To save your time and make payment process more efficient, you can set up Counterparties in your Okeo account. This way, you won’t need to input the information of your Counterparties each time you want to make a transfer. To do this, just follow these steps:
- Log into your Okeo account
- Select and Counterparty
- Click + icon on the left side panel
- Fill in the information of a Counterparty
- You can check symbol to mark the Counterparty as a trusted company or to mark it as private
- Click Save changes
Your counterparties will be shown under Payments -> Counterparty. There you can search for a specific counterparty, click on it and select icon to edit it.