Enabling Bank Accounts for Payments

Audience: Accounting Managers 

Summary: This article explains how to enable bank accounts for domestic and international payments in MineralTree.

Overview

MineralTree supports multiple payment methods, including ACH, Check, Virtual Card, and International Wires. To use any payment method, a bank account must be enabled in MineralTree.

Bank accounts sync from your accounting system. As part of the setup process, MineralTree reviews the banking details before the account can be enabled. Some accounts require supporting documentation such as a voided check or bank letter. Organizations not yet set up for payments may need to complete an onboarding form before enablement.

How to Enable Payment Accounts

To enable a payment account:

1. Click your initials in the top‑right corner and select Company Profile.

   

2. Select the Manage Accounts tab. Locate the bank account you want to enable and click Edit.

   

3. Enter the required bank account details and select Save.

   

U.S. Bank Accounts

When adding or editing a U.S. bank account:

• Currency defaults to USD.
• Country should be set to United States.
• The UI displays the required fields:
  • Account Number
  • Routing Number
• Enter the required details and select Save.

International Bank Accounts

When adding or editing an international bank account:

• Currency defaults to the currency synced from your ERP.
• Select the applicable Country from the dropdown. 

• Once a country is selected, the UI displays the required fields for that currency/country combination, such as:
  • Account Number or IBAN

  • Routing Number or SWIFT/BIC

    

• Enter the required details and select Save. 

Related Articles

• Adjust the starting check number

Customer Support

Please reach out to Customer Support with any questions.

• Phone: 855‑672‑9669
• Email: mtsupport@mineraltree.com