FAQs
Answers to your most common questions.
Payments
- How do I register the security certificates for Gemalto?
- How do I activate and set up a new smart card?
- How do I add / edit a Service User Number (SUN) in PTX?
- How do I authenticate with the Bacs Payment Services Website? I keep on getting an error saying "Unable to authenticate".
- How do I automate a submission?
- How do I check that my smart card has been setup correctly by my Bank?
Multi-Factor Authentication (MFA)
- How do API & PTX Drive users manage MFA?
- How do I Delete a User with an Error Occurred During Multi Type Save?
- How do I enable the enhanced security login process for PT-X (Multi Factor Authentication)
- How do I get the mobile phone app to work? I get an error message invalid verification code
- How do I reinstall or reset the MFA Mobile App?
- How do I source the ‘key fob’ tokens?
Managing your Account
- How do I reset my password?
- How do I add/remove email notifications?
- How do I change the originating bank account details?
- How do I change the Transmission type and what do they mean?
- How do I contact Bottomline?
- How do I delete/remove an existing user?
Drive
- How do I enable a duplicate filename check?
- How do I find the PTX Drive Installation Guide?
- How do I upgrade PTX Drive?
- How can I find out which version of PTX Drive I am on?
- How do I migrate the Encryption and Drive service?
- How do I reset the password for the PTX drive account?
Direct Debit Management
- How can I validate that a collection is scheduled to be collected next month?
- How do I add a one off collection manually?
- How do I create a mandate?
- How do I edit a collection profile in PTX DDM?
- How do I edit the plan date in the template once I have set it up?
- How do I find out what information is required to fill in the ad hoc template spreadsheet?
Protect
Documents
- How and why should I verify my domain?
- How do document discussions work?
- How do I add additional recipients?
- How do I attach supporting files?
- How do I find out what the password policy is?
- How do I find out what the retention period is?
Verify
- How do I find examples of the PTX Verify API calls that could be used on our website, as part of our customer on-boarding process?
- How do I find more UK Sort Code & Account Number Validation test cases?
- How do I find out about 'non-consented accounts'?
- How do I find out about Building Society Roll Numbers?
- How do I find out about Head Office Collections Accounts (HOCA)?
- How do I find out about the fully published API that comes with PTX verify?
Web Forms
- A New PTX Service – Pay Direct
- Can PTX Web Forms deliver a fully branded, intuitive sign-up experience?
- Can PTX Web Forms help reduce costly errors and ensure compliance during Direct Debit signup?
- Can we benefit from PTX Web Forms in an outsourced managed service?
- How do I encode requests?
- How do I update my user details in PTX Web Forms?
International Payments
- What are the SEPA Countries for International Payments?
- Are there Payments Guides for International Payments?
- What are the Foreign Exchange (FX) timelines for International Payments?
- What are the Currency Pairs for International Payments?
- What are the Payment Timelines for International Payments?
- Which Countries are Sanctioned/Excluded for International Payments?