Payees are required to have an address in the Contact Info section in order to add or edit a domestic or international wire payment method.Edit the payee’s Contact Info including address, phone number, and website.A success message will display indicating the payee has been successfully added.The nickname entered will be prominently displayed above the actual payee name, for easy recognition. The account nickname will also be displayed in the funding account dropdown when the business user goes to schedule a wire transfer or ACH template. Note: Account nicknames must be unique to the individual business.Note: Payee name must be 22 characters or less.Business Admin widget - Payees tab - Add a Payee button.Click the Payees tab in the Business Admin widget.See the Add a Payment Method section below for more details. Important: Although your business has added a payee, the payee will not be eligible to be sent any payments until a payment method is added to the payee. From here, users who are assigned the Manage Payees permission can add, edit, and delete payees. You can set up a payee (or several) for your business by accessing the Payee’s tab, located within the Business Admin widget. A success message will display indicating the settings have been saved.īefore a business ACH template or wire transfer can be submitted, your business must set up Payees (the recipients of the wire transfers).Click the Save Changes button to save new permissions assigned to a role, or click the Cancel button to exit permissions edit mode.Note: To view a description of the permission, hover over the checkbox or click the list icon to view descriptions for all business banking permissions.Click a blank checkbox next to the permission to add to the role, click a checked checkbox next to the permission to remove from the role, or click the Select All link above the permissions category to add all permissions within that category to the role.Business Admin widget - Roles tab - Permissions section - Edit (pencil) icon.Note: Click the expanded bulleted list button (displayed with a red box for location reference only) to view descriptions for all permissions.Click the Edit (pencil) icon next to the Permissions section.Note: Business users that are in a session will need to refresh the page and may need to log out and log back in before the changes are displayed. Click the Create Role button to add the new role or click the Cancel button to close the Add a new role window without adding the new role.Ĭhanges to permissions may be immediately applied to business users.Enter a Description for the new role.The Add a new role window will display.Click the Roles tab in the Business Admin widget.Roles determine the set of features a sub user is allowed to use, the accounts they can work in, transaction limits associated with specific transaction types, and whether or not sub users are able to approve transactions.Ī role may be applied to more than one sub user, allowing you to create business-specific roles that cover the access requirements of multiple individuals at your business. You choose to require single or dual approval when sending domestic wires.Ī “role” in the Business Admin widget is a group of feature permissions, accounts, and transaction limits that are applied to sub users. Drawdown RequestsĪ more efficient, secure way to processing payroll files is setting up authorization for Drawdown Requests, granting permissions for another business or financial institution to withdraw funds from your account via wires. Through our secure Online Banking, you have access to Bill Pay to conveniently schedule one-time, reoccurring and future payments. Provides you an alternative method to submit multiple payments with various SEC codes by uploading NACHA formatted files. When you enroll in ACH origination, you'll save time, increase accuracy, reduce the risk of lost checks and have access to the following services: Automated Clearing House (ACH)ĪCH services provide an efficient, electronic alternative to paper checks. Account entitlements is managed securely when logged into your business account in Online Banking. Entitlements allow some individuals access to only view account details, while others may be given the ability to view and perform transactions on your behalf. The power to grant access to your account is in your hands. We offer a comprehensive suite of financial solutions to help you efficiently meet the day-to-day demands of running your business.
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