How to save a recipient in the admin panel?

Igor Klimkowicz
Jul 28
1 min read

Updated: Sep 3

In the interest of convenience and saving time for our users, we have introduced a new feature in the Sparados admin panel – the ability to save transfer recipients. With this solution, once you enter a recipient's details, they will be available for future transactions, eliminating the need to re-enter account numbers or recipient information each time.

This is an ideal feature when you need to make regular payments or want to find a previous recipient. The ability to save a recipient not only makes financial management easier but also speeds up the entire transfer process while minimizing the risk of errors. Here's how it works:

Go to the New Transfer tab – just as if you were making a standard transfer.
In the Recipient section, a new button has appeared for saving Contractors.
Fill in the recipient's details
Account number – IBAN*
Custom recipient name – A name visible only to administrators for easier identification of the recipient
Recipient name – First and last name or company name
Recipient address, Postal code, City – Company address

Wpisz NIP oraz Numer BIC/SWIFT

After filling in all the details, press the previously mentioned SAVE RECIPIENT button. From now on, the recipient will be available in the SAVED RECIPIENT dropdown list. All the information will be filled in automatically!