ACCOUNT MANAGEMENT
集中式帳戶管理
統一輕鬆控制團隊權限，無縫對接交易對帳，減少會計管理工作。
一鍵登入，盡享便捷
告別繁瑣操作
中小企業主再也無需在多帳戶及登入介面之間頻繁切換，親自處理這些複雜的銀行業務，WorldFirst帳戶可讓您一站式處理銀行事務、國際匯款及帳目記錄。
藉助 WorldFirst帳戶，管理收款和付款的多種貨幣，還提供清晰的財務流水信息，有助於您精準掌握現金流。此外，您亦可賦予團隊成員個人化的權限。一站式服務。
告別繁瑣操作
中小企業主再也無需在多帳戶及登入介面之間頻繁切換，親自處理這些複雜的銀行業務，WorldFirst帳戶可讓您一站式處理銀行事務、國際匯款及帳目記錄。
藉助 WorldFirst帳戶，管理收款和付款的多種貨幣，還提供清晰的財務流水信息，有助於您精準掌握現金流。此外，您亦可賦予團隊成員個人化的權限。一站式服務。
攜手共進，掌握全局
簡單、彈性、可控！WorldFirst帳戶使一切成為可能。
賦予團隊與財務無縫式協作的能力，預設角色或一鍵自訂角色
個人化付款授權
定義符合您業務需求的付款規則。
您不僅可以授予其他團隊成員的帳戶使用權和處理付款權限，還能決定付款帳戶和金額上線。
規則可以根據公司政策進行自訂，並在授權和執行付款時，您會立即收到通知。
減少管理工作，贏回寶貴時間
透過領先業界的會計軟體（如 Xero 和 NetSuite）或專用 API，同步您的付款數據。透過自動對帳簡化簿記作業，獲取最新資料，為您節省寶貴的時間，用以處理真正重要的事情。
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.
保障您的資金安全是我們首要任務
全面掌控您的帳戶
多幣種線上管理平台，資金到帳即時提醒，餘額變動一目瞭然。
我們全程相伴
透過聊天工具、郵件往來或電話聯繫我們專屬客服團隊，與您所在地區的行業專家交流。
為您的資金提供安全保障
客戶資金由一級合作銀行妥善保管，嚴守監管標準。
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
