How do I add a biller or a beneficiary online?

To add a new beneficiary to your payment list, verify that you have :

The View, Manage and Sign permissions associated with suppliers and recipients.

To add a public service supplier to our list :

Sign in to online banking for business.
In the left menu under Transfer of funds, click Manage beneficiaries.
Click Add biller/beneficiary.
Select Service supplier from the dropdown list.
Search for the supplier by using single keywords, then click Apply criteria. Note that if you enter more than one keyword for the search, only suppliers whose names contain all the words will appear.
Click Add to the right of the supplier you want to add.
Enter your Identification number and Supplier description, followed by your invoice’s Reference number according to the requested specifications.
Click Continue, then click Confirm.

To add another supplier that is not in our list, you must have their banking information on hand. Then follow these steps :

Sign in to online banking for business.
In the left menu under Transfer of funds, click Manage beneficiaries.
Click Add biller/beneficiary.
Select Other biller from the dropdown list.
Enter the provider’s banking information
Click Continue, then click Confirm.

To view, modify or delete a provider :

Sign in to online banking for business.
In the left menu under Transfer of funds, click Manage beneficiaries.
Click Add biller/beneficiary.
Search for the provider in the list using the dropdown menu or the search option.
- To view the provider’s information, click on their name.
- To make changes to the supplier, click Edit to the right of their name.
- To delete the supplier, click Delete to the right of their name.
Review your information, then click Confirm.

For more guidance, view our demo to add a biller or beneficiary.

Good to know

To prevent fraud, we're strengthening your security.

We set up a 24-hour delay period before you can make a transaction after adding or modifying a biller. This only applies if your company requires one approval for this type of transaction.

Banking information

A supplier’s banking information can be found on their void cheque. Special characters are not accepted. You only need to provide the contact information and address if you want to send a payment notification to the supplier.

When modifying a supplier

If payments are post-dated or pending a signature, you will be able to specify whether or not the current change should be applied to the pending payments at the time of the final signature.

When deleting a supplier

If payments are post-dated or pending a signature, you will not be able to delete the supplier. You will need to delete the payments first.

Status To sign

If your business requires more than one authorization level, the status of the transaction remains To sign. Therefore, no payment will be possible to this supplier.