Watch: verifying bank details
Swipe the screen to move between steps.
Where to find it
There is no separate list of accounts to check. Open Payouts, select any payout for the technician and find Technician bank account on the page. The payout screen in the app has the same panel.
Approving or rejecting needs the payout management permission, which accountants and Super Admins have.
Account statuses
- Not set up: the technician hasn't added bank details yet.
- Awaiting review: the details are saved, but nobody has checked them.
- Verified: checked and approved by the office.
- Rejected: the technician has to enter the details again.
- Action needed: payments are paused because a transfer to this account was returned.
Check and decide
- Call or meet the technician and read back the IBAN and the account holder's name.
- If they match, select Approve details and confirm.
- If anything is wrong, select Reject details and confirm. The technician is asked to enter the details again in the app.
Approve only after you have confirmed the IBAN and name with the technician. Money sent to a wrong IBAN can't be recovered.
When details change
Whenever a technician saves new bank details, the account goes back to Awaiting review, even if it was verified before. This stops a payout from being sent to an account nobody has checked. Every save, approval and rejection is recorded in the audit log.
Tips
- Use Copy IBAN to paste the number into your bank instead of retyping it.
- Check new details before you pay, so an account awaiting review doesn't hold up the technician's money.
Frequently asked questions
- Where is the list of accounts waiting for review?
- There isn't one. Bank details are checked from the technician's payouts, which is where you need them.
- Can I record a payment to an account that isn't verified?
- The portal lets you record a bank transfer, but the panel warns you that the details haven't been checked. Confirm them with the technician before you send money.
- The technician says the details are right, but the panel says Rejected. What now?
- Ask them to enter the details again in the app. Saving sends them back to Awaiting review, and you can approve them.
Still stuck?
Our team can look at your request or account with you.