Show menu Show search

Welcome to Bottomline Customer Support

Search frequently asked questions

Ask your question by entering it here, or choose from the list of frequently asked questions below.

How to automate a submission

Automating Submissions

If you are an Indirect or CSM customer you have the ability to use the Auto Submit functionality.

This can be used alongside the Auto Approve function which applies to any customer using PT-X

 

Auto Submit / Commit Indirect

  1. Login to PT-X with an account who is an administrator
  2. Navigate to the Settings Menu
  3. Click Payment Profiles
  4. Click view next to the Payment Profile you wish to auto submit
  5. On the right hand side you have the option to tick Automatically commit Payments
  6. Click Save Changes
  7. The next time a batch is approved PT-X will commit the file automatically and submit to BACS during the next available PT-X submission.

 

Auto Submit CSM

  1. Login to PT-X with an account who is an administrator
  2. Navigate to the Settings Menu
  3. Click Payment Profiles
  4. Click view next to the Payment Profile you wish to auto submit
  5. Your Submission signing method must be set to HSM
  6. An HSM Certificate must be selected
  7. If both points 5. And 6. are set you will see the option to tick Automatically send payments
  8. Click Save Changes
  9. The next time a batch is approved PT-X will use the HSM certificate to automatically submit to BACS

 

Did this answer your question?

Your feedback will help us to keep improving this website.

Yes: No: