Enable Outbound Payments

outbound payments are not enabled by default this page will guide you through the process of enabling them prerequisites org requisites ensure your org has the following asperato one v2 20 1 (winter 23) certinia accounting (winter 2023) lightning experience enabled multi currency enabled see enable multiple currencies airwallex since outbound payments rely on airwallex wallets, funds must be preloaded via bank transfer before initiating any payments to connect to airwallex navigate to the asperato setup tab and select or create the merchant group for outbound payments the merchant group name must exactly match the accounting company name in certinia click new psp connection configure payment direction outbound currency wallet currency mode defaults to payable psp airwallex click create psp connection you will be asked to log in or create your airwallex account complete signing in or registration to finish enable outbound payments 1\ contact support contact asperato support at support\@asperato com mailto\ support\@asperato com and ask them to enable this feature you will be asked to provide your salesforce org id subscriber access for payonomy ltd t/a asperato support under a system admin user your asperato customer id (found on the asperato setup tab) 2\ assign user permissions navigate to setup > permission sets provide users the following access levels in these permission sets permission set access level asperato outbound authorisation creation create & read authorisations asperato outbound full administrator full access to authorisations, payments, and balances asperato outbound payment creation create & read payments, view balances tab 3\ configure page layouts replace text fields billing country and bank country with new picklist versions add submit for verification button remove payment route selected add account field from the ffaspintegration package update payment stage picklist remove paid to supplier add payment set 4\ upgrade specific changes if upgrading from a version prior to v2 18 1 add domestic and international to the payment route options global picklist assign these values to authorisation record type outbound payment record type outbound add the following buttons submit for verification to the authorisation list view pay out to the payment list view (unless you are using the certinia accounting package for your vendor payments in this case we would recommend leaving this button off the page layout so that payments can be processed correctly via certinia with the correct accounting entries applied)