How do I add customers to the Cintra Cloud Bank Portal?

You can configure how payments are processed for each customer. This means you can set up different payment options for salaries, HMRC, and Third Parties.

Before you begin: Make sure you have a Bureau Manager login for Cintra Cloud.

1. Go to the Organizations page. Click this link to access it directly: https://cintra.cloud/bureau/organisations
   
   
2. Find the customer you want to configure. Look for the customer on the list and click the cog icon to the right of their row.
   
   
3. Choose who manages BACS payments (Customer). A pop-up window titled "Organisation settings" will appear. If the customer prefers to manage their own BACS payments, select "Customer" next to "Who processes the BACS payment?"
   
   
4. Choose who manages BACS payments for you (Bureau). If you want to process payments on the customer's behalf, select "Bureau." This will reveal three new options for Salary, HMRC, and Third Party payments.
   
   
   
   

5. Decide where BACS files are created (Bureau selected only). For each category (Salary, HMRC, Third Party), choose where the BACS files should be created:
   
   

   • Cintra Cloud: Select this option if you want the files to appear in your Cintra Cloud Bank portal.

   • Cintra IQ: If you would like to create the files in Cintra IQ.

6. Click the "Save" button to save your settings.

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