Service accounts are used to direct transactions on accounts through Accounts. For instance, a counter account can be used on the transaction schemes to direct incoming and outgoing payments to and from Accounts. Alternatively, an error account is used as a fallback account in case a transaction cannot be completed in the happy flow (e.g. an account cannot be found, or is closed).
Service accounts are the only accounts that are possible to create through the UI in the Configuration Portal. That means, only accounts for products that:
- Either have the service behavior “counter account” or “error account”
- Are of feature type CashAccount
- Is published
Choose from the product templates that have service behavior “counter account” or “error account”.
Provide an alphanumeric account number
Denotes the main currency of the account.
Tax exempt state
Is used to indicate what whether tax is paid on the product. This does not have effect on the way °neo Accounts works. Overwrites the value that is specified on the product template
Denotes whether any fees are added to the account or to a linked account. Overwrites the value that is specified on the product template.
External portfolio id
Used as additional identifier to “link” the account to an external account.
Open sub accounts
Select the department for which to create the account.
Select the unit for which to create the account
Updated 5 months ago