Groups of payments allow you to do your recurrent payments on a more efficient way.
It enables you to create groups with draft payments and add these payments as much as you want and whenever you want to the basket.
"},"textLinks":[{"text":"Go to FAQ Group of payments for more info.","url":"/en/business/payments/ing-multi-mandate-paiements-groups"}],"title":"Group of payments"},{"accordionList":[{"alignedImage":{"position":"bottom","altTextEN":"imm matchEnvelopes","extension":"png","original":"https://assets.ing.com/m/98fd5084c44d35d6/original/imm-matchEnvelopes-EN.png","transformBaseUrl":"https://assets.ing.com/transform/107d9467-37e9-45d8-b7d0-84ddfcbc0d51/imm-matchEnvelopes-EN"},"richBody":{"value":"Not sure about the content of the "Batch payments to be signed" in Business'Bank?
The batch payments that are sent envelopes from ING Multi Mandate, have a reference starting with your ING-ID.
Match this reference with the reference on the envelopes in IMM - Sent payments and check the details of the payments in IMM.
Also the other attributes on the collapsed envelope in "Sent payments" can be matched with the attributes displayed in the batch payment: the name, the IBAN, the date, the amount and the number of payments.
"},"title":"Match envelopes between IMM and Business'Bank for signing"},{"alignedImage":{"position":"bottom","altTextEN":"imm accountProfile","extension":"png","original":"https://assets.ing.com/m/d71b327771b6b218/original/imm-accountProfile-EN.png","transformBaseUrl":"https://assets.ing.com/transform/71dcd971-372b-4b05-b063-98b231b770d1/imm-accountProfile-EN"},"richBody":{"value":"Your retail accounts are available in ING Multi Mandate, but cannot be used as ordering account in payments created in IMM.
To search your Retail/Business account:
Go to "Accounts - Find accounts" Or "Configuration - Account visibility", open the filter and search on Account profile = Retail/Business
To view the difference between a retail and a business account:
The label "(Retail)" is added next to the account type of all retail accounts
"},"title":"View which accounts are your retail accounts"}],"componentType":"accordion"},{"componentType":"sectionTitle","title":"Accounts and transactions"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/8a3d90cb5545b8/original/imm-calcTotal-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/2b71bdf0-423b-47e5-868b-48df70fa41d5/imm-calcTotal-EN-001"},"componentType":"paragraph","richBody":{"value":"Add "Total income" and "Total expenses" of transactions in export account details.
Steps:
A blue line with "Total income" and "Total expenses" is displayed.
"Total income" and "Total expense" is displayed in the header of the "Account details" export. The amounts corresponds to the total amount of the exported transactions.
"}},{"accordionList":[{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/69a0297d481b7660/original/imm-trxLast2BusDays-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/d9a6c3fb-9236-4ecf-a849-3c4eabc723dd/imm-trxLast2BusDays-EN-001"},"richBody":{"value":"Steps to find accounts with transactions on last 2 business days:
Since a certain time, the message for a Bancontact/Maestro transaction is reduced to the minimum.
Therefore we complement it with some extra info as the place of the transaction, the date and the cardnumber (last 4 digits):
"},"title":"Clear communication for Bancontact/Maestro transactions"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/5150d4fe2a07dce/original/imm-Accdet-exp-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/f7c1d0bc-3301-4dbe-a7c0-e77e7f49500f/imm-Accdet-exp-EN-001"},"richBody":{"value":"Do you wish to select multiple transactions for export?
Then go to Accounts - Account details.
Now select the transactions you want to export.
Or use the filter first and then select the transactions you want to export.
Now click on the blue action button "Export selection", select the export format and some advanced options if you want.
Then click on export.
"},"title":"Select multiple transactions for export"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/21ee8bbd8bc1cdd7/original/imm-Accdet-cat-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/cfe21f37-23b4-4c7f-a260-4e7d802b3e47/imm-Accdet-cat-EN-001"},"richBody":{"value":"Do you wish to select multiple transactions to categorize?
Then go to Accounts - Account details.
Now select all the transactions you want to assign the same category.
Or use the filter first and then select the transactions you want to assign the same category.
Now click on the blue action button "Add a category".
In case you selected transactions that already have a category assigned you get a warning in the popup "Overwrite categories".
You still have the possibility to cancel your choice if you don't want to overwrite existing categories.
Then you can select a category. The selected category will be assigned to all selected transactions.
"},"title":"Select multiple transactions to categorize"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/6af618d62554e1fb/original/imm-New-Acco-EN-003.png","transformBaseUrl":"https://assets.ing.com/transform/1b6f8065-4a04-4fcc-8ca9-1ced3f38e408/imm-New-Acco-EN-003"},"richBody":{"value":"Do you want to create a new professional account?
At the bottom of the accounts overview page, you can find a new link.
When you click it, a popup "Open new account" is displayed.
When selecting here the account type that you need, you are directed to the appropriate page in Business 'Bank where you can create this kind of accounts (after signing in on the logon page of Business 'Bank).
"},"title":"Links to Business'Bank for creating new accounts"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/4f01f8dbd7d51fa0/original/imm-New-Acco-EN-002.png","transformBaseUrl":"https://assets.ing.com/transform/a41bf6c3-d1ef-4261-9c62-1cd91735846b/imm-New-Acco-EN-002"},"richBody":{"value":"When you are on the account overview page and select one account you can export the account details and a list with all transactions (by clicking on "Export" next to the "Account details" title).
Instead of always displaying the account balance in the export document this becomes now optional and will only be displayed when the advanced option "Show account balance" is checked by the IMM-user:
"},"title":"Account balance is optional in export of transactions"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/14d7d041bfe131f0/original/imm-New-Acco-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/e27c11cd-850c-4094-b6e6-efbc2ce743e3/imm-New-Acco-EN-001"},"richBody":{"value":"The accounts overview page is now by default showing only the active accounts.
When you also want to see the inactive accounts, you need to modify the value in the "Account status" filter.
"},"title":"Filter on active accounts"}],"componentType":"accordion"},{"componentType":"sectionTitle","title":"Payments"},{"accordionList":[{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/763408e5a8ee0ce2/original/imm-benefscroll-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/1588f687-4a6c-4f30-a2a3-9259b623ed9f/imm-benefscroll-EN-001"},"richBody":{"value":"Select easier a beneficiary for a payment by using the scrollbar:
"},"title":"Easier selection of beneficiaries in payments"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/62fa505c404c0848/original/imm-New-Paym-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/cd241db1-8f9f-4308-9e37-0d10104ec302/imm-New-Paym-EN-001"},"richBody":{"value":"Categorization, adding a note and adding a document is now available for all your payments and transactions at every moment:
Define a default payment account for each dossier and create your payments even more efficient.
Steps:
Result:
When you first of all select the dossier while creating a payment, the ordering account is automatically populated with the default payment account of this dossier.
"},"title":"Default payment account in dossier"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/748eed4626aea00c/original/imm-dossAdvancedSearch-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/ed99cdd6-94a2-4df0-901f-d054f6171c3f/imm-dossAdvancedSearch-EN-001"},"richBody":{"value":"To search all transactions linked to 1 dossier:
"Find transactions" is displayed with automatic filtering on the accounts linked to the dossier .
"},"title":"Dossier - Advanced search"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/2ac69bcbf13bbbea/original/imm-Benef-doss-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/1d7c5b74-ea88-4dd4-ad4e-ea84d4c89b49/imm-Benef-doss-EN-001"},"richBody":{"value":"Do you wish to select multiple beneficiaries to link to dossier?
Then go to beneficiaries.
Now select all the beneficiaries you want to link to the same dossier.
Then click on the blue action button "Link to dossier", a popup "Link to dossier" is displayed.
Enter here an existing dossier, select an existing dossier by clicking on the dossier-icon or create a new dossier by clicking on the "Create new dossier".
Click now on the "Link" button and all the selected beneficiaries are linked to this same dossier.
"},"title":"Select multiple beneficiaries to link to a dossier"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/4257c70531a62876/original/imm-New-Doss-EN-002.png","transformBaseUrl":"https://assets.ing.com/transform/1abc470e-5da9-4048-8525-ed3559f03e9c/imm-New-Doss-EN-002"},"richBody":{"value":"Possibility for the dossiers of type "Under administration", "Debt mediation" and "Other" to add 2 client details instead of only one. This is as well possible during the dossier creation flow as on dossier detail tab of the dossier while editing the dossier:
"},"title":"2 client details and a residence address in dossiers"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/5dec3e3be27557ca/original/imm-New-Doss-EN-003.png","transformBaseUrl":"https://assets.ing.com/transform/f862a949-d634-4a12-961f-40df34541854/imm-New-Doss-EN-003"},"richBody":{"value":"Possibility to add a second address (the residence address) for each "Private individual" client detail of a dossier:
"},"title":"Possibility to add a second address"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/1cfdda8663fbf4d2/original/imm-New-Doss-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/1e24f51e-5840-4faa-aa82-1cafe9c0ba57/imm-New-Doss-EN-001"},"richBody":{"value":"With this feature you can add all your client's assets to a dossier in ING Multi Mandate. Also the assets that are not at ING.
These assets are also added to the report "Accounts under administration" when you add them to a dossier of type "Under administration".
"},"title":"Possibility to add \"Other assets\" to a dossier"}],"componentType":"accordion"},{"componentType":"sectionTitle","title":"Beneficiaries"},{"accordionList":[{"richBody":{"value":"Interested in importing your beneficiaries from Business'Bank?
Activate this feature by calling us on +32 2 464 60 04.
For more information consult the FAQ import beneficiaries.
"},"title":"Import beneficiaries from Business'Bank"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/249d1c2ff6d3a825/original/imm-New-Bene-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/f4312812-b03f-45a4-81f1-972ab8c45cdd/imm-New-Bene-EN-001"},"richBody":{"value":"A filter is added on the beneficiaries overview page with a search field. With this search field it's possible to search on the IBAN, name, address, dossier, communication or amount:
"},"title":"Filter on beneficiaries (1)"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/3f8648517b23e5e6/original/imm-New-Bene-EN-002.png","transformBaseUrl":"https://assets.ing.com/transform/453c071d-411c-474f-a329-e1a0f4e7df73/imm-New-Bene-EN-002"},"richBody":{"value":"A filter is added on the beneficiaries tab of a dossier with a search field. With this search field it's possible to search on the IBAN, name, address, communication or amount.:
"},"title":"Filter on beneficiaries (2)"}],"componentType":"accordion"},{"componentType":"sectionTitle","title":"Reports"},{"accordionList":[{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/16fa17a564849845/original/imm-reportdefaultperiod-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/c37c0703-b250-4b84-9e67-4a9b03303bbc/imm-reportdefaultperiod-EN-001"},"richBody":{"value":"The default period for a new report is from now on the "Last 12 months" (instead of the last month).
Example:
A report generated in November 2021, will have a default period from 01 Nov 2020 till 31 Oct 2021.
When a dossier is selected and this dossier has a start date less then 1 year ago, the default start date of the report is automatically set to the dossier start date.
These default values of the period of the report are of course always adjustable.
"},"title":"Reports: default period 1 year"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/66a446ad00d7602c/original/imm-New-Repo-EN-003.png","transformBaseUrl":"https://assets.ing.com/transform/5c5e7f02-8a79-48f6-b120-9d4b67d14f53/imm-New-Repo-EN-003"},"richBody":{"value":"There exists now a second version of the movement book: "Movement book - short version".
This movement book has a different layout and displays less details. Therefore it can display more transactions per page so that it gives a better overview.
The advanced options to show categories, notes and document names are not available.
"},"title":"New report template \"Movement book - short\""},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/7487bd0cca465ef0/original/imm-New-Repo-EN-002.png","transformBaseUrl":"https://assets.ing.com/transform/2ec57e5d-f5e5-42a5-995e-6c10fc6c01ab/imm-New-Repo-EN-002"},"richBody":{"value":"The account balance is now optional in the "Movement book" report and in the "Movement book - short version" report.
When you generate a new report of type "Movement book" or "Movement book -short version", you will see on the "Report settings" screen, below "Advanced options" the option "Show account balance".
When checking this option the line starting with "Account balance on ..." will be displayed in the heading of the report. It will not be displayed if you don't check the advanced option "show account balance".
"},"title":"Account balance is optional in movement book"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/6ee63c07f9791abc/original/imm-New-Repo-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/f5ef59d3-2954-44fa-9a84-841001eb523e/imm-New-Repo-EN-001"},"richBody":{"value":"The report template for accounts under administration is updated to the new version.
This new version contains some extra paragraphs:
A rule can now be applied to multiple search values.
Steps:
Result:
The category will be applied to all transactions with 1 of the specified search values.
"},"title":"Multiple search values in 1 rule"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/3a38f1d81ebb0e82/original/imm-rulesexport-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/c9add2d0-ae51-4b82-a881-0b927d99ed61/imm-rulesexport-EN-001"},"richBody":{"value":"xport of rules on the page Configuration > Rules management
Steps:
=> An Excel will then be generated containing the rules
"},"title":"Export of rules"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/580b91d6f2ba59d0/original/imm-rulesfilter-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/e80aa8f8-1a3f-4be9-9d5e-feb5fe17b3cc/imm-rulesfilter-EN-001"},"richBody":{"value":"Filter on rules on the page Configuration > Rules management
To filter the rules: Fill the search field + Click the "Search" button
You can search on:
When the search is applied, an information line is displayed with the number of search results.
To reset the search result, click on the "Reset search" link in the info line
"},"title":"Filter on rules"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/6b977c51a46c3058/original/imm-categoriesfilter-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/1e439e73-74a0-4abc-9ca4-985b96a71b65/imm-categoriesfilter-EN-001"},"richBody":{"value":"Filter on categories on the page Configuration > Category management
Filter the categories: Fill the search field + Click the "Search" button
You can search on:
Reset the search result: Click on the "Reset search" link.
"},"title":"Filter on categories"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/21778ce6d6047184/original/imm-newcat-EN-007.png","transformBaseUrl":"https://assets.ing.com/transform/fd38a91a-d5a0-4f0e-b3ce-e7b4dc0a1d72/imm-newcat-EN-007"},"richBody":{"value":"Create a new category when editing a transaction, when creating or editing a payment or when creating or editing a rule.
Steps:
"},"title":"Create a new category where you need"},{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/2c3aa1a9fd0578e8/original/imm-New-Rule-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/86b726d4-40a2-45b7-8f25-0d7e964a925d/imm-New-Rule-EN-001"},"richBody":{"value":"When creating a rule you have now more possibilities on where to look for the value to search in the transaction.
Before you could only search on the counterparty or on the message.
Now you can also search on the payment type and on the reference (only available when your HB Offline database is uploaded).
"},"title":"Rules extended in \"where to look\" field"}],"componentType":"accordion"},{"componentType":"sectionTitle","title":"General"},{"accordionList":[{"alignedImage":{"position":"bottom","extension":"png","original":"https://assets.ing.com/m/6cca806da1343474/original/imm-Rowsperpage-EN-001.png","transformBaseUrl":"https://assets.ing.com/transform/e9bd4097-ff74-49cf-92d3-375b307a7572/imm-Rowsperpage-EN-001"},"richBody":{"value":"When using the "Rows per page" feature you can view up till 500 dossiers, accounts or reports without using the pagination at the bottom of the page.
Go therefore via the menu to "Dossiers", "Accounts" or "Reports".
Click then on the triangle next to "Rows per page:" and select the number of rows you prefer to have on one page: 20, 50, 100, 200 or 500.
Your preferred setting will be "remembered" by the system.
"},"title":"Configure yourself the number of \"Rows per page\""}],"componentType":"accordion"},{"componentType":"highlight","richBody":{"value":"If you are having issues with certain features in ING Multi Mandate, don't hesitate to contact the ING Helpdesk / Business at Monday to Friday from 8 a.m. to 6 p.m.
"},"textLinks":[{"text":"+32 2 464 60 04","url":"tel:003224646404"}],"title":"Are you having trouble with any feature in ING Multi Mandate?"}]},"hasMacro":false,"id":"eddaf359-acc8-45ef-9e84-58fded67a7ad","localeString":"en-GB","mainHeaderZone":{"backLink":{"textLink":{"text":"Payments","url":"/en/business/payments"}},"componentType":"productHeader","coreHeader":{"headerImage":{"extension":"jpg","original":"https://assets.ing.com/m/405c8467a7f4dc24/original/ing-multi-mandate-1280-360.jpg","transformBaseUrl":"https://assets.ing.com/transform/bd544fcb-ddae-45b3-a2fc-afdf82bb253d/ing-multi-mandate-1280-360","type":"image","width":1280},"title":"What's new on ING Multi Mandate"}},"publishDate":"2023-06-23T10:39:46.795+02:00"}}