# B2B remittances via Dashboard {#en_b2bremit_db}

An article about working with accounts of remittance recipients and making B2B payments to corporate partners via Dashboard.

## Overview {#section_mlx_1dy_dtb .section}

Dashboard allows users to create and manage accounts of the remittance recipients, create single and mass remittance orders and monitor the data on all payments, both completed and in-progress. In each case, the following requirements must be met:

-   Two-factor authentication is required for accessing Dashboard in order to create remittance orders or to send recipient accounts for approval.
-   The user account must be granted the appropriate permissions. The full set of permissions for working with the B2B remittances is granted to the user accounts with the assigned Operations and Merchant Admin roles.User accounts with the assigned Finance and Support roles can only view the information in the **Remittances** section. To learn more about how to access this section in the Dashboard interface, see [Core capabilities and role-based access model](en_dbl_roles_overview.md).

In the **Remittances** section you can access the information about all created recipient accounts in the **Remittances Recipient Account Details** list and the information about all remittance payments to partners in the **All Remittances** list and the payment information tabs. You can also monitor information about the remittance payments made using a batch request in the **Mass Remittances Requests** registry.

## Creating and editing a remittance recipient account {#section_jf1_d2y_dtb .section}

To create a recipient account, you should:

1.  Open the **New recipient account** panel.

    To achieve this, switch to the list of the remittance recipient accounts and click **Create Recipient Account**.

2.  Specify the information about the partner company that you will send payments to.

    To achieve this, fill in the fields in the following tabs: **General information**, **Recipient**, **Company address**, and **Remittances details**.

    When filling in the fields, keep in mind that:

    -   With the exception of three optional fields \(recipient's bank address and country and the company's postal code\), all other fields are required.
    -   If any of the required fields is left blank or filled incorrectly, you will not be able to save the account as a draft or send it for approval. In this case, if you click **Save as Draft**, these fields will be marked in red with the suggestion as to what information is expected in each of them. The button **Send for approval** will be disabled as well. In addition, the tabs where required information is missing will be marked with the ![](images/universal/dbl/icon_error_field.svg) icon, while the tabs that were filled in correctly will be marked with the ![](images/universal/dbl/icon_complete.svg) icon.
    -   If you save the recipient account as a draft, you can continue working on it later. The draft can be edited for thirty days. If necessary, the account with the **Draft** status can be deleted by clicking the ![](images/universal/dbl/icon_trashbin.svg) button in the row of this account in the list.
3.  Send the account for approval to Ecommpay.

    The button **Send for approval** is enabled if all required fields are filled in correctly. Once you click this button, the recipient account is marked as **Created** in the list and can no longer be edited.


![](images/ecommpay/dbl/en_dbl_newaccount_generalinfo.svg "New recipient account panel")

![](images/ecommpay/dbl/en_dbl_newaccount_incomplete.svg "Example of blank fields in the form")

![](images/ecommpay/dbl/en_dbl_newaccount_saveasdraft.svg "Saving the account as a draft")

![](images/ecommpay/dbl/en_dbl_newaccount_sendforapproval.svg "Sending the account for approval")

## Deleting the remittance recipient account {#section_nd1_mfy_dtb .section}

To delete the recipient account, you should:

1.  If necessary, locate the account you need to delete by going to the **Remittances Recipient Account Details** list and applying necessary filters.
2.  Delete the account by using the ![](images/universal/dbl/icon_trashbin.svg) button in the corresponding row of the list.

    Keep in mind that you cannot delete the account with the **Created** status. Hence, the deletion button is disabled for such accounts in the list.

3.  Confirm deleting the account in the popup window.

## Creating a single remittance order {#section_zsr_wfy_dtb .section}

To create a B2B remittance order, you should:

1.  Open the **New remittance** panel.

    To achieve this, go to **Remittances**, click **Create remittance** on the left of the filtering panel, and switch to the **Single Remittance** tab.

2.  Specify the remittance order parameters and send the request.

    To achieve this, fill in the fields and click **Send request**. If needed, confirm by entering the SMS verification code in the popup window.

    When filling in the fields, keep in mind that:

    -   When you select the **Recipient Account ID**, the dropdown list will only contain accounts with the **Active** status. The remittance order can be created only for the recipient whose account has been approved and is not expired.
    -   The **Currency** field is read only because its value is always the currency specified in the recipient account.
    -   The **Description** field is optional.
    -   The **Send request** button is enabled when all required parameters are specified correctly.

        ![](images/ecommpay/dbl/en_dbl_sendremit_request.svg "Example of a completed remittance order with the enabled button.")

3.  Make sure that the payment has been processed.

    You can do this by checking the status of this payment in the **All Remittances** list—it should state `success`.


## Creating a mass remittance order {#section_p5z_bhz_55b .section}

To make a series of B2B payments using a batch request:

1.  Create and prepare a file with the remittance payments data in the specified format.

    Keep in mind that the remittances order can be created only for the recipients whose accounts have been approved and are not expired. Thus, when you specify the identifiers of the recipient accounts, make sure that the target recipient accounts have the **Active** status.

    The template of the file is available for download on Dashboard, while the file requirements can be found [here](en_dbl_payments.md).

2.  Go to the **Mass Remittances** tab of the **New remittance** panel.

    To achieve this, go to **Remittances**, click **Create remittance** on the left of the filtering panel, and switch to the **Mass Remittances** tab.

3.  Upload the file with the list of remittance payments and send the batch request.

    Drag the file or use the **Browse to upload** link. After the file has been uploaded, make sure the **Send request** button is enabled. Use this button to send the batch request; if needed, enter the SMS verification code in the popup window.

    ![](images/ecommpay/dbl/en_dbl_mass_remittances.svg)

    If the file is incorrect, the **Send request** button remains inactive and the error message is shown. In this case, view the error details \(using the preview toggle switch and then the **File details** button\), correct the errors, and re-upload the file.

4.  Make sure the batch request for mass remittances has been processed.

    After the batch request has been sent and you can see the notification that it has been accepted, it is important to check that the remittance payments have been processed. Look up the batch status in the list of mass requests—the status should state `Done`. Keep in mind that the time it takes to process remittance payments and to update their status information can significantly vary depending on the number of payments in the batch and the specified payment amounts.

    You can also monitor status information of remittance payments in the batch using the column Indicator in the list of mass requests.


**Parent topic:**[B2B Remittances](en_b2bremit_about.md)