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Showing articles from Getting started tag

How can I use Treyd before onboarding is complete?

You can start setting things up before onboarding is finished. Add suppliers and customers, and create draft orders. You won’t be able to sign or submit orders until onboarding is complete.

How long does Treyd onboarding take?

It usually takes 10–20 minutes to complete and about 1 business day for review, depending on your information.

How often do I need to update my KYC?

KYC needs to be reviewed and renewed once a year, or earlier if your business details change.

How often is my credit limit reviewed?

Reviews typically happen around 4-6 times per year depending on your connections and how we receive your financial data.

What should I do if I made a mistake in my onboarding?

You can update your information before or after submission if needed. Contact support if you need help.

How long does it take to connect my accounting system?

It usually takes a few hours for the connection to complete and data to start syncing.

Credit limit explained

Your available credit limit shows how much you can finance with Treyd at any given time. This article explains how limits work, why they change, and what to do if your limit is reduced or paused. What your credit limit means Your credit limit is the total amount you can use to place orders. * It’s not fixed a…

Can I disconnect my bank account?

Yes, you can disconnect your bank account at any time from the Company page.

Why is my onboarding taking longer than expected?

Delays can happen if information is missing, needs verification, or if additional checks are required.

How long does it take to connect my bank account?

The connection is usually completed within a few minutes once you’ve approved access.

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