Please click on the link below to find useful guides to help you get started and use your service.

Virtual Accounts Service Support

Client Account Manager

Guide update July 2023

Support video

General Client Account Manager Overview

(► 10m:29s)

"How-to" videos

How to Manage Users on Client Account Manager

(► 1m:18s)

How to switch off Dual Authorisation on Client Account Manager

(► 1m:12s)

How to add Clients and Client Accounts

(► 3m:01s)

General Navigation within Client Account Manager and how to Extract Data

(► 2m:03s)

How to Run a Report

(► 3m:03s)

How to Set-up Auto Allocation Rules to Manage Funds using an Exception Account

(► 2m:05s)

VA to VA Payment File Mapper

(► 4m:23s)

How to Bulk Upload Client Account

(► 4m:53s)

How to Close Client Accounts

(► 3m:54s)

Client Account Manager Helpdesk contact details

Email: Client Account Manager Helpdesk or call us, Monday to Friday 8.00 am–5.00 pm, on: 0345 731 3146

Bankline only

Access to your Virtual Accounts Service is via Bankline.

If you require any support in setting up or using Bankline, please refer to the Bankline Support Pages or call the Bankline helpdesk on:

0345 300 4108

+44 1268 502 128 (outside the UK)

18001 0345 300 4108 Relay UK

8am to 5pm, Monday to Friday. Calls may be recorded.

Or get in touch 24/7 via the 'Chat to Cora' button. Cora our digital assistant will help with your query and connect you to the right team.