How do I add customers to do the BACS payments for Salary/HMRC/Third party on 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 Organisations 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. Select Payment settings.

4. Choose who manages BACS payments. A pop-up window titled "BACS Payment settings" will appear. 

   1. If you want to enable BACS payments to be processed by the Bureau, activate the toggle under the ‘Processed by Bureau’ column. You can do this for each payroll listed as well as for the HMRC and Third party payments.

      1. When the toggle is activated, the start date will be auto-populated, but this can be changed to any date after the populated one. 

      2. You can also put the end date if you know that the BACS payment is being processed for a specific period only. Otherwise, leave the end date empty for any ongoing payments.

      3. 

   2. If the customer prefers to manage their own BACS payments, do not activate any toggles under the ‘Processed by Bureau’ column for HMRC, Third party, or any payrolls listed.
      

5. You can see previous active BACS periods under the history:

6. You can enable auto-authorisation for liability payments.  For HMRC or Third Party payments, when you activate the toggle for BACS to be ‘Processed by Bureau’, you can also activate Auto Authorisation. This means that the client will not be required to authorise payment for those liabilities as it will be system-authorised as soon as the payment run is closed on Cintra iQ. 

Note: Auto Authorisation is not available for Salary payments.

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