I. Setting admin rules for Receive Money from External

1. Companies can set up different admin rules for different regions and stores for easy management. Rule owners can view receipt records of members within the usage scope and initiate refunds.
2. Steps:
From mobile: Tap “Workspace” -> “Receive Money from External” -> the three dots in the upper-right corner -> “Set admin rule”

From the admin console: Click “App Management” -> “Receive Money from External” -> “Setting” under “Permissions” to set admin rules.

II. Setting up the usage scope of merchant accounts

1. Companies can set up different usage scope of their merchant accounts for different regions and stores for easy reconciliation.
2. Steps:
Mobile App: [Workspace -> External Payment Collection -> Account Management -> Click on the corresponding merchant account name -> Account Details -> Scope of Use]. The usage scope for the recipient account supports quick configuration via paths such as management rules, Contacts departments, etc.

From the admin console: In “App Management” -> “Receive Money from External” -> “Payee’s Account Management”, you can set up the usage scope of each receiving account by admin rule, corporate directory structure, etc.

III. Set available scope and admin permissions

You can set the available scope and admin permissions through the app or admin console.

IV. Adjusting the refund process

1. Members may initiate refund by default. A member refund approval process can be set up for fund security concerns.

2. Steps:
In “Workspace” -> “Receive Money from External” -> the three dots in the upper-right corner -> “Configure Member Permissions” from mobile.

or in “App Management” -> “Receive Money from External” -> “Member Permissions” -> “Approval Required for Member’s Refund” from the admin console,

admins enable the option by selecting “Approval Required for Member’s Refund”, and then members are required to submit refund requests to admins or app owners for approval.

3. To change any approver or approval rule, admins need to log in to the admin console and change it in “Approvals” -> “Approval Template” -> “Refund to Customer”.

V. Enabling “Remind me when a member receives a payment”

1. By enabling “Remind me when a member receives a payment”, you will be kept abreast of payment activities.
2. Steps:
Tap “Workspace” -> “Receive Money from External” -> the three dots in the upper-right corner -> “Configure Member Permissions” and enable “Remind me when a member receives a payment” from mobile.

VI. Enabling/Disabling “Members can add receiving accounts”

This option is enabled by default. Once it is disabled, only admins and app owners can add receiving accounts, and members are not allowed.
From mobile: “Workspace” -> “Receive Money from External” -> the three dots in the upper-right corner -> “Configure Member Permissions” -> “Members can add receiving accounts”.

From the admin console: “App Management” -> “Receive Money from External” -> “Member Permissions” -> “Members can add receiving accounts”.