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Document bank connection 2FA and platform tip clarifications #24

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Document bank connection 2FA and platform tip clarifications #24

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9 changes: 7 additions & 2 deletions fiscal-hosts/bank-account-synchronization.md
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Expand Up @@ -21,8 +21,9 @@ Before you can set up Off-Platform Transactions, make sure you have:
1. **Fiscal Host Status**: You must be set up as a Fiscal Host on Open Collective
2. **Feature Access**: Your account must have access to the Off-Platform Transactions feature (this may require a platform subscription upgrade)
3. **Administrative Permissions**: You need admin access to your Fiscal Host account
4. **Bank Account Access**: Valid credentials for the bank accounts you want to connect
5. **Supported Region**: Your bank must be located in a supported region (US or Europe)
4. **Two-Factor Authentication**: [2FA enabled on your user account](../advanced/security-for-accounts/two-factor-authentication.md). You are prompted for a code when starting a new bank connection.
5. **Bank Account Access**: Valid credentials for the bank accounts you want to connect
6. **Supported Region**: Your bank must be located in a supported region (US or Europe)

### Step-by-Step Setup Guide

Expand Down Expand Up @@ -121,6 +122,10 @@ To view and manage your imported transactions:

## Troubleshooting Connection Issues

**Connection could not be verified**:

If you see a message that the bank connection request could not be verified, the authorization session expired or was interrupted (for example, if you took longer than about 30 minutes at your bank, or completed the flow in a different browser). Return to **Connected Bank Accounts** and start a **New Connection** again from the beginning.

**Connection Fails to Sync**:

1. Check the connection status on **Connected Bank Accounts** — an **Expired** badge means you need to reconnect
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2 changes: 2 additions & 0 deletions fiscal-hosts/expense-payment/paying-expenses-with-wise.md
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Expand Up @@ -38,6 +38,8 @@ These fees are paid by the Collective the expense was submitted for. This means

## Connecting Wise <a href="#connecting-wise" id="connecting-wise"></a>

Before connecting, make sure [two-factor authentication](../../advanced/security-for-accounts/two-factor-authentication.md) is enabled on your user account. You are prompted for a code when you start the Wise connection flow.

* Go to [Open Collective](https://www.opencollective.com/).
* Navigate to your Fiscal Host Dashboard > Settings > Sending Money.&#x20;
* Click on the _Connect Wise_ button;
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8 changes: 6 additions & 2 deletions giving-to-collectives/platform-tips.md
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Expand Up @@ -12,18 +12,22 @@ When you are making a [contribution to a collective](../giving-to-collectives/co

#### What is a platform tip?

A platform tip is a donation to the Open Collective platform which is added on to your contribution.
A platform tip is a voluntary payment to support the Open Collective platform. It is separate from your contribution to the collective — only the amount you designate for the collective counts as your contribution.

By adding a platform tip, you’re helping us keep the platform running smoothly and enabling us to add new features.

#### Where is my platform tip going?

When you add a platform tip to your total, you’re giving to the Open Collective platform, in addition to your chosen Collective.
When you add a platform tip, you are paying the platform operator (OFiTech) in addition to your chosen collective. Your fiscal host collects the tip on the platform’s behalf and remits it separately from collective funds.

The Open Collective platform remains sustainable due to our investors and the platform fees from hosts. [You can find out more about our pricing here](../why-open-collective/pricing.md).

However, your optional platform tips also play a huge role in helping us to maintain and improve the platform.

{% hint style="info" %}
Platform tips are receipted separately from your contribution to a collective. A tip receipt indicates that the payment went to the platform and is not a charitable contribution to the host or collective.
{% endhint %}

#### Adding a platform tip

Click on any Collective, and access the “contribute” option in the menu. You will then see a range of ways you can support. Select the applicable option and you will be taken to the “contribute to…” page.
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