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 PT-X?
- How do I add a new user in PT-X?
- How do I approve payments in PT-X (Direct and Indirect)?
- How do I archive my payment files?
Multi-Factor Authentication (MFA)
- How do API & PT-X 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 find the app? Is the PT-X Multi Factor Authentication iphone app available in all app stores?
- How do I get further security protection? We already have MFA enabled. Is there further protection available around our payments?
- How do I get the mobile phone app to work? I get an error message invalid verification code
Managing your Account
- How do I reset my password?
- How do I receive my password reset email?
- 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?
Drive
- How do I find the PT-X Drive Installation Guide?
- How do I upgrade PT-X Drive?
- How do I reset the password for the PT-X drive account?
- How do I retrieve the log files for PTX Drive?
- How does API & PT-X Drive work with MFA?
- PT-X Drive User Creation
Direct Debit Management
- How do I add a one off collection manually?
- How do I change the Reference field in PT-X DDM?
- How do I check the collections forecast? It doesn't look accurate.
- How do I create a contact?
- How do I create a mandate?
- How do I create a plan template in PT-X DDM?
Protect
- How do I setup PT-X Protect on existing payment profiles
- How does PT-X Protect work and will it continue to develop over time?
- How does PT-X Protect address customer pain points?
- How does PT-X Protect work? Can it screen payments against a blacklist?
- How does PT-X Protect work? What are the benefits?
- How does PT-X Protect work? Can PT-X Protect flag all first time payments to new bank accounts?
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 check how many credits I have remaining?
- How do I find examples of the PT-X 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)?
Web Forms
- How do I export Direct Debit Applications data in Web Forms?
- How does PT-X Onboarding work?
- How does PT-X Onboarding work? Can PT-X Onboarding deliver a fully branded, intuitive sign-up experience?
- How does PT-X Onboarding work? Can PT-X Onboarding help reduce costly errors and ensure compliance during Direct Debit signup?
- How does PT-X Onboarding work? Can we benefit from PT-X Onboarding in an outsourced managed service?
- How does PT-X Onboarding work? Is PT-X Onboarding optimised for both mobile and online channels?