BFS Version: 2.02
Table of Contents
Autogiro in BFS
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This ticket contains information about.:
Bank Account - the customer's external bank account (Mandate).
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- Go to the customer's Account Overview
- On the tab Overview, section Positions, an overview of the customer´s assets is are shown.
- Use the Trade button to choose the Fund the customer wants to sell.
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Periodicity – BFS supports one-time payment.
Size type – how the sell is made.
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Batch jobs - is set up along with the autogiro functionality in BFS.
As default, it is scheduled to be triggered at 04:00 if nothing else has been decided.
Create automatic payments manually
In Bricknode Broker we have an automatic batch job that creates autogiro payments. The job is scheduled in the morning but some of our customers would like to run the job at other times. We have therefore added the possibility for back-office administrators to trigger this job manually via the back office interface.
Navigate to Order > Autogiro > Deposits to run the job via a button.
List and filter autogiro orders
Lists all autogiro orders in BFS, both Autogiro Out and Autogiro In. External orders via Autogiro In means that money is inserted into a BFS account via autogiro.
While external orders via Autogiro Out referrs refers to that money are drawn via autogiro.
Read more how to filter autogiro order in the article /wiki/spaces/KB/pages/79069315.
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