There are two ways to fund your team's Polymaze account.
1) Request funds from your finance team*
You can generate and send an invoice to your finance team directly on the platform. Once we receive payment from your finance team, we will credit the funds to your account. To request funds this way, you can follow the steps below:
i) Set up billing profile with your finance team info
You can add and modify billing profile by visiting Team Profile -> Billing -> Billing Profiles -> New button.
ii) Associate your team/subteam with the appropriate billing profile
After billing profile is set up, you can update your team's default funding source by visiting Team Profile -> Billing -> Funds -> Select the billing profile in the default funding source drop down list.
iii) Send an invoice to your finance team
By visiting Team Profile -> Billing -> Funds -> Add funds button. After you fill out the amount you wish to add to your Polymaze account and hit "send", invoice will be emailed to the contact listed on the billing profile.
iv) Finance team to initiate payment to the Polymaze team
Payments can be sent to Polymaze via ACH or wire to the bank account listed on the invoice. We do not recommend mailing checks to fund your account as it can cause significant delays. If you have any questions on making payments to Polymaze, please contact our support team at email@example.com.
Between the time of request to when Polymaze receive payments, funds will be shown under "Pending Requests"
2) Request funds from your parent team (Applicable to companies with more than one teams with Polymaze)*
If you have more than one team on Polymaze, you can fund the parent team account and funnel funds to the subteam as needed (See here for more information about parent team account "What is a "parent account"?"). Transferring of funds from parent to subteam is effective immediately. To request funds this way, you can follow the steps below:
i) Associate your team/subteam with the appropriate billing profile
Update your team's default funding source by visiting Team Profile -> Billing -> Funds -> Select "Parent team" as the default funding source
ii) Transfer funds from parent team to subteam
You can do so by visiting Team Profile -> Billing -> Funds -> Add funds. Once you click "Send", funds request will be generated to the fund manager in your parent team (Any user with the "Manage funds" permission on the parent level). Funds will be transferred to the subteam as soon as parent team fund manager approves the fund request.
*Bear in mind that you need to have the "Request Funding" or "Manage Funds" permission to utilize this function. For users with only "Request Funding" permission, your fund request will be subjected to approval by users with "Manage Funds" permission before invoice is sent/funds is transferred from parent.