Follow the below steps to set up your Barclays Corporate account for payments with Crezco.
Before processing payments using Barclays Corporate, you will need to enable Third Party Permissions within your online banking, and turn off multi-step authentication.
You will need to complete these steps before using your Barclays Corporate account to make payments using Crezco and/or Xero Bill Pay.
Enabling Third Party Payment Permissions
Please follow these steps to enable third-party payment permissions on your Barclays Corporate account:
- Navigate to Administration at the top of your screen
- Navigate to Role Profiles
- Expand the ‘Third Party Permissions’ section
- On the permission ‘Default - Third Party Permissions - Payment Permissions , View, Input and Authorise’, click the three dots
- Click ‘Assign Users’
- Assign these permissions to the applicable users
- Click ‘Next’
- Click ‘Confirm’
Once this is done you are able to process payments using third parties such as Crezco and Xero Bill Pay. Our Help Centre guide on Barclays has additional guidance for processing payments.
Removing multi-step authentication
Please follow these steps to remove multi-step authentication on your Barclays Corporate account:
- Log in to your online banking, and head to "Workflows"
- Head to "Payment Permissions" and deselect the "Authorisation needed" checkbox.