Account limits

Account limits flow

To create account limits you first must create:

1. Account limit code - an optional step. The limit code defines the limit subtype.

2. Account limit type - a mandatory step. The limit type defines the way how the limit is applied.

3. Account usage limit default rule - an optional step. You can create default usage rules if you want to assign some default limits to currency accounts.

Create account limit code

1. Accounts > Settings > Limits setup.

2. From the content menu choose Usage limit types and codes.

3. Scroll the page to the Usage limits codes.

4. Click the Add new code button.

1. Fill in the account limit code parameters > Save.

Create account limit type

1. Accounts > Settings > Limits setup.

2. From the content menu choose Usage limit types and codes.

3. Find the Usage limit type section, click the Add new type button.

1. Fill in the parameters > Save.

Create account usage default rule

1. Accounts > Settings > Limits setup.

2. From the content menu choose Usage limit default rules.

3. Click the Add new rule button.

1. Fill in the default rule parameters.

Create account limit

1. Open the account view page.

2. From the content menu, choose Limits > click the Add Limit button.

1. Fill in Limits information > click the Add limit button > fill in the limits parameters > click the Add limit button.

View account limits

1. Open the account view page.

2. From the content menu, choose Limits.

3. To view only the valid limits, select the Only valid checkbox.

Modify account limits

1. Find the account limit in question.

2. Click the pencil sign to modify the limit.

3. Enter a new Limit amount > click the Change limit button.

Terminate account limits

The BackOffice allows you to terminate account limits by invalidating them. To do that:

1. Find the account limit in question.

2. Click the cross sign to terminate the limit.

1. Click the Terminate limit button to confirm the action.