Service accounts
Introduction
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).
Configure a service account
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
Name | Description |
---|---|
Product template | Choose from the product templates that have service behavior “counter account” or “error account”. |
Account number | Provide an alphanumeric account number |
Currency | 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 |
Fee handling | 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 | See how to set up multi-currency products . |
Department | Select the department for which to create the account. |
Unit | Select the unit for which to create the account |
Updated 3 days ago