Getting Started

Account Visibility

• SWIFT Onboarding Guide
• SWIFT User Guide
• Open Banking User Guide

Web Forms

• PTX Web Forms Release Notes
• Admin Settings in PTX Web Forms
• User Access in PTX Web Forms

Verify

• PTX Verify Release Notes

Invoice Automation

• Invoice Automation User Guide
• Invoice Automation Management Guide
• Invoice Automation Setup and Administration Guide

1. Initial system setup

• How do I setup and configure a MFA key-fob token
• How do I setup and configure the Bottomline PTX Auth App?

2. Users, Roles and Permissions

• User Management: How to add, edit or delete user accounts.
• Setting up User roles and Permissions

3. Testing

• How to complete Indirect Submitter testing
• How to complete Service Qualification Plan testing

4. How to import a data file into PT-X File upload and Manual Data Entry (MDE)

• How to create and import payments into PTX – File upload and MDE

5. How to approve payments in PT-X

• How to Approve Payments in PTX?

6. How to submit to Bacs

• Submitting to Bacs as a Bureau
• How to make Indirect Submissions
• How to submit to Bacs - Direct smartcard and CSM and Indirect

7. How to download Bacs reports

• How to Download Bacs Reports into PTX - Direct Submitter
• How to Download Bacs Reports into PTX - Indirect Submitter

How to import ePAY Payment Library export file into PT-X

• How to import ePAY Payment Library export file into PTX

How to automate a submission - Indirect and CSM

• How to automate a submission - Indirect and CSM

Payment Profile Configuration

• Archive Retention & File Deletion Parameters
• Configuring Payment Profiles to Use PTX Drive
• How to set up PTX Protect Essential and Professional on existing payment profiles
• How to set up PTX Protect Essential on existing payment profiles

Payments - Related Articles

• What are the HSM requirements for PTX?
• What is a HSM and how does it work for PTX?

Documents

• PTX Connect and Optio Projects User Guide
• PTX Connect and Create!form Projects User Guide
• PTX Connect and TFS Projects User Guide
• PTX Connect Release Notes
• PTX Connect Security Overview
• PTX Connect User Guide

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