The Administrator screen allows users with administrative permissions to manage organisation-wide Bacs Direct settings. From a single location, you can configure approval requirements, manage email notifications and control how bank account information is displayed throughout Bacs Direct.
đNote: Only users with the Can Administer permission can access the Administrator screen. If your organisation belongs to an organisation group, any changes made only apply to the currently selected client.
Configure approval requirements
Click the Direct Debits tab on the left-hand side.
From the main menu, select Bacs Direct and click Administrator.
Select the Permissions tab.
Locate the Approver Count setting.
Select the number of approvers required and click Save.
You can require between zero and five approvers. The number selected cannot exceed the number of users who have the Can Approve permission.
đNote: Changes to approval requirements only apply to newly submitted files. Files already progressing through an approval workflow continue to use the approval requirements that were in place when they entered the workflow.
Manage email notifications
Select the Email Notifications tab.
Click Add Recipient.
Enter the recipient's email address and select the required notification types.
Click Add Recipient.
Notification types include:
Bank Export - Sent when a file moves from Exporting to Bank to Bank Export Complete or Bank Export Failed.
Disbursal - Sent when a new disbursal is processed.
Incoming Bacs File - Sent when a new incoming Bacs file is received.
Outgoing File Submission - Sent when a file is submitted and moves to Exporting to Bank status.
To update a recipient's notification preferences, select the Edit pencil icon.
To remove a recipient, select the Delete bin icon.
đNote: Recipients can be subscribed to multiple notification types.
Hide bank details
Select the Settings tab.
Select the Obfuscate Bank Details tick box and click Save.
When enabled, sort codes and account numbers are partially masked throughout Bacs Direct, including:
File Lines
XLSX exports
PDF exports
Incoming Files HTML reports
Incoming Files PDF downloads
Disbursal transaction information
đNote: Bank account details contained within raw XML downloads are not obfuscated.