Access the platform, customize your dashboard, and navigate key features and menus.
User Guides
Video Tutorials
Managing Widgets
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First Time Login
Customizing List Views
Create, approve, manage, and monitor ACH transactions.
User Guides
Video Tutorials
Importing a NACHA File
Creating an ACH Template
Creating an ACH Template Payment
Initiate, approve, and track domestic and international wire transfers.
User Guides
- Wire - Domestic Payments Quick Reference Guide
- Wire - International Payments Quick Reference Guide
- Wire - International Payments Need Repair Template User Guide
- Federal Tax Payment via Domestic Wire Quick Reference Guide
Video Tutorials
Wire Transfers
Move funds between accounts and manage transfer activity.
User Guides
- Commercial Loan Draw & Payments User Guide - COMING SOON
Video Tutorials
Account Transfers
Place, modify, and monitor stop payments on checks.
Video Tutorials
Stop Payments
Schedule, manage, and track vendor and bill payments.
User Guides
Review fraud prevention tools, alerts, approvals, and account protections.
User Guides
Video Tutorials
Importing a Check Issue File
Clearing Postive Pay Exceptions
Check Issues and Voids
Access account balances, transaction details, and activity history.
User Guides
Video Tutorials
eStatement Search
Custom Reporting
Export account and transaction data for analysis and recordkeeping.
User Guides
Video Tutorials
Create and Download Reports
Create, customize, save, and manage reporting preferences.
Video Tutorials
Reports Management
Automate report delivery through scheduled exports and notifications.
Video Tutorials
Scheduled Exports
Add, modify, and manage users, permissions, and entitlements.
User Guides
Video Tutorials
User Maintenance
Maintain contact information for payments.
Video Tutorials
Creating New Contacts
Configure and manage account, transaction, and security alerts.
User Guides
Video Tutorials
Create an Alert
