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Showing articles from Getting started tag

Can I remove or update a POA?

Yes, in order to remove or update a POA, please contact support and we’ll help you make the changes.

What should I do if my bank isn’t listed?

Contact support and we’ll help you find a solution or alternative way to share your data.

Why should I connect my accounting system?

Connecting your system helps keep your financial data up to date and allows us to assess your credit limit more accurately.

Why should I connect my bank account?

Connecting your bank account helps us assess your business faster and provide a more accurate credit limit.

Understanding Treyd’s onboarding process

Getting started with Treyd is quick and straightforward. This guide walks you through what to expect, what information you’ll need, and how long the process usually takes. What onboarding includes To get set up, we’ll ask for a few key details about your business: * Company information Legal entity details …

What’s the difference between signatory rights and POA?

Signatory rights allow a user to sign specific actions, while a POA gives broader authorization to act on behalf of the company.

What should I do if the connection fails?

Try reconnecting from the platform. If the issue continues, contact support and we’ll help you troubleshoot.

What should I do if I made a mistake in my onboarding?

You can update your information before or after submission if needed. Contact support if you need help.

How long does it take to connect my accounting system?

It usually takes a few hours for the connection to complete and data to start syncing.

Who can sign a Power of Attorney (POA)?

Only authorized users with signing rights can sign a POA request.

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