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Background:
By connecting your Financio account with DBS, you'll be able to issue payments to suppliers directly from Financio.
Benefits:
- Save Time: We've eliminated the need of switching back and forth between your accounting software and online banking portal to issue out payment instructions. After all, why should you re-enter the same info on two platforms when you can have that automated.
- Reduce Potential Entry Errors: By managing your payments and accounting on the same platform, you'll be able to significantly reduce the risk of an entry error on either end. Now you'll only need to ensure the accuracy of information recorded in your bills.
Resources:
How to Connect:
Step 1:
- Click on Control Panel > Integrated Apps
- Select Banks and hit Connect
Step 2:
You'll be redirected to the DBS authorization page where you'll be required to provide the following:
- Organisation ID
- User ID
- PIN
- Security Access Code
*Do ensure that the page URL begins with https://ideal.dbs.com/
Step 3:
Upon authorizing the connection, you'll be redirected back to Financio for the final step.
In the pop-up, simply select the correct bank account as created in Financio to be matched with your actual DBS Bank Account.
View the video tutorial here.
How to issue payments with DBS Fast Payments
Steps:
- Go to Purchases > List
- Click VIEW on the bill you’d like to process payments for and select Payment via DBS Fast
- Lastly, confirm the transaction type as well as the banking details before hitting Pay.
View the video tutorial here.
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