Wallet
- Who can start the process to open a Wallet account?
- How can I request a change of person in charge if I’ve already started the account opening process?
- What’s the difference between a Legal Representative and an Authorized Signatory?
- How can I open a Wallet account as a company?
- How can I open a Wallet account as an association or charity?
- How can I open a Wallet account as a joint ownership?
- What documents will I need to complete the process?
- What should I do if I’m asked to provide more documentation to open my account?
- I’ve already created my Wallet account, what’s next?
- How can I grant access to manage the Finance tools?
- What does it mean when my Wallet account opening process is “Pending verification”?
- What can I do in Wallet?
How can I grant access to manage the Finance tools?
As the account holder, you now have full control to start operating and decide who else in your company can manage the different Finance tools.
When you access Wallet for the first time, a pop-up window will appear to help you with your first steps. This window offers two shortcuts to the most important actions to get started:
- Grant access. Allows you to delegate the day-to-day management of finances.
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Add funds. Lets you top up your Wallet balance to start using your cards and other features.
⚠️The access you assign from this window is only for general Wallet management. To grant specific access to other tools such as Expense control or Flexible remuneration, you’ll need to go to the configuration section of each module.