Accounts

This window shows the accounts that this bank generally offers. As with the Order types, there may be deviations in the bank server that apply to you as a subscriber of the bank. The settings for the subscriber have priority and are displayed on the Permissions tab.

All information on this page was provided by the bank server, including the account description. You cannot change anything on this page. If you need additional information in BL Banking, such as other account holders, originators, or an alternative account name, you can edit the properties in the perspective Payments – Accounts.

If required accounts are not available, contact the bank. In exceptional cases, accounts are not transferred via the HTD file. Then, you have to create them in BL Banking, see New account, and you also assign the user permissions to the account in BL Banking. Self-created accounts are not displayed in the user profile.

Figure: Display of accounts in the user profile