the Upload from Excel page.




Monex Pay will check the template for any missing or invalid fields and notify the user.



Once a valid file is uploaded the Third-Party Beneficiaries and Accounts will be saved and available 
for selection when instructing a payment via Monex Pay.



Viewing and Editing Third-Party Beneficiary and Bank Details


Users can view their stored accounts at any time by clicking the Beneficiaries tab Then Third-Party Recipients.



For editing Third-Party beneficiary details, the user clicks the beneficiary name and either the ‘Edit beneficiary’ button or selecting on the relevant bank account name, then the ‘Edit Bank Account Details’ button.




MONEX PAY SUPPORT

Tel: +44 (0) 203 650 6400        Email: support@monexpay.com