Setting up bank system communication types

  • 12/03/2026
  • 2 minutes to read

To ensure smooth financial operations and reliable transaction processing, your bank system must be properly configured. While a default setup is automatically applied when you create a bank account, you may need to adjust communication settings for specific business requirements. This article explains how to customize these settings when needed.

To set up banks:

  1. Search (Search) for and select Bank systems.
  2. On the Bank Systems page, on the action bar, select Manage > Edit.
  3. On the Bank System page of the bank, on the action bar, select Related > Communication Setup.
  4. Enter or select information for the following fields:
    • System Type - specifies whether it is an integrator or bank system.
    • System Type Code - specifies the code of the integrator or bank system.
    • Transaction Type - specifies the type of transaction, for example, a payment, an account statement, or a transaction.
    • File Type - select the file format.
    • Direct - if selected, direct communication is enabled.
    • Default - if selected, the selected method is the primary communication method.