Verified workflow guide: Explains why payout account details should remain aligned with the BursaPay user or organization workflow.
1. Overview & Purpose
BursaPay stores bank details for payout workflows and uses withdrawal records that reference the submitting user or payee.
2. What You Need
The user must be authorized for the applicable payout workflow.
3. Step-by-Step Workflow
- Open the bank/payout settings for the relevant role.
- Review bank name, account name and account number.
- Correct details before submitting a withdrawal request.
- Re-check the same details during withdrawal review.
4. Rules, Boundaries & Troubleshooting
Bank changes should be treated as financially sensitive. Do not send account numbers through support chat when a safer internal workflow exists.
5. Verification & Next Steps
After correction, verify the withdrawal request uses the intended payout account before approval.