• 28/10/2026
  • 3 minutter at læse

Excluding unverified bank accounts in suggested payments

When you enable Use Bank Account Verification on the Security Setup page, you can set up Continia Banking to skip unverified bank accounts when it suggests payments. This helps prevent payments to bank accounts that haven't been verified and reduces the risk of errors or unauthorized transfers.

Continia Banking skips a payment entry when all of the following conditions are met:

  • The Exclude Unverified Bank Accounts toggle is enabled on the Suggest Vendor Payments, Suggest Customer Payments, or Suggest Employee Payments page.
  • A recipient bank account exists.
  • The recipient bank account is not verified.
  • The payment method is Account Transfer.

For a conceptual introduction to bank account verification, see Understanding bank account verification.

Requirements

  • On the Security Setup page, bank account verification must be enabled. Alternatively, go the Banking Export Setup page and on the Bank Account Verification FastTab, enable Use Bank Account Verification.
  • Users must have access to the Suggest Vendor Payments, Suggest Customer Payments, or Suggest Employee Payments page.
  • Users must have the CTS CB EXPORT EDIT permission set.

To exclude unverified bank accounts from suggested payments

To skip unverified bank accounts when suggesting payments:

  1. Search () for and select Payment Suggestions.
  2. Depending on the type of payment, on the action bar, click Suggest Vendor Payments, Suggest Customer Payments, or Suggest Employee Payments.
  3. On the Suggest Vendor Payments, Suggest Customer Payments, or Suggest Employee Payments page, enable the Exclude Unverified Bank Accounts toggle.

To monitor bank accounts that require verification, use the Unverified Accounts tile in the Role Center.

Verifying bank accounts in Continia Banking
Understanding bank account verification