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Documentation Index

Fetch the complete documentation index at: https://docs.getlemma.com/llms.txt

Use this file to discover all available pages before exploring further.

External recipients are saved bank accounts you can send payments to. Instead of entering routing and account numbers every time, save a recipient once and select them when you move money.

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Adding a recipient

  1. Go to External recipients and select Add new
  2. Enter the recipient’s details:
    • Name — the account holder’s name
    • Nickname — a label for your reference (e.g., “Lab supplier”)
    • Holder type — business or individual
    • Account type — checking or savings
    • Routing number and account number
  3. Save the recipient
The recipient is now available when sending external payments.

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Archiving a recipient

If you no longer need a recipient, you can archive them. Archived recipients are removed from the active list but can still be viewed in past transactions.