Set up organisation payment methods

Record the organisation’s own bank transfer or mobile money accounts under My Organisation → Edit Organisation Profile → Organisation payment methods.

What this is

Organisation payment methods holds bank accounts owned by the employer and mobile money accounts registered to it. Each route has its own account details, payment currency and primary selection. The separate Banks screen maintains a bank-and-branch directory. Employee payment routes are set on each employee’s Payment & Banking form.

When to use it

Use this when setting up or changing an employer payment account, or when reviewing which route is primary. Use Add or update employee payment details for a worker’s own receiving account.

Before you begin

• Confirm the selected organisation and use its authorised account records.
• Have the account holder, account number or registered mobile number, currency, and bank or provider details available.
• Confirm which of the organisation’s routes should be primary.

Product navigation

Open My Organisation, select Edit Organisation Profile, and find Organisation payment methods. The same section is available during full organisation registration. Open Banks only to maintain directory entries.

Steps

1. Open the organisation profile

   Confirm the organisation, then open Organisation payment methods in Edit Organisation Profile.

2. Add an employer payment route

   Select Add bank account or Add mobile money account. Enter the account holder and payment currency. For a bank route, complete the bank, branch and account number. For mobile money, enter the registered number and provider if known; the provider is not inferred from the number.

3. Review the primary route

   Review the routes and mark the intended one as primary. Check the form’s validation, including required route details and the limit on the number of routes.

4. Save and verify

   Save the organisation profile, reopen it and confirm the routes and primary selection were retained.

What to check

The route belongs to the selected organisation, its account holder and currency match the approved record, and the intended route is primary. Review employee payment routes separately.

Important boundaries

Bank and account information is sensitive financial data. Paydae stores the details entered; saving does not verify account ownership or execute a payment. A bank export may require an eligible organisation bank account in the payment currency. Confirm payment approval and the bank-file process separately.

Common problems

Related guides

Related guideAdd or update employee payment detailsRelated guideAdd an employeeRelated guideReview organisation settingsRelated guideOrganisation readiness blockers