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Manage Accounts

Create different accounts within the platform to manage your finances more efficiently.

Pesawise is a user-friendly platform that enables companies to manage multiple accounts effortlessly. Users can create up to five distinct accounts and choose which one to receive payments in or use for making payments. This feature significantly improves fund reconciliation, allowing users to keep track of their incoming and outgoing funds. Additionally, Pesawise allows users to assign different mobile numbers to each account, so they receive notifications whenever there is a transaction. This ensures that users stay updated on their account activity in real-time.

Creating an account.​

By default a company account is created for you when you sign-up on the plaform. This account is named after the company you have registered and you can choose to keep using it or add more accounts for different uses.

To create an account within the platform:

  • Select the accounts tab from the left pane and click Create new account.
  • Enter the name you wish to name the account.
  • Select the currency you will use the account for. For now you can select from either KSHS or USD.
  • Click Submit to create a new account. This account created then shows under the Accounts Tab.

Top up an account.​

To add funds into specific accounts:

  • Select the Top up button adjacent to the account.
  • Choose how you want to top up. Can either be Bank Transfer or Mobile Money Transfer.

Bank Transfer to Top Up Account.

To Top Up an account via bank transfer, use Pesalink on your online banking system to transfer money into the Pesawise account. The account number 0845762001 is a DTB account number used by Pesawise for receiving and holding client money.

There is a specific Reference that ensures the money is transferred to that particular platform account. On the banking system use the account number provided and input the reference PW11----- to transfer into the account. The money will reflect into the account in real time and you can start making payments seamlessly.

Mobile Money Transfer to Top Up Account.

To Top Up an account via Mobile Money:

  • Go to the Safaricom application or get Mpesa Under Safaricom.
  • Select Lipa na M-PESA and choose Pay Bill.
  • Enter business no 516600.
  • As your account number, enter the unique Reference found in the Pesawise platform when you select Mobile Money Transfer.
  • Enter the amount then input your pin and complete your M-Pesa transaction.
  • The funds instantly reflect once the M-Pesa transaction is complete.

Settings​

The settings button next to each account allows users to Change the name of the account and also update the phone number that receives alerts during transactions.

Note: If a user wants to create more than five accounts, you can get in touch with us at Pesawise to customize your experience.