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Accredo export and finance system identifiers - Product News

Keep each applicant's Accredo Bank Account Number and Microsoft Nav Vendor ID, and export an approved payment batch as an Accredo import file.

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  • Finance system identifiers. An applicant record's Details tab has a Finance system identifiers section after Bank account, holding the applicant's Accredo Bank Account Number and Microsoft Nav Vendor ID. Administrators who can edit the applicant select Edit to change them; anyone without full access sees only the Accredo number's last three characters, and applicants never see either. See Accredo.
  • Export for Accredo. Once Backed has arranged Accredo for your organisation, an approved or paid payment batch shows Export for Accredo beside Export. It downloads an Accredo import file straight away and names any payment it left out for want of an Accredo Bank Account Number. Each export is listed in Integration logs. Ask Backed support to arrange Accredo. See Exports and bank files.