Managing Templates
Easily manage your templates to make tasks easier.
- Adding a New User Site administrators can add users, create user profiles and assign user rights. Watch video
- Recipients Overview Here’s an overview of how recipients are set up in online banking. Watch video
- Recipients Setup – ACH Only Learn how to setup recipients in an ACH account. Watch video
- Editing or Deleting a Recipient It’s easy to edit or delete a recipient. Learn more. Watch video
- Managing Templates Easily manage your templates to make tasks easier. Watch video
- Creating an ACH Payment Learn how easy it is to create and ACH payment. Watch video
- Creating an ACH Receipt Create and ACH Receipt for your records. Watch video
- Creating an ACH Batch Creating an ACH Batch is a great feature. Watch video
- Creating an ACH Collection Learn more about the convenience of ACH Collection. Watch video
- Creating Payroll, Multiple, & Split Payments Learn how you can create payroll, multiple and split payments. Watch video
- Payment from File Easily setup a payment from a file. Watch video
- Approving or Canceling Payments Easily approve or cancel payments. Learn more. Watch video