ACCOUNT MANAGEMENT
Centralised account management
Easily control your team’s permissions from one place, and connect to accounting software to seamlessly reconcile transactions and reduce your admin.
One login for all your needs
Say goodbye to chaos.
Small businesses often end up juggling banking, international payments and bookkeeping across different accounts and logins.
With a World Account, manage multiple currencies when receiving and paying, while staying on top of cash flow with clear reporting. Plus, set up tailored access for your team. All in one place.
Say goodbye to chaos.
Small businesses often end up juggling banking, international payments and bookkeeping across different accounts and logins.
With a World Account, manage multiple currencies when receiving and paying, while staying on top of cash flow with clear reporting. Plus, set up tailored access for your team. All in one place.
Team up but stay in charge
Simplicity. Flexibility. Control. It’s possible with the World Account.
Empower your team and accountants with predefined roles or create your own in a single click.
Tailored payment authorisations
Define payment rules to fit your business.
You not only choose who can authorise and process payments, but also where to and how much.
Rules are customised to meet your company policies, and you’ll get instant notifications when payments are authorised and made.
Cut the admin, reclaim your time
Sync your payments with industry-leading accounting software like Xero and NetSuite or via a dedicated API. Simplify bookkeeping with automatic reconciliations for up-to-date data and save time for what truly matters.
Xero
Perfect for small businesses; connect to Xero directly from your World Account and save time with daily syncing of your payments data.
NetSuite
If you run a medium-sized business, you can connect to NetSuite with your World Account to manage everything in one place and save time on admin.
Enterprise API
Large enterprise business? Contact us to find out how we can help you manage your business by connecting World Account to your internal systems.
Fast onboarding with MyInfo business
Speed through registration so you can get back to business faster. Use MyInfo Business for quick, accurate setup without the hassle of manual data entry.
Your security is our priority
Full visibility of your account
Receive instant alerts when money arrives and oversee your currency balances from one central online platform.
We're with you all the way
Reach out to our dedicated customer service team via chat, email or phone and connect with industry experts in your region.
Your money is safeguarded
Your money is safeguarded with tier 1 partnering banks in accordance with regulatory requirements.
FAQ
Account security & user managemen
To reduce the likelihood of fraudulent activity, we’re using a one-time password (OTP) SMS and email as a two-factor authentication (2FA) when you login, create payees, make transactions including a few other tasks on World Account.
You can update your email and phone numbers by visiting My account > Security settings. If you can not receive the email or SMS, there are three ways to retry:
- Click “Resend” to receive the OTP code, it should take 5-10 seconds
- Change OTP verification method by clicking “Change method”
- Upon login to the new portal, go to “Security settings” found in the top-right dropdown bar to update your 2FA phone number and email address. Contact us at +65 6805 4380 or [email protected] if you face further issues
Alternatively, you can use the Twillio Authy App to complete your two-factor authentications.
If you have the Authy App, you can complete verifications by simply clicking on a push notification without having to enter codes. You can download the Authy App and register with the same phone number you have on file with WorldFirst. And then, you can go to “My account” > “Security settings” in your WorldFirst portal to bind your Authy account. Refer to this guide for more instructions – https://www.worldfirst.com/sg/compliance/authy/
You can add new employees onto your World Account by following instructions:
- Click on the “My account” icon on the top navigation
- Scroll to “My team”
- Click “Invite a new user”. To invite a new user, you’ll need to enter their full name, the role you want to assign to them and their email address.
- The user will receive an invitation to sign up to your account. They will be required to verify who they are by submitting their identity documentation before they have access to the account.
- The new user will be shown in the “People” section of “My team”
Click the “Roles” under “My team” in your account, you can assign different sets of account permissions. As the account owner/an admin, you can assign users different roles for them to efficiently carry out their work while ensuring that your funds and information are protected.
Please refer to this guide for more details – What are Roles and how do I create one?
You can also create your own custom role by clicking on “Create a new role” and set your own bespoke permissions.
Please refer to this guide for more details – How do I create authorisation rules?
Done
If you’re a registered business that is a group, i.e., a parent with a subsidiary, you can register for more than one World Account.
You can also have these accounts linked together to view and manage your parent and subsidiary entities in a single view. Contact us for more information and support to group your accounts together.
- Click “My account”
- Scroll to “Sub-accounts”
- Click individual sub-accounts to switch between accounts or click on “All sub-accounts” to view the pooled balance of multiple accounts and link new sub-accounts
Explore what else we can offer
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