How to enable Bank transfers in a request workflow

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Log in to the Soldo web app as a Super admin or Admin.
From the left-side menu, select Requests.
Select Configure request process.
Select the Goods or Services tab.
Select the three dots (more options) next to the workflow you want to edit, then choose Edit.
In the Details section, select Edit.
In the Available payment methods section select the dropdown.
Choose one of the following:
- Temporary card (default - users can make requests to spend using Temporary virtual cards)
- Bank transfer (Users will only be able to make requests to spend using Bank transfer)
- Temporary card & Bank transfer (Users will be able to make requests to spend using Temporary virtual cards and Bank transfers)
Select Save.

Show images

Log in to the Soldo web app as a Super admin or Admin.
From the left-side menu, select Requests.
Select Configure request process.
Select the Goods or Services tab.
Select the three dots (more options) next to the workflow you want to edit, then choose Edit.
In the Details section, select Edit.
In the Available payment methods section select the dropdown.
Choose one of the following:
- Temporary card (default - users can make requests to spend using Temporary virtual cards)
- Bank transfer (Users will only be able to make requests to spend using Bank transfer)
- Temporary card & Bank transfer (Users will be able to make requests to spend using Temporary virtual cards and Bank transfers)
Select Save.

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