KBC now providing your documents and account statements in digital format in the Business Dashboard

KBC now providing your documents and account statements in digital format in the Business Dashboard

Since the end of last year, KBC has been sending you as many of your company-related messages and documents as possible via the Business Dashboard instead of on paper. Not only is this a more efficient and secure service, it’s also better for the environment.

On 1 April 2021, we will also start providing account statements in a different way. How this will affect you is set out below.

Your company already uses the Business Dashboard

If so, we’ll use this dashboard to keep you fully informed from now on.

This is also where you’ll find all your account information and communications. It’s the quickest way for you to receive all our messages and information and also enables us to provide you with the best possible service.

Important: starting in April, we will also stop sending account statements by post. We recommend that you set up a digital subscription to receive your statements automatically at regular intervals.

Your company doesn’t use our digital apps yet

Even if that is the case, a number of things are due to change in relation to our services, rates and charges:

  • As of 1 April 2021, you will no longer be able to print your account statements at the self-service terminals in our KBC branches.

  • Your communications will be grouped together and sent to you by post no more than once per month, with the exception of urgent communications.

  • The charge for receiving account statements by post will be adjusted to 2.50 euros/month per account and per addressee. The charge applies to both current and savings accounts.

    If you currently receive these documents on a daily basis, the charge will increase to 25 euros/month per account and per addressee.

  • If no transactions are carried out on an account in a particular month, we will not send any statements for that period and no charge will be made.

    Important: we also regard the crediting of interest on your savings account as a transaction, for which you will receive a statement that month by post.

FAQs

If you'd like to find out more about your digital communications, be sure to check out these FAQs on documents and account statements.

Documents

As standard, we send your documents to the document overview of your Business Dashboard.

General documents which don't contain any sensitive information can be found in the document overview of the Business Dashboard.

This includes:

  • Loan documents
  • Documents dealing with amendments to regulations and changes to rates and charges
  • Documents relating to investment and insurance products in the name of your company

In effect, the overview is a digital archive whose documents can be viewed by the administrator, legal representative and full mandate holder.

You can also find invoices in the document overview. The administrator can grant additional users authority to view them.

In addition, some of these documents are shown in context:

  • Loan documents
  • Non-life insurance documents

Any user with the correct authorisation can view these documents.

Good to know
We also send some documents by post. This might happen if the document is intended for a specific person, or it contains a return envelope. Examples include insurance documents such as insurance certificates (green cards) and premium payment notices.

Which documents cannot be found in the document overview?

  • Group insurance documents
    These can be found in the secure section of your Business Dashboard as they contain sensitive information. This means that only users with the proper access and authorisations can view them.

  • Billing statements and certificates containing sensitive information
    You can choose whether we send these documents to your document overview or to specific users.

  • Non-digital documents
    Some documents, such as certain non-life insurance policies, are not yet available digitally and are sent to you by post.

  • Actions
    As standard, notifications to do things appear under 'Actions' in your Business Dashboard.

If you're the Business Dashboard administrator, legal representative or full-mandate holder, click ‘Messages’ at the top right of your screen and then ‘Documents’ to view and download your messages and documents.

As standard, only the legal representative, full-mandate holder and the Business Dashboard administrator can view documents.

You can also authorise specific users under ‘Reports’ to view invoices and receive billing statements and confidential certificates.

We'll send you an e-mail when there are legally required and other important documents for you. You can set up three e-mail addresses per company to receive notifications.

Click the name of your company to get an overview of the administrators.

You can download your documents, which can then simply be e-mailed in attachment and printed off.

Click ‘Administration’ > ‘Communication’ > ‘Notifications for important documents’ > ‘Change e-mail addresses’.

No, there are only two options open to you:

  • Either all administrators may view and download digital communications (standard arrangement).

  • Or none at all may view and download digital communications. If you prefer this arrangement, get in touch with your KBC contact.

No they can't. Certain documents, such as invoices, confidential certificates and billing statements can be picked up under 'Reports' in the Business Dashboard.

You decide which users are granted access to view or receive those documents.

They are kept for at least seven years. Unless you delete something yourself, you can always find your new and old administration in the Business Dashboard.

No, you can always access your KBC documents in the Business Dashboard. If you'd like to use additional functions or wish to grant other users access to view documents, your company will need to create an external Doccle account.

  • One central platform

    Receive documents from KBC and other Doccle partners in one central location. At the same time, all KBC documents remain accessible in the KBC Business Dashboard.

  • Ability to pay invoices

    Use the KBC Payment Button to go to the familiar KBC environment, where invoices can be paid right away. Mobile payment can also be made, without the need for a card reader.

  • Ability to share documents

    Share bank documents with an employee or invoices with an accountant. This can be done in a swift, secure and simple way with Doccle.

You can find the invoices for banking services (including leasing) in the document overview of your Business Dashboard or in the Business App. To display the overview, select ‘Messages’ in the main navigation panel and then ‘Documents’.

Business Dashboard administrators, legal representatives and full mandate holders can view all documents, including these invoices. Administrators can also grant -other users authorisation to view KBC invoices. 

Learn more in this handy guide.

As standard, KBC invoices are sent in PDF format. However, the administrator can elect to receive them in UBL format too. The two ways to receive invoices are therefore:

  • By e-mail (with the invoice attached in UBL and PDF format)
  • As a UBL file (directly via an existing Peppol account)

Account statements

Your company already uses the KBC Business Dashboard and you receive your documents in digital format.

We’ll stop sending your statements by post because you now have online access to your account information at all times. You can also download everything whenever and wherever you want and also print out your statements.

You still receive your account statements by post after 1 April but would like to stop doing so.

Get in touch with your KBC contact

Our handy guide shows you how to request your statements in the Business Dashboard and in Touch.

Request your account statements online

You can find them under ‘Reports’.

You always have online access to all your details going back 10 years.

We will continue to send the statements by post. The charge for receiving statements for current and savings accounts by post changes on 1 April 2021.

You receive statements every month

The charge increases to 2.50 euros/month per account and per addressee.

You receive statements every day

The charge increases to 25 euros/month per account and per addressee.

As of 1 April 2021, you will no longer be able to print account statements at our self-service terminals.

You already have Mobile or Touch

We’ll stop sending your printed statements by post. You can always find information about the account-holder’s account in Mobile and Touch.

You don’t have Mobile or Touch

You’ll receive your account statements by post every month.

You use the Business Dashboard

You can retrieve your own digital statements in the Business Dashboard.

You only pay for months in which statements are generated, i.e. whenever a transaction is carried out on your account.

Please note that we also regard the crediting of interest on your savings account as a transaction, for which you will receive a statement that month by post.

No, nothing will change for this type of account.

The only thing you won't be able to do at such a terminal on or after 1 April is print out account statements. Other functions, such as those for transferring money or updating your details, will remain in place.

Requesting your account statements online

  • Log in to your Business Dashboard
  • Go to ‘Accounts’ and open ‘Account information’
  • Click ‘Request statements of account’, then ‘New subscription’ (optional)
  • Pick a file format (PDF or CSV)
  • Hit ‘Request statements of account’
  • Log in to Touch
  • Click ‘Account statements’ at the top, then ‘Get e-statements’*
  • Select the accounts you want statements for
  • Pick a file format (PDF or CSV)
  • Set how often you get statements automatically through Touch (optional)
  • Hit ‘Get e-statements’

Questions?

If you have any other questions regarding digital communication, get in touch with KBC.

Corporate Banking

Contact your relationship manager

Business

Helpdesk KBC Business Dashboard: 016 43 25 18
(Mon–Fri: 8 a.m. to 10 p.m and Sat: 9 a.m. to 5 p.m.)

Or

Contact your branche