New: Initiate Payments Directly in our Portal!
You can now initiate single leg payments directly through the Orum Portal! See below for a breakdown of the newly available feature.
Top Ups to your FBO
You can now top up your FBO balance directly through the portal. Simply log in to the Orum Portal and visit the "Balance" page. You should see a "Top up balance" button in the top right as below:
Next, click the button and select an enterprise account. If your enterprise does not have an associated enterprise account in Verified status, then you can create one directly through the modal.
Lastly, fill out your top-up details and initiate! You will be able to track the status of the initiated transfer in the Transfers table as per usual.
Debits & Credits to/from a single Person or Business
You may also initiate a debit from a single person/business, or credit a single person/business. To initiate a payment to a person/business, first visit their details page in the portal. Ex: see a Persons details page below:
Next, locate the account to which you'd like to send/receive money from, and select the new "Transfer Money" option underneath the Actions menu of their associated accounts:
Then, fill out your transfer details and initiate! You will be able to track the status of the initiated transfer in the Transfers table as per usual.
Note: Only users with Admin or Payment Initiator roles will be able to view and use the payment initiation feature.
Please reach out to Orum Support with any questions or feedback. We're super excited to get this in your hands!