Corporate User

  • What do the various import statuses mean?

    There are five different import statuses:   Validation Pending - the file has been uploaded but is waiting for all the payments to be validated by…

  • How can I add an account set?

    The Add account set screen enables a system administrator to create an Account set by choosing from a list of accounts that are not…

  • As a system administrator, what preferences can I change?

    On the maintain corporate preferences screen, there are seven main preferences that you can maintain.   Consolidated balance currency – the…

  • How do I amend a group?

    As a system administrator, you have the ability to amend groups and the accounts sets within. Log in to Online Banking Click View Groups Select the…

  • How can I amend a corporate user’s details and entitlements?

    Log in to Online Banking Click Maintain Corporate User Details Select the User for which you want to amend Update the user details as necessary Assign/Amend…

  • What is a beneficiary set?

    A beneficiary set is a group of beneficiaries. Sets can be set up so that beneficiary details can be more easily managed.

  • How do I add a new corporate user?

    Log in to Online Banking Click Add Corporate User Enter the basic details required Click the Services button and assign the required services to the user Click…

  • How can I create a beneficiary set?

    Log in to Online Banking Click the Payments Tab Click Create Beneficiary Set Type the name of your new beneficiary set within the Set Name field Select…

  • How can I add a group?

    As a system administrator, you have the ability to add groups for a corporate user to see. Log in to Online Banking Click Groups Click Add Group Type…

  • How do I amend an account set?

    As a system administrator, you have the ability to amend the account sets a corporate user can see. Log in to Online Banking Click View Account Sets Select…