Note: If you require Aiwyn payouts to flow directly to multiple bank accounts based on an invoice's respective business entity, contact Aiwyn Support for configuration and testing.
Consider the following scenario to help determine if this configuration is required at your firm:
| Bank Account | Business Entity |
| Bank of American Account #1000 | Learning Network |
| Bank of American Account #2000 | Valuations |
You want payments made in Aiwyn from Learning Network originating invoices to be paid out to Bank of America Account Number 1000, and then payments made for Valuations originating invoices to pay out to Bank of America Account 2000.
This Multiple Business Entity split can occur with the correct configuration in place. Once in place, the following client experience is shown in the client portal:
1. When a user accesses their client portal and is viewing invoices from multiple business entities, the business entity, account name, and invoice number are shown:
2. Client portal users are made aware they have outstanding invoices from more than one business entity (if applicable).
3. Client portal users are informed they may only pay invoices from the same business entity at a time. Meaning they may have to make multiple payments during their same session.
Reports
Each bank account connected to Aiwyn must receive its own set of daily payment reports.