Change Requests are vital to managing and updating your account information within the Payrix Portal. The term “Change Requests” refers to an entity adding or updating their bank account information. This entity must submit relevant documentation to support the validity of its new bank account information.
As this process requires manual review from a Payrix or Facilitator-level risk analyst, it cannot be instantly approved, so submissions made to add or change a bank account have been compiled into a set of easy-to-use Portal pages for each level of user to keep track or take action on their bank account change requests.
Automation of “manual” review for approval is anticipated to be integrated in early 2024.
This guide will provide an overview of Change Requests, their importance, and how they impact different user levels.
...