The Business Dashboard is the ideal all-in-one platform for your business finances. It lets you manage and register many things, so you can tailor it to meet your needs and enable your company to move forward 24/7.
Convenient administrator features
As an administrator, you have more powers. That gives you the freedom to respond more quickly to changes in your organisation and the management of business banking and insurance matters.
The administration portal makes life easier for you. Read on to find out more about these convenient features.
- All administrators have the autonomy and freedom to adjust a number of administrative tasks quickly and flexibly, directly in the KBC Business Dashboard
- As such an administrator, you can designate new administrators or remove existing ones.
- We do our utmost to ensure that as many requests and activations as possible are carried out digitally, and to limit the number of signatures needed for approval, enabling a more efficient process.
A practical administration portal with all your administrator features
Administrators have all the administrator features at their disposal in a single, convenient portal:
What administrators can now do
Manage users
Does your company already use the KBC Business Dashboard and one of the underlying apps, such as KBC-Online for Business, Go&Deal, e-DocBox or ComFin Touch?
As an administrator, you can give a new colleague access to these apps in the administration portal.
- The employee is already known to KBC
The new user can start using the Business Dashboard as soon as you have submitted the request.
- The employee is not yet known to KBC
You can also add new users of this kind. They can then complete the request digitally by confirming a number of details. Its quick, easy and completely secure.
As an administrator, you can assign a customised security method to a new user. You can also assign a different security method to an existing user.
Yes, you can also remove users.
Choose a customised dashboard
As an administrator, if you add a user to Online for Business, you can now choose from seven separate sections. Afterwards, you can easily adapt the sections and the underlying functions for each user.
(Administration > Users > Online for Business)
Read more about the various sections and functions below.
This section gives the user access to prepare payments, sign digitally and manage beneficiaries. However, you always need specific powers of attorney to validly sign transactions.
You can add or change these functions for the user:
- Credit transfers
A clear and easy way of transferring funds. Transfer money from your corporate account to your own accounts or third-party accounts. Both SEPA and International credit transfers are possible.
- Transfer from accounts abroad (TFB)
Transfer money from your foreign accounts at KBC branches (TFB) to your own or other accounts.
- Manage beneficiaries in TFB
Save recurring beneficiaries for your foreign accounts at KBC branches (TFB). This allows you to automatically insert the details of these beneficiaries when making payments. You can also edit or delete information on beneficiaries already saved.
- Upload payment files
Upload batched payment orders created with your accounting package and sign to have them processed here.
- Upload direct debit/LCR files
Upload batched direct debit collection orders created with your accounting package and sign to have them processed here.
- Standing order
Make recurring payments to suppliers automatically (standing orders). That way, you don't have to worry about them and you always pay on time. Manage your standing orders.
- Pay by direct debit
Give a supplier permission to directly collect current invoices via KBC. The amount will be automatically deducted from your corporate account.
- Manage mandates
Mandates ensure automatic settlement of outstanding invoices from customers, etc. Manage your mandates and easily create collection files for SEPA Direct Debits.
This section gives the user access to consulting account information and requesting new accounts.
You can add or change these functions for the user:
- Daily information
Intraday account information.
- Settled accounts
View the account information for all settled accounts in chronological order. These transactions can be viewed back to 10 years in the past.
- Customer accounts
Create a clear distinction between own and third-party funds. Open, close and manage your customer accounts (account for a specific file or customer).
- eGovernment
Use your e-business card to log in to government applications here.
The Investments section gives the user an overview of the term investments and securities.
You can add or change these functions for the user:
- Asset management report
Got an investment portfolio managed by KBC Asset Management? See related monthly reports including return-on-investment calculations, positions and transactions here.
With the Powers of Attorney section, the user can view the powers of attorney for accounts and request changes. However, to approve changes, a colleague with the power of approval must be appointed.
The Cards section allows the user to request a new debit and/or credit card.
You can add or change these functions for the user:
- Display card transactions
View your credit card transactions and request billing statements here.
- Display card settings
See your payment cards' settings here for:
– Limits (debit cards only)
– Paying online
– International card use
– Contactless payments
- Load prepaid card
Reload your KBC Business Prepaid Card(s) here
- Card settings management
Change your payment cards' settings here for:
– Limits (debit cards only)
– Paying online
– International card use
– Contactless payments
After activating the Insurance section, you can add or change user-specific functions.
- Business property
- Consult the policy
This shows you your details for each insurance policy (like cover and premiums) - File claims
If you are covered against damage and your buildings have unexpectedly incurred damage, you can quickly file your claim online here
- Consult the policy
- Vehicles
- Consult the policy
This shows you your details for each insurance policy (like cover and premiums). - File claims
If you are covered against damage and your vehicles have unexpectedly incurred damage, you can easily file your claim online here.
- Consult the policy
- Business operations
- Consult the policy
This shows you your details for each insurance policy (like cover and premiums). - File claims
If you are covered against damage and, for example, your machinery has unexpectedly incurred damage, you can easily file your claim online here.
- Consult the policy
- Persons
- View accident insurance
See your insurance policy information like cover and premium details here - Accident claims
This lets you make accident claims, complete saved claims and send documents to KBC Insurance/CBC Assurances online - View accidents
This lets you track your claims, view accident prevention information, and send documents for claims to KBC Insurance/CBC Assurances online
- View accident insurance
- Group insurance and hospitalisation
- View group insurance
This lets you see details of your group insurance, including insured categories and forms of cover. You’re shown personal and professional details for each member, including salary details, accrued pension reserves, premiums and insurance cover - Annual registration of employee salaries
This is where you enter new salary details for group insurance and consult the salaries during the annual management - Documents and files
This lets you access group insurance and/or group hospitalisation insurance files and/or documents like premium statements (including salary details). You can also add your e-mail address to get messaged when a new document is available - Manage employees
This lets you add new employees to your group insurance. You can also change the details of an employee under the scheme, like for a termination of employment, change of address or change in the employment percentage
- View group insurance
The Financing section gives the user an overview of credit taken out by your company. Separate powers of attorney are needed to draw down credit.
You can add or change these functions for the user:
- Request reports for repaid credit
See your closed credit files' transactions.
- Draw down investment credit
Planning a business investment? Use an investment loan to finance the expenses. Choose from a wide range of repayment options and specify the term. Interest and costs are tax-deductible.
- Local authority reports
Request reports on your commercial loans as a local authority. Use the electronic report and upload it to your municipality system.
Manage apps in the administration portal
You can quickly request all apps online in your administration portal in the KBC Business Dashboard.
The request and approval process for Go&Deal, eDocBox, Flexims, KBC Invest for Business, ComFin Touch and KBC Business is entirely digital, which means the branch does not have to get involved.
- You can now add new companies to the app, if they are named in the Business Dashboard Agreement. Adding them can be done via your administration portal.
- If you want to add completely new companies to an app when they're not named in the Business Dashboard Agreement, that's possible too. However, you'll then need the Corporate Centre to assist you.
As an administrator, you can use the portal to add an additional administrator to an app. They will also have administrator powers for the KBC Business Dashboard and will also be able to perform administrative tasks with increased autonomy in their administration portal.
Check powers of attorney for accounts in the administration portal
- All KBC Business Dashboard administrators can easily search for and view power of attorney details directly from their administration portal in the KBC Business Dashboard.
- A convenient filter function allows you to search quickly by agent holding the power of attorney or by account.
Tip: you can also give other KBC-Online for Business users access to this feature. - If you not only want to search for and view power of attorney details, but would also like to manage them, contact your KBC Corporate Centre. They will be happy to tell you everything you need to know about the free e-powers of attorney app, which allows you to view, update and delete powers of attorney online and in real-time.
Request certificates
- Certificate attesting to the identity of the account holder
- Industrial accidents certificate
- Internal health & safety annual report
- Certificate of customer standing
- Auditor's certificate
Communication
Our standard practice is to send documents in digital form to the company. As an administrator, you can view them in the document overview of your Business Dashboard.
The documents relate to all the companies in your Business Dashboard and include loan contracts, certificates, invoices and legal communications.
As an administrator, you can set up an e-mail address to receive e-mail notifications when:
- A payment has been held up
- Important or legal documents are received
An additional benefit
As an administrator, you can create a link to your accounting software.
If you have any other questions about the KBC Business Dashboard or are looking for more information, just click the link below to be taken to a number of frequently asked questions:
