As a Service Agency/financial manager, how do I add a new Customer/Client?


You should do this under ‘Settings’ on the E-banking platform. There your company admin should select ‘Clients’, after which a green button saying ‘Add Client’ will come up. Press it and enter the company name.

Find your new client on your client list and press on the client, where you should enter the corporate registration number under the company name and configure the account number in the same way as above.  

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