Corporate User
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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…
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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.
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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 default currency…
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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…
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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…
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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…
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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
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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…
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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…
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How can I assign primary groups to a user?
Log in to Online Banking Firstly, ensure that Account Sets and Groups have been created. Click Assign Groups to User In the unallocated groups section,…