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Showing articles from Getting started tag

Why can’t I select a user for POA?

The user must already be registered and verified on the platform before they can be assigned POA.

Who can sign a Power of Attorney (POA)?

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

How can I use Treyd before onboarding is complete?

You can start setting things up before onboarding is finished. Add suppliers and customers, and create draft orders. You won’t be able to sign or submit orders until onboarding is complete.

Why do I need to complete KYC?

KYC is required to verify your business and comply with financial regulations. It allows you to use Treyd and access your credit limit.

How can I increase my credit limit?

You can improve your chances by connecting your accounting system, sharing updated financials, and maintaining a strong repayment history.

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.

Will I need to upload documents?

Not always. In some cases, we may request supporting documents during the review process.

Why did my bank connection disconnect?

Bank connections automatically expire after 90 days. You’ll need to reconnect to continue sharing data.

How often do I need to update my KYC?

KYC needs to be reviewed and renewed once a year, or earlier if your business details change.

Connecting Your Bank Account

Connect your bank account to share transaction data securely with Treyd. This helps us assess your business faster and offer a more accurate credit limit. Before you start Make sure you have: * Access to your company’s online banking * Authorization to connect the account (e.g. signatory or admin rights) * Ma…

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