Enabling bank accounts process for WX

To make the Bank Accounts process available for WX:

  1. Select the Policies tab.

  2. On the Policies Home page select the Policy where you want to enable the Bank Accounts process.

  3. On the Policy page select Edit.

    4. Option Description
    Bank Accounts is Active

    Checkbox. If checked, the Bank Accounts process is active and can be enabled for WX users.

  4. Select Save.