Platform settings: billing requisites

Platform Settings holds the DataMind staff settings for the platform itself. The Billing Requisites tab is the catalogue of DataMind bank accounts that company invoices are issued against. Staff add and maintain the accounts here; each company picks one for its invoices. Only DataMind staff accounts can open the area, and a company's Administrator only chooses an account, never edits the catalogue.

Open the Billing Requisites tab

1. Open Platform Settings from the navigation.
2. Select Billing Requisites.

The tab is addressable: ?tab=billing-requisites opens it directly, and older links to the separate /billing-requisites page still land here. Without a tab, Platform Settings opens on Limits.

The catalogue table

The table lists every account, ordered by currency, then by beneficiary name:

Add a bank account

1. Click New requisite.
2. Fill in Beneficiary name, Bank name and IBAN; add Currency and, when the bank uses one, SWIFT (optional).
3. Click Create.

• Beneficiary name, Bank name and IBAN are required; a save that misses one is refused with Beneficiary, bank, and IBAN are required.
• Currency is exactly three characters, and letters are stored in capitals.
• Names accept up to 255 characters, an IBAN up to 34 and a SWIFT code up to 11.
• A new account starts Active and can be picked by a company right away.
• The save confirms with Requisite created; a refused save reports Create failed with the reason.
• Cancel closes the form; with unsaved changes, Unsaved Changes asks first ("You have unsaved changes. If you close, your changes will be lost.") with Discard & Close or Keep Editing.

Edit a bank account

1. Open the row menu and choose Edit, or double-click the row.
2. Change the fields you need.
3. Click Save changes. It activates once the form has changes and the required fields are filled.

The save confirms with Requisite updated; a refused save reports Update failed with the reason.

Deactivate or reactivate an account

1. Open the row menu and choose Deactivate, or Activate for an inactive account.
2. Confirm the dialog and click Deactivate or Activate.

• Deactivate {name}? states: "This requisite will leave the company assignment menu until reactivated."
• Activate {name}? states: "This requisite becomes available for company billing assignment."

Deactivating takes the account out of the menus where a company picks its requisite; a disabled account is refused if it is selected anyway: A disabled billing requisite cannot be selected. Both changes save at once and confirm with Requisite updated.

A company already assigned to a deactivated account keeps it until its account is changed. Reactivating returns the account to the selection menus.

What an invoice keeps

Each invoice copies the assigned account's details when its billing window closes:

• An invoice issued after a company's account changes carries the new details.
• An invoice that is already issued never changes, even when the account is later edited or deactivated.

The account a company pays is in the Requisite column on Billing.

The company side

A company's Administrator picks its account in two places:

• The Billing requisite step of the setup wizard for a new company; see Finish company setup.
• Later, with Assign or Change on Settings.

Only Active accounts are offered in both places. A company with no account yet shows a blank Requisite card (No billing requisite assigned.), not an error.

Questions, answered

Can I delete an account from the catalogue?

No. Deactivate it instead. Companies point at the account and issued invoices reference it, so it stays in the catalogue and keeps its history.

What happens to a company that is already using an account I deactivate?

It keeps the account. Deactivating only takes the account out of the menus for new assignments; Activate puts it back.

Can a company pick a deactivated account?

No. Only Active accounts are offered, and a disabled account is refused with A disabled billing requisite cannot be selected.

Which fields are required on the account form?

Beneficiary name, Bank name and IBAN. Currency is a three-character code, and SWIFT (optional) may stay empty. A save that misses a required field is refused with Beneficiary, bank, and IBAN are required.

Why can't I click Create or Save changes?

The button activates once the form has changes and the required fields are filled, and it disables while the save runs. A blank required field keeps it inactive.

What does the - in the SWIFT column mean?

No SWIFT code is stored for that account. The field is optional and can stay empty.

Does editing an account change an invoice that is already issued?

No. Each invoice copies the account's details when its billing window closes, so an issued invoice keeps what it was issued with; an edit appears on the next invoice only.

When does a company's new account start appearing on invoices?

On its next invoice: the account the company is assigned when the billing window closes is the one the invoice carries.

Why does the tab show an empty catalogue?

No account has been added yet; the table reads No billing requisites in the catalog yet. Click New requisite to add the first one.

What does "No billing requisites available" mean?

That is the setup step's message when the catalogue has no Active accounts, so there is nothing for the company to pick. Add an account, or Activate one, and the step lists it.

Can a company's Administrator edit or add bank accounts?

No. Administrators only choose an account for their own company; adding, editing and deactivating accounts is a DataMind staff action on this tab.