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Recipient Not Found?

Attempting to send a payment to a recipient you just created, but your search is coming up empty?

Domestic Recipient

Most commonly, the recipient has the Bank Country configured as US.

While the system allows for US bank country recipients to be created(more on that topic here), domestic wires are generally not supported in PayRecs. We recommend utilizing your online banking platform for domestic wires.

Recipient Status

Recipients will only appear in the search when they are in an "Approved" status. Draft, Pending Approval, Rejected beneficiaries will not appear in the search.

Lack of Account Entitlement

This scenario will require either a Q2 Admin user or your Financial Institution's representative to be involved to investigate account entitlements.

Example scenario:

  1. Account: XXXX9007

    1. User A has View & Withdraw Entitlements to account 9007

    2. User B has no entitlements to account 9007

  2. User A creates a Recipient with 9007 as the mandatory funding account

  1. User B will not be able to search for this recipient unless their entitlements allow View & Withdraw on account 9007 in Q2.

  2. If changes are made in Q2 for a user, select Sync From Platform in order to pull the changes over. The user will also need to SSO back into PayRecs for the changes to take effect

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