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 a background…
How can I delete a beneficiary set?
Log in to Online Banking Click the Payments tab Click View Beneficiary Sets Select the beneficiary set your want to delete. Click the Delete button at…
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…
What management information reports are available?
There are seven different management information reports available: 1. Balances Report - Report listing each transactional…
How can I amend a beneficiary’s details?
Log in to Online Banking Click the Payments tab Click View Beneficiary Sets Change the beneficiary details you wish to amend Click Submit Enter PIN Click…
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…
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…
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 export the balances information?
Log in to Online Banking Click View Account Sets Click Export Save the file to your desired location
How do I suspend a corporate user?
Click Maintain Corporate User Details Select the user you want to suspend Click the Suspend User at the top the screen Click Confirm Enter your PIN Click…