How to Search for a Specific Beneficiary
Finding a beneficiary is quick and easy using the sidebar navigation:
Access the Menu: From the main dashboard on the left-hand side, click on Payments.
Select Beneficiaries: Click the Beneficiaries dropdown that appears.
Use the Search Bar: You can search by Name, Alias, Account Number, or IBAN to find the specific contact you need.
How to Edit a Beneficiary
You can only edit beneficiaries that have not yet been paid. If you need to update the information for a beneficiary, follow these steps:
Locate and Select: Find the beneficiary using the search steps above and select them.
Open More Options: Click the three dots in the top to reveal the More Options menu.
Select Edit: Choose Edit to update the beneficiary details.
If you need to update a beneficiary you have already paid, you must remove the existing entry and create it again with the new details.
How to Remove a Beneficiary
To permanently delete a beneficiary from your list:
Select the Beneficiary: Locate the contact you wish to delete.
Open Options: Click the three dots in the top right corner.
Confirm Removal: Select Remove to delete the beneficiary permanently.
Need Further Assistance?
Are you looking to update a beneficiary you’ve recently paid, or are you setting up a new one for the first time? Our support teams are here to help if you have any questions:
EMEA: operationsteam@ebury.com
Asia Pacific: operationsteam.apac@ebury.com
Americas: operationsteam.ca@ebury.com