{"type":"document","data":{"id":"9d29fc9f-af43-4eb9-a33d-e0f2d57d75f5","localeString":"en-GB","publishDate":"2024-07-18T16:21:22.426+02:00","contentType":"onecms:productPage","hasMacro":false,"flexPageMetadata":{"afmBanner":false,"robotInstruction":{"noIndex":false,"noFollow":false},"description":"Find an overview of the main features of ING Multi Mandate, the platform that allows you to easily manage your mandated accounts"},"mainHeaderZone":{"componentType":"productHeader","coreHeader":{"headerImage":{"transformBaseUrl":"https://assets.ing.com/transform/4b3767f2-cb73-43b6-93d1-c325d8646066/imm-overview-1920","type":"image","width":1920,"original":"https://assets.ing.com/m/18ab92d3021ae746/original/imm-overview-1920.jpg","extension":"jpg"},"title":"ING Multi Mandate Overview","subtitle":"Here is a quick overview of the main functionalities of ING Multi Mandate"},"backLink":{"textLink":{"url":"/en/business/payments","text":"Payments"}}},"flexZone":{"flexComponents":[{"componentType":"sectionTitle","title":"Subscription and activation of ING Multi Mandate"},{"componentType":"accordion","accordionList":[{"title":"To susbcribe to ING Multi Mandate...","richBody":{"value":"<p>... go to Business&apos;Bank.</p><p>You will be asked to</p><ul><li>choose an e-mail address,</li><li>confirm a debit account for charges,</li><li>accept the General Terms and Conditions</li><li>click on &quot;subscribe to ING Multi Mandate&quot;.</li></ul><p>You will receive an e-mail confirming the activation of ING Multi Mandate (=IMM)</p><p>Click on the link to access the platform.</p><p>You will be forwarded to the homepage and you will need to enter your ING ID and your e-mail address.</p><p>Then you have to log in with itsme or with your identity card.</p><ul><li><strong>to use itsme,</strong> you need to download and activate the application on your mobile phone.</li><li><strong>If you prefer the identity card</strong>, you will need to download the eID software.</li></ul>"}}]},{"componentType":"sectionTitle","title":"Dossiers"},{"componentType":"paragraph","richBody":{"value":"<p></p>"},"alignedImage":{"position":"top","transformBaseUrl":"https://assets.ing.com/transform/afdc31bb-4ef5-4f46-ba04-4607077da37f/IMM-Dossiers-3L","altTextEN":"\"\"","altTextNL":"\"\"","altTextFR":"\"\"","original":"https://assets.ing.com/m/47c440f73fbb66a3/original/IMM-Dossiers-3L.jpg","extension":"jpg"}},{"componentType":"paragraph","richBody":{"value":"<p>In ING Multi Mandate, a dossier is the virtual equivalent of a paper folder, in which you keep all the files and information (contact details, counterparty details, account numbers, documents, etc.) for a customer. </p>"}},{"componentType":"accordion","accordionList":[{"title":"How to access Dossiers?","richBody":{"value":"<p>The &quot; Dossiers &quot; section can be found in the menu on the left.</p>"},"alignedImage":{"position":"bottom","transformBaseUrl":"https://assets.ing.com/transform/2b01fffb-64db-45d8-af0e-e2595cdf85e3/imm-MenuDos-EN","altTextEN":"imm MenuDos","original":"https://assets.ing.com/m/f12d69fde5cb85b0/original/imm-MenuDos-EN.jpg","extension":"jpg"}},{"title":"What is the purpose of a Dossier?","richBody":{"value":"<p>By creating a new dossier, you encode the client&apos;s data for easier retrieval and pre-populate certain data in your reports.</p><p>It is important to mention the type of dossier and give the dossier a name. You will be able to modify this data later on, if necessary.</p><p>There are 6 types of files: succession, administration of property, bankruptcy, debt mediation, third party accounts and others.</p><p><strong>You can link one or more accounts to a dossier.</strong></p><ul><li>Please note that the &quot;significant date&quot; in a dossier allows you to see the &quot;anniversary&quot; reminders of your files, so that you do not miss the annual reports before the court.</li></ul>"}}]},{"componentType":"sectionTitle","title":"Accounts"},{"componentType":"paragraph","richBody":{"value":"<p></p>"},"alignedImage":{"position":"top","transformBaseUrl":"https://assets.ing.com/transform/9ae26fa8-6919-493d-94ae-3235078face1/imm-Cpte-EN","altTextEN":"\"\"","original":"https://assets.ing.com/m/a8d9f9213c38396f/original/imm-Cpte-EN.png","extension":"png"}},{"componentType":"paragraph","richBody":{"value":"<p>The Account section displays all the accounts for which the IMM subscription holder is either the account holder or the proxy.</p><p>In the Configuration menu, the IMM subscription holder will be able to choose which accounts will be displayed in this section (via the User Management or Account Visibility functions).</p><p>By clicking on the name of an account you will access all the transactions of this account.</p>"}},{"componentType":"accordion","accordionList":[{"title":"How to access Accounts ? | 1","richBody":{"value":"<p>The &quot;Accounts&quot; section is located in the 2nd position of the menu on the left side of the screen.</p>"},"alignedImage":{"position":"bottom","transformBaseUrl":"https://assets.ing.com/transform/5d1b15ed-8fa6-405a-9769-810b86adf7c3/imm-MenuCpte-EN","original":"https://assets.ing.com/m/42cbb7d13e09f77e/original/imm-MenuCpte-EN.png","extension":"png"}},{"title":"How to access Accounts ? | 2","richBody":{"value":"<p>It is also possible to access the account(s) related to a Dossier directly from the Dossier section of the menu.</p>"},"alignedImage":{"position":"bottom","transformBaseUrl":"https://assets.ing.com/transform/c440c828-8b1c-4253-8e71-e7586bc4319a/imm-menuPAy-EN","altTextEN":"imm menuPAy","original":"https://assets.ing.com/m/8c35b915744c3271/original/imm-menuPAy-EN.png","extension":"png"}},{"title":"What can I do on a transaction?","richBody":{"value":"<p>You can, at any time, add a note, a category (manually or through the use of rules - see below) or a supporting document (attachment in pdf or image). These elements can then be automatically included in your reports.</p><p>If the transaction has been executed, you will then be able to:</p><ul><li>duplicate payment (or transfer it if it is a credit)</li><li>export the transaction in pdf</li><li>register the beneficiary of the transaction</li></ul>"}}]},{"componentType":"sectionTitle","title":"Payments"},{"componentType":"paragraph","richBody":{"value":"<p>The Payments section is composed of 2 tabs:</p><ul><li><strong>a &apos;Payments basket&apos; </strong>tab: it contains all the transactions prepared by the users and which have not yet been sent to Business&apos;Bank for signature.</li><li>a &apos;<strong>Sent Payments</strong>&apos; tab that allows you to view all the transactions sent to Business&apos;Bank as well as their status.</li></ul>"},"alignedImage":{"position":"top","transformBaseUrl":"https://assets.ing.com/transform/7c766c59-b2c2-4758-8b86-04cc00ba534a/imm-Pay-EN","altTextEN":"imm Pay","original":"https://assets.ing.com/m/8cca382207b9b055/original/imm-Pay-EN.png","extension":"png"}},{"componentType":"accordion","accordionList":[{"title":"How do I access the Payments?","richBody":{"value":"<ul><li><strong>If you wish to check the payments made to an account,</strong> the easiest way is to select the Accounts menu and then select the account you wish to view. By clicking on the account you will be able to access all the associated transactions.</li><li><strong>If you wish to send transactions to Business&apos;Bank for signature</strong> (and execution) or if you wish to check the status of an envelope, go to the Payment menu (3rd entry in the left-hand menu on your screen).</li></ul>"}},{"title":"How to prepare or create a new payment","richBody":{"value":"<p>The easiest way to create a new payment is to select &quot;Accounts&quot; or &quot;Payments&quot; from the main menu:</p><p>On the right side of the screen, the blue New Payment button will allow you to initiate a <strong>new transaction</strong>.</p><p>You can also duplicate an existing transaction by clicking on it and then choosing the &quot;<strong>duplicate payment</strong>&quot; icon.</p><ul><li><strong>Remember, the payments are signed in Business&apos;Bank Online</strong>: once sent for signature, you will find them under the option &quot;payment envelopes to be signed&quot; which is in the menu Daily Banking &gt; My current accounts &gt; Tab: PAY (select in the column: payment files &quot;envelopes to be signed&quot;).</li></ul><p>After sending the payments to Business&apos;Bank, <strong>we advise you to wait about 15 minutes before going to Business&apos;Bank to sign the envelopes</strong>.</p>"},"alignedImage":{"position":"bottom","transformBaseUrl":"https://assets.ing.com/transform/18e65fb1-6b56-43d6-90d4-02d35c062104/IMM-FAQ-AcPay-EN","altTextEN":"IMM FAQ AcPay","original":"https://assets.ing.com/m/e6d6d5b0664db262/original/IMM-FAQ-AcPay-EN.jpg","extension":"jpg"}},{"title":"What is in the 'Sent payments' tab?","richBody":{"value":"<p>The payments sent to Business&apos;Bank are shown in this section in the form of an envelope. These envelopes correspond to what the Subscriber can see in Business&apos;Bank :</p><ul><li>the ordering account</li><li>the total amount of the envelope</li><li>the number of transactions included in this envelope.</li></ul>"}},{"title":"What do the colour codes on the envelopes mean? | 1","richBody":{"value":"<p><strong>Pending:</strong> the payment has been sent to Business&apos;Bank but has either not yet been signed by the Subscription Holder or the information has not yet been updated.</p>"},"alignedImage":{"position":"bottom","transformBaseUrl":"https://assets.ing.com/transform/a84e302c-7603-4365-b0f4-d9bf901f05ee/IMM-FAQ-AcPay-FR0a","altTextEN":"\"\"","altTextNL":"\"\"","altTextFR":"\"\"","original":"https://assets.ing.com/m/40ae3ed4f00f968b/original/IMM-FAQ-AcPay-FR0a.jpg","extension":"jpg"}},{"title":"What do the colour codes on the envelopes mean? | 2","richBody":{"value":"<p><strong>Executed:</strong> the payment has been signed and executed. </p><p>NB: if you click on an envelope you can:</p><ul><li>see the individual transactions included in the envelope</li><li>check the details of each transaction: beneficiary, memo date, ...</li><li>duplicate or export the transaction, or record the beneficiary</li></ul>"},"alignedImage":{"position":"bottom","transformBaseUrl":"https://assets.ing.com/transform/27fc432a-7907-4d68-bb51-2fc61f8815c1/IMM-FAQ-AcPay-FR0b","altTextEN":"\"\"","altTextNL":"\"\"","altTextFR":"\"\"","original":"https://assets.ing.com/m/6cb4f1858fd71f57/original/IMM-FAQ-AcPay-FR0b.jpg","extension":"jpg"}}]},{"componentType":"sectionTitle","title":"Reports"},{"componentType":"paragraph","richBody":{"value":"<p>The report section allows you to create new reports or download reports created by all users.</p>"},"alignedImage":{"position":"top","transformBaseUrl":"https://assets.ing.com/transform/dd07ef75-1667-42b3-96f7-9d4221fb56de/imm-Rep-EN","altTextEN":"imm Rep","original":"https://assets.ing.com/m/d12324b5e7b0676d/original/imm-Rep-EN.png","extension":"png"}},{"componentType":"accordion","accordionList":[{"title":"How do I access my reports? | 1","richBody":{"value":"<p>There are two ways to access reports:</p><ul><li><strong>Via the Reports section </strong>of the left menu of your page. This gives you access to all reports created by users, regardless of the folder or accounts.</li></ul>"},"alignedImage":{"position":"bottom","transformBaseUrl":"https://assets.ing.com/transform/350265ea-d450-42c8-adbf-0ee1e784cb39/imm-MenuRep-EN","original":"https://assets.ing.com/m/5720ddf7997b26f2/original/imm-MenuRep-EN.png","extension":"png"}},{"title":"How do I access my reports? | 2","richBody":{"value":"<ul><li><strong>Via the Folders section</strong> of the left menu. The &quot;Reports&quot; tab of the folder will display all the reports generated for this folder.</li></ul>"},"alignedImage":{"position":"bottom","transformBaseUrl":"https://assets.ing.com/transform/bd824ae0-510f-4d88-9132-d2ca3e1af36e/imm-rep-doss-EN","original":"https://assets.ing.com/m/2c26b87601e4a441/original/imm-rep-doss-EN.png","extension":"png"}}]},{"componentType":"sectionTitle","title":"Configuration"},{"componentType":"paragraph","richBody":{"value":"<p></p>"},"alignedImage":{"position":"top","transformBaseUrl":"https://assets.ing.com/transform/8d2f948e-9ac2-49cc-aabb-5b0174610caf/imm-config-FR","altTextFR":"imm config FR","original":"https://assets.ing.com/m/b4a9f91028c414d8/original/imm-config-FR.png","extension":"png"}},{"componentType":"paragraph","richBody":{"value":"<p>The Configuration section gives you access to the following features:</p><ul><li><strong>user management</strong> (reserved to the Subscription Holder)</li><li><strong>account visibility</strong> (reserved to the Subscription Holder)</li><li><strong>category management</strong> (subject to access rights)</li><li><strong>rules management</strong> (subject to access rights)</li></ul>"}},{"componentType":"accordion","accordionList":[{"title":"How do I access the Configuration section?","richBody":{"value":"<p>Click on the icon of your Profile, on the top right of the home page. Then choose &quot;Configuration&quot;.</p>"}}]},{"componentType":"paragraph","title":"Categories and rules","richBody":{"value":"<p><strong>Categories</strong></p><p>ING Multi Mandate allows you to create categories and sub-categories that can be applied automatically to your transactions (via the rules). This will enables you to create richer reports and exports.</p><p>Tip: for a better readability of the reports, limit the number of categories </p><p><strong>Rules</strong></p><p>﻿Define rules to categorize automatically your transactions, based on the the counterpart, the communication or both.</p>"}}]},"complementaryZone":{"flexComponents":[{"componentType":"sectionTitle","title":"Also interesting!"},{"componentType":"cards","cards":[{"componentType":"productCard","cardType":"product","cardSize":"small","title":"Need help on ING Multi Mandate?","intro":"Find here all the FAQs","image":{"transformBaseUrl":"https://assets.ing.com/transform/74117a87-42e9-4617-8cb5-a1a0426e350f/Hiker-jumps-from-rock-to-rock-in-winter-wear","type":"image","width":5060,"altTextEN":"\"\"","altTextNL":"\"\"","altTextFR":"\"\"","altTextDE":"\"\"","original":"https://assets.ing.com/m/5cd7ef1e1db69f8b/original/Hiker-jumps-from-rock-to-rock-in-winter-wear.jpg","extension":"jpg"},"link":{"url":"/en/business/payments/need-help-ing-multi-mandate"}},{"componentType":"productCard","cardType":"product","cardSize":"small","title":"FAQs Activation & Login","image":{"transformBaseUrl":"https://assets.ing.com/transform/9dcdb44c-23e1-49d5-a495-c31f1549b890/tax-and-legal-news-1920","type":"image","width":1920,"original":"https://assets.ing.com/m/c3fae25f095807/original/tax-and-legal-news-1920.jpg","extension":"jpg"},"link":{"url":"/en/business/payments/ing-multi-mandate-faq-login"}}]}]}}}