Corporate User
-
What is the difference between primary and secondary groups?
Primary groups should be set up for a user that uses a certain set of accounts on a daily basis. If an account set is within a user’s primary group,…
-
How can I download a management information report?
1. Click the type of report you want to export. 2. Select the date range for which you want the report to apply. 3. Click Export Report 4. Either open…
-
How can I assign secondary 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,…
-
How do I find a particular account?
You can search for a particular account by either: View Accounts screen Using the search by account name feature – you can use ‘*’…