• 20/10/2026
  • 2 minutes to read

Excluding unverified bank accounts in suggested payments

When you enable Use Bank Account Verification on the Security Setup page, you can configure Continia Banking to skip unverified bank accounts when suggesting payments. This helps prevent payments to bank accounts that haven't been verified, reducing 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:

  • Bank account verification must be enabled on the Security Setup page. For more information, see Verifying bank accounts in Continia Banking.
  • 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 Bank Acc. tile in the Role Center.

Verifying bank accounts in Continia Banking
Understanding bank account verification