FolioPactSet up your workspace and bank or cash accounts
An organisation is your private workspace. A lender entity identifies who lends the money. Bank and cash accounts belong to an entity and carry their own currency. Account setup is available; live financial posting is still restricted.
Create and confirm your account
Choose Create account, enter your email and a unique password, and follow the confirmation email. If the link expires, return to sign-in and follow the account instructions. Keep confirmation links private.
Verify your authenticator
Choose Set up authenticator, scan the QR code in your authenticator app, and enter its six-digit code. Treat the QR code and manual setup key as secrets. Subsequent sign-ins require authenticator verification.
Create the workspace
In the private workspace, enter Organisation name and Initial lender entity, then choose Create workspace. Use the legal or operational entity that owns the book.
Add a bank or cash account
Under Bank and cash accounts, enter a nickname, bank name where applicable, three-letter currency code, lender entity and Kind. Use a masked identifier such as ****1234. Choose Save account.
Verify the saved details
Wait for Account saved, reload the workspace and check the record. An error or loading message is not evidence that an account saved. Owners can edit the descriptive details and archive or reactivate an account.
Check your result
- The saved account appears after reloading.
- The entity, currency and bank/cash kind are correct.
- Only the masked final characters of the account identifier are visible.