Administration. User Guide

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1 Administratin User Guide

2 Table f Cntents Administratin at a Glance... 4 Cmpany Details... 4 Users... 5 Accunt Maintenance... 5 Search Accunts... 5 Edit... 6 Creating a New User... 7 Field Help... 8 Assigning Services... 9 Setting User Limits Cmpany Services Available ACH User Payment Settings Allw ACH Batch Entry Allw ACH Maintenance Allw ACH Payments service administratin Allw Batch Apprval Allw ACH Audit Wire User Payment Settings Wire Transfers Optins Wire Entry Optins Accunt Permissins Allw Wire Transfer Maintenance Allw Wire Transfer service administratin Allw Wire Transfer apprval Allw Wire Transfer activity audit Accunt Transfer User Payment Settings Page 2 f 30

3 Allw Accunt Transfer Entry Allw Accunt Transfer Maintenance Allw Accunt Transfer Apprval Enabling this ptin allws the user t apprve accunt transfers based n the lwer and upper limits set fr the accunts selected Allw Accunt Transfer Activity Audit Payee Maintenance User Payment Settings Allw Payee Maintenance Allw Payee Maintenance Activity Audit Imprt User Payment Settings Allw Data Imprt Allw Imprt Maintenance Activity Audit Stp Payment User Payment Settings Allw Stp Payment Entry Allw Stp Payment Activity Audit Check Psitive Pay User Payment Settings Allw Check Psitive Pay Issue Entry Allw Check Psitive Pay Decisining Allw Check Psitive Pay Decisin Apprval Allw Check Psitive Pay Activity Audit Secure Brwser Installatin Remve a User Page 3 f 30

4 Administratin at a Glance This page displays the summary infrmatin abut the current user s cmpany and users, prviding details and ptins t custmize services and permissins. Cmpany Details The first heading under the Cmpany Details area is the cmpany name, with the cmpany ID, als listed in parenthesis. Accunts- Accunts assciated with the cmpany will be displayed when clicked. This prvides an "at a glance" review f all accunts. Services - Services assciated with the cmpany are displayed when clicked. This prvides an "at a glance" review f all services, including, the sub services that are assciated with the cmpany. User Quick Link - Links fr all cmpany users are prvided t "jump" t a user s service permissins in an instance. This is especially handy with a large cmpany with hundreds f users. Accunts - Selecting this buttn will display all accunts pertaining t the cmpany, allwing fr accunts t be searched and edited. New accunts must be created by a bank administratr. Payments - The payments area allws fr payment limits t be set fr services like ACH, Wire Transfers, and Accunt Transfers n a cmpany level. The maximum limits are determined by a bank administratr. Resend - Resend allws fr the resending f distributin ntificatins t the intended users. These ntificatins detail ut service transactins such as ACH Batches, Accunt Transfers and Wire Transfers. Actins - Cmpany actins give the user a variety f additinal ptins t select frm, including the ability t edit a cmpany, setup and adjust FTP pickup and delivery ptins, as well as adding a new cmpany user. Page 4 f 30

5 Users The first heading under the User Details area is the user name, with the user ID, als listed in parenthesis. Nte: A user that is an administrative user will be indicated with the wrds "Administratr" listed t the right f the User Name/ID. User Details - User details are displayed here, including the users address, phne number, as well as display the enabled date, which is the date the accunt was created, and the last time the user lgged in. Services - Services assciated with the user are displayed when clicked. This prvides an "at a glance" review f all services, including, the sub services that are assciated with the cmpany. Services that can be adjusted will display a "pencil" icn fr editing the service preferences, and/r a "briefcase" fr editing accunts fr the specific service. Edit - This allws fr the users preferences t be edited. Passwrd - The passwrd buttn allws fr the users passwrd t be reset, by prviding a new passwrd. Services - The service area allws fr the enabling r disabling r service permissins fr the user. Payments - The payments area allws fr payment limits t be set fr services like ACH, Wire Transfers, and Accunt Transfers n a cmpany level. The maximum limits are determined by a cmpany administratr. Resend - Resend allws fr the resending f distributin ntificatins t the intended users. These ntificatins detail ut service transactins such as ACH Batches, Accunt Transfers and Wire Transfers. Actins - User actins gives a variety f ptins t select frm, including clning a user, deleting a user, deactivating a user and adjust the users ntificatin subscriptins. Accunt Maintenance Upn entering Accunt Maintenance, the Search Accunts sectin will be the active at the tp f the page. All accunts assciated with this cmpany will autmatically be displayed 10 at a time. If n accunts exist, the accunt list will be empty. Search Accunts The Search Accunts functin supprts the fllwing ptins: Page 5 f 30

6 Accunt Number - Enter a full r partial accunt number. If the full accunt number is nt knwn, any prtin f the number can be entered t narrw the search. Accunt Descriptin - Enter a full f partial descriptin fr the accunt. If the full accunt descriptin is nt knwn, any prtin can be entered t narrw the search. The Accunt Descriptin search is case insensitive. Accunt Type - Each accunt is set up as ne f a set f accunt types that have been pre-defined fr the bank. Select either the All radi buttn (default) t search fr the accunt acrss all defined types r the Selected buttn t see a list f the available accunt types frm which t select. These are displayed as checkbxes s that mre than ne can be selected. Advanced Search Criteria - Beneath the abve search fields, is a link t Advanced search criteria. These are: Bank SWIFT - This field prvides a select list f defined SWIFT IDs. In thse cases where a bank has been defined with a SWIFT ID, the system will supprt searching fr all accunts that this cmpany has defined fr the bank with the selected SWIFT BID identifier. Currency - This field prvides a select list f defined currencies. The field causes the system search fr all accunts that this cmpany has defined using this currency. The system default is USD, s generally n currency selectin is required. Bank ABA - This field prvides a select list f defined ABA numbers. If the full ABA is nt knwn, any prtin f the number can be entered. The field causes the system t search fr all accunts that this cmpany has defined using the select ABA. The number f search results displayed per page can be adjusted by selecting amng the available ptins f 10, 20 r 50. Additinally, search results can be srted by Bank, Accunt Number, Type, Accunt Descriptin, r Currency, and can be srted in ascending r descending rder. These srts can be selected frm either the display cntrl sentence in the Search Accunts sectin f the page r the search results clumn headings. Selecting the Search Accunts buttn will cause the system t perfrm the search accrding t the criteria entered r selected in the fields described abve. Accunts matching the search criteria will be displayed, detailing ut the Bank, Accunt Number, Type f Accunt, Accunt Descriptin, and Currency type. Hvering ver the "i" icn will reveal when the accunt was last edited. Edit The edit functin allws the user t change the Accunt Descriptin t any available accunt listed. This allws fr custm accunt naming fr quick recgnitin. Page 6 f 30

7 Creating a New User As the cmpany admin yu have tw ptins when creating a new user. Yu may create new user frm scratch, by clicking Actins, Add user. When Adding a new User, all fields displayed are available fr entry. Or clne a user by clicking Actins, Clne User, under the prfile yu wish t clne. When Clning a new User, a selectin f fields are cpied frm the riginal user (the ne being clned) and displayed in the new User s fields. Fields such as First and Last Name shuld be changed t reflect the new User. Clning includes a unique sectin used fr determining whether Services and certain Permissins assciated with the riginal User shuld be cpied t the new User. Page 7 f 30

8 Field Help Cntact Infrmatin: User ID This is an identifiable wrd that is assciated with name f the User. This can be the User name, an abbreviatin r any wrd. First Name This is the first name f the User. Last Name This is the last name f the User. Administratin User - This bx will enable this User t grant permissins t and edit ther users prfiles. Enable Date A date fr the User s prfile t take effect within the system. Desktp Last Lgin The last Desktp lgin date will be displayed. The Test buttn, when selected will cause a message t be sent t the User s Desktp. Address Enter the User s address. The Test buttn, when selected will cause the system t send a message t the User s address. Encrypted Reprt Passwrd This is a unique passwrd that will be needed when an encrypted PDF file r reprt is ed t the User. Phne Number The User s cntact number. Message Enabled Cell Phne Number The User s SMS-enabled cell phne number. Fax Number This is the User s Fax Number Business Unit - This is the type f business unit fr this cmpany. Primarily used t identify large cmpanies that have multiple divisins r functins, and may have mre than ne listing within the system. Address/City/State/Pstal Cde/Cuntry This is the cmpany address. Time Zne This is the time zne fr the cmpany lcatin. Language English is the default language. Ignre Passwrd Expiratin Check this bx t enable r leave blank t ensure that the User is prmpted t change their passwrd after a set perid f time. Authenticatin Type Varius authenticatins are available fr use based n hw the cmpany was set up. The Bank Default authenticatin will be an ptin, based n hw the Bank was set up. Check with the Bank administratr t identify the Bank security settings. Page 8 f 30

9 Advanced: Thusand Delimiter This functin determines the character used when displaying amunts in the thusands. Decimal Delimiter - This functin determines the character used as the separatr between whle and partial currency amunts. Web Date Input Frmat The date can be displayed in either Nrth American frmat r Internatinal frmat. Set Passwrd: Set a temprary passwrd. The User will be prmpted create a new passwrd, unique t them, upn first lg in. This field appears when Creating a User, nly. Online Bulletin Service: Users receive ntificatins fr services t which they are assigned. Once a User is authrized, the type and frmat f ntificatin is t be selected frm the Bulletin Channel. Ntificatins can als be sent via Cell Phne. SMS Ntificatin: SMS Ntificatin is available t select which days f the weeks and which hurs available ntificatins are t be sent. Left and Right arrws select the time field t adjust and the Up and Dwn arrws scrll thrugh the time. Clning Preferences: D nt cpy permissins frm user / Cpy service permissins frm user This checkbx buttn cntrls whether the new User will be entitled t the services currently entitled t the riginal User. Selecting D nt cpy permissins will result in the new User having n entitled services such that an administratr must individually entitle services t the User. Selecting Cpy service permissins will result in anther ptin t cpy additinal permissins, as described belw: Selecting Cpy accunt permissins checkbx will result in the new User autmatically being entitled t the accunts assciated with the riginal User. Selecting Cpy SFT Permissins checkbx will result in the new User autmatically being entitled t the SFT Send and / r Receive entitlements assciated with the riginal User. Assigning Services Services are assigned by clicking n Services under the user Actins. Services are prvided based upn the services that are purchased by the cmpany. The services must be enabled n a cmpany level, in rder t allw the service t be active fr a Page 9 f 30

10 User. Select All/Unselect All is als available, as well as a Filter area. Type in any part f a wrd, within the Filter area, t find a particular service. Once finished, click Save. Please see the Services Glssary dcument fr a cmplete breakdwn f available services. Setting User Limits User limits are set by clicking n Payments under the user Actins. Use this screen t cnfigure payment services fr cmpany users. Cmpany administratrs cnfigure the service settings based upn the user s needs. Once determined and set, the service will be ready fr use. Users wh are nt cmpany administratrs will nt have access t this area. Cmpany Services Available These services are available fr cnfiguratin by a cmpany administratr: ACH Payments Wire Transfer Accunt Transfer Payee Maintenance Imprt Maintenance Stp Payments ACH Psitive Pay Check Psitive Pay Nte: These services will nly appear if a bank user has enabled the service fr the cmpany AND the cmpany administratr has enabled the service fr the user. Page 10 f 30

11 ACH User Payment Settings T entitle a user t ACH payments, first select the Actins buttn n the targeted user s prfile page. Select the Payments ptin fr the list prvided. Once the administratr selects the bx beside ACH Payments, the settings pane t the right will becme active and display the ptins available fr the administratr. Allw ACH Batch Entry If this user will be allwed t create live ACH batches, select the bx beside Allw ACH Batch Entry. The sectin will expand t present the administratr with mre ptins. T begin, select what actins the user may perfrm during batch creatin and maintenance. If this user shuld nt be allwed t create free frm batches, select the bx beside User must use existing templates. When selected, this user will nly be able t create live ACH batches frm templates. Select the bx beside Transactin File Imprt if this user is t be allwed t imprt files cntaining ACH transactins fr prcessing. When User must user existing payees is selected, the user will nt be allwed t create payees during batch creatin r maintenance. Next, the administratr will enable ACH Cmpanies fr the user t utilize fr ACH transactin. Select the check bx beside the ACH Cmpanies that shuld be Page 11 f 30

12 accessible t the user. Once an ACH Cmpany is selected, the screen will expand t present the administratr with mre settings. Initially, the administratr will see the batch and transactin limit fields with preppulated numbers. These numbers have been cpied frm the User Default Settings entered by the financial institutin. If needed, the administratr can custmize the ttals fr this user by clearing the current numbers in the field and entering new numbers. The maximum amunts allwed fr each field will be displayed t the right in italics. The administratr can determine the maximum number f Credit batches and Debit batches which may be created fr this ACH Cmpany in ne day, and enter that number beside its respective Ttal Daily Batch Cunt. It is imprtant t remember that the sum f all batches created by this user may nt exceed the numbers entered here. Next, the maximum dllar amunt that may be prcessed by the user fr this ACH Cmpany in ne day will be entered independently fr Credit and Debit in the Ttal Daily Transactin Amunt field. Please keep in mind that the Daily Ttal fields check limits based n the creatin date and therefre it is pssible fr limits t be exceeded n payment dates. Example 1: A user has a $100 Ttal Daily Transactin Amunt limit. Tday, the user creates $75 transactin with a payment date f the 15. Next, the user tries t create a $35 transactin with a payment date f the 16th. The user wuld receive an errr message stating that he/she has exceeded his/her limit. This is because the user tried t create payments ttaling $110 in ne day, when his/her daily limit is $100. Page 12 f 30

13 Example 2: A user has a $100 Ttal Daily Transactin Amunt limit. Tday, the user creates a $75 transactin with a payment date f the 15th. The next day, the user creates a $60 transactin with a payment date f the 15th. The user wuld nt receive any errrs because he/she did nt created payments exceeding a ttal f $100 in any ne day. In the Credit and Debit fields fr Single Batch Amunt, the administratr will place a limit n the dllar amunt the user is allwed t include in ne batch. Lastly, the administrative user can determine the maximum amunt that ne transactin in batch may be. In the Single Batch Entry Amunt field, the user will enter the dllar amunt that a single transactin may nt exceed. Belw the batch and transactin limits, the ptins under Single Batch Entry Amunt allw the administratr t implement apprval limits. When checked, these fields require that ACH batches abve the amunt entered in the text field must be apprved by an authrized user. These fields wrk tgether t determine hw many independent apprvers must review the user s wrk. Require 1 apprver: When this field is enabled, all batches ver the amunt entered in the text field must receive ne (1) apprval frm a user ther than the initiatr. If the amunt in the text bx is 0.00, all ACH batches initiated fr the particular ACH Cmpany must be apprved. Require 2 apprvers: When this field is enabled, all batches ver the amunt entered in the text field must receive apprval frm tw (2) separate users, neither f which may be the initiatr. If the amunt in the text bx is 0.00, all ACH batches initiated fr the ACH Cmpany must be apprved by tw separate users. If bth require apprver fields are enabled, but the amunts differ, then the batches greater than the Require 1 Apprver amunt but lwer than the Require 2 Apprvers amunt will need nly 1 apprval. Batches greater than the Require 2 Apprvers will require tw apprvals. Example: Bth ptins are checked and Require 1 Apprval has a $100 value, and Require 2 Apprvals has a $200 value. Page 13 f 30

14 Batches frm $.01 t $100 wuld need n apprvals, because these amunts are belw r right at the limit. Batches frm $ t $200 wuld need 1 apprval. Batches frm $ and up will need 2 apprvals. Belw the default apprval limits, the administratr may select Debit and Credit batch ptins. If the Allw Credit bx is selected, the user will be able t create credit nly batches. If the Allw Debit bx is selected, the user will be allwed t create debit nly batches. If the Allw Mixed Credit and Debit bx is selected, the user will be able t create mixed batches, which include bth credit and debit transactins. If Allw Mixed is checked but nt Allw Credit and Allw Debit, the user will nly be able t initiate mixed batches. The abve prcess shuld be cmpleted fr all ACH Cmpanies entitled t the user. Allw ACH Maintenance Users wh will be allwed t perfrm ACH maintenance that will affect the whle cmpany must have the Allw ACH Maintenance entitlement checked. After this has been selected, the administratr will be presented with mre ptins. T permit a user t create, edit, and delete templates fr a cmpany, select the bx beside Allw ACH Batch Template maintenance. Once selected, the User must use existing payees sub-permissin will display. If enabled, this user will be able t create templates, but may nt create a payee during template creatin. A user wh will be able t create, edit, and delete file maps fr the cmpany must have the bx beside Allw Imprt Map maintenance selected. Page 14 f 30

15 Allw ACH Payments service administratin This ptin will nly display if the cmpany user being edited is an administratr. Selecting Allw ACH Payments service administratin will allw this cmpany user t entitle ther cmpany users t ACH Payments. Allw Batch Apprval Based n cmpany and user settings, sme batches will require that anther pair f eyes review the transactins. Please keep in mind that an apprver may never be the same individual as the initiatr. T allw a user t review and apprve batches created by thers, select Allw ACH Batch Apprval. At this time, the screen will expand t present the administratr with mre ptins. First the administratr will select which batches the user will be able t apprve by clicking the check bx beside the ACH Cmpany name. Belw the name, the administratr will specify upper and lwer apprval limits. If n limits are entered, this user will be able t apprve any and all batches created. If an amunt is entered in the Lwer Limit, nly batches that exceed this amunt will be presented t the user fr apprval. If an amunt is entered fr the Upper Limit, batches exceeding this amunt will nt be presented t this user. Example: Lwer Limit is $500 and Upper Limit is $1000 Batches frm $.01 - $500 may nt be apprved by this user because it has nt reached his/her $500 threshld. Batches frm $ $1000 will be presented t this user fr apprval. Batches $ and mre may nt be apprved by this user because it exceeds his/her $1000 threshld. Page 15 f 30

16 Allw ACH Audit If this entitlement is enabled, this user will be able t view cmpany activities that he/she is nt necessarily entitled t. Fr instance, a user wh is nt entitled t maintain templates but is entitled t audit activity will be able t view templates, but nt interact with them. Select Allw ACH Audit t prvide the user with auditing capabilities. Wire User Payment Settings T entitle a user t Wire Transfers, first select the Actins buttn n the targeted user s prfile page. Select the Payments ptin fr the list prvided. Select the bx beside the Wire Transfer tab t see the settings pane becme active and display the ptins available fr the user. Wire Transfers Optins If this user will be allwed t create live wire transfers, select the bx beside Wire Transfers Optins. The sectin will expand t present the administratr with mre ptins. Wire Entry Optins First, the administrative user will select hw the cmpany user will be allwed t create wire transfers by selecting ne, multiple, r all creatin methds belw. Select the bx beside Free-frm Transfers if the user shuld be allwed t initiate wires frm scratch, r withut utilizing an existing template r payee. Select Semi-Repetitive Wire Transfers if the cmpany user shuld be allwed t create live wires by utilizing a semi-repetitive template. Page 16 f 30

17 If the user shuld be allwed t initiate live wires frm fully repetitive templates, select the bx beside Repetitive Wire Transfers. Cmpany users wh will be creating wires based n the infrmatin f a payee that has been previusly saved t the cmpany s payee table will require that Payee Transfers be enabled. Lastly, if the user shuld be allwed t create live wires by imprting a file that cntains wire transfers, select Transactin File Imprt. Accunt Permissins The administrative user will nw permit the cmpany user t wire debit accunts. T add accunts, click the Select Accunts hyperlink. At this time, a windw will ppulate that displays all accunts available fr wire transfers. The user may select the check bx next t each individual accunt, r enable all available accunts simultaneusly by clicking the Select All buttn at the bttm f the windw. Once all selectins have been made, click OK. The administrative user will see the selected accunts, displayed in numerical rder, n cmpany user s the accunts list. Each accunt will have a red X icn beside it that allws the administrative user t remve an accunt frm the list. If the financial institutin allws the creatin f Freign Exchange (FX) wires, the administrative user will see tw ptins presented under the accunts list; USD and FX. If the bx beside USD is selected, the cmpany user will be able t create wires sending Page 17 f 30

18 USD. If the bx beside FX is selected, the cmpany user will be able t create wires sending freign currency. T the right f the accunt settings, the administrative user will be able t establish a Daily Transactin Debit Amunt per Accunt field. The value entered in this field will determine the maximum dllar amunt the cmpany user can wire ut f a permitted debit accunt in ne day. T the right f the field, as a reference, the administrative user will see the highest value allwed presented in italics. Next, the administrative user may enter a value fr the Daily Transactin Amunt per Accunt. The number entered in this field will act as the maximum number f transactins that the cmpany user can create frm a debit accunt in ne day. T the right, as a reference, the administrative user will see the highest value that will be accepted in this field. The Single Transactin Debit Amunt field allws the administrative user t determine the maximum dllar amunt that a single transactin may nt exceed. Once again, the administrative user will see the maximum value allwed fr this field presented in italics t the right. The last wire entry settings the administrative user may establish fr the cmpany user are the apprval limits. When checked, these fields require that wire transfers made by the cmpany user exceeding the amunt entered in the text field must be reviewed and apprved by anther authrized user; wh is entitled t apprve wire transfers. These fields wrk tgether t determine hw many independent apprvers must review the initiating user s wrk. Require 1 apprver: When this field is enabled, all wires ver the amunt entered in the text field must receive ne (1) apprval frm a user ther than the initiatr. If the amunt in the text bx is 0.00, all transfers initiated must be apprved. Page 18 f 30

19 Require 2 apprvers: When this field is enabled, all wires ver the amunt entered in the text field must receive apprval frm tw (2) separate users, neither f which may be the initiatr. If the amunt in the text bx is 0.00, all transfers initiated must be apprved by tw separate users. If bth require apprver fields are enabled, but the amunts differ, then the transfers greater than the Require 1 Apprver amunt but lwer than the Require 2 Apprvers amunt will need nly 1 apprval. Batches greater than the Require 2 Apprvers will require tw apprvals. Example: Bth ptins are checked and Require 1 Apprval has a $100 value, and Require 2 Apprvals has a $200 value. Wire transfers frm $.01 t $100 wuld need n apprvals, because these amunts are belw r right at the limit. Wire transfers frm $ t $200 wuld need 1 apprval. Wire transfers frm $ and up will need 2 apprvals. If the administrative user wuld like ne r mre accunts t be treated different r independent frm the accunts and rules created abve, he/she may select Add Permissin Set. At this time, a new cmpany user permissin set will display and present every field that was available fr the riginal set. T begin, the administrative user will select the accunts that these new rules will be applied t. Accunts may nly have a single permissin set applied at a time. Therefre, any accunt(s) selected fr a previus permissin set will nt be presented fr selectin when the user clicks Select Accunts. If the user has added accunt(s) t a previus permissin set, but wuld like t include it fr a new permissin set, g t the permissin set cntaining the accunt number(s) and select the red X delete icn. Then click the Select Accunts hyperlink and select the accunt(s) t be included in the new permissin set. Page 19 f 30

20 At this time, the user may enter values fr each field just as s/he did fr the initial permissin set. Als, the user may create as many permissin sets as needed. All additinal permissin sets, specifically thse created by selecting the Add Permissin Set buttn, may be deleted by selecting the red X icn lcated t the left f the list f accunts. Allw Wire Transfer Maintenance If the cmpany user will be allwed t perfrm maintenance that will affect the whle cmpany, select Allw Wire Transfer Maintenance. Once enabled, the sectin will expand t display mre ptins. Shuld the cmpany user require the ability t create, edit, and delete semi-repetitive and repetitive templates, select the bx beside Allw Wire Template maintenance. Select the bx beside Allw Imprt Map maintenance if the cmpany user will be allwed t create, edit, and delete wire imprt file maps. Page 20 f 30

21 Accunt Permissins The last setting allws the administrative user t select n which debit accunts the cmpany user will be able t perfrm maintenance. Because templates include a debit accunt, this setting will effectively determine what templates the user can create and have access t. If a template is created utilizing a debit accunt fr which the cmpany user des nt have permissin, he/she will nt be displayed infrmatin regarding that template; unless the user has auditing abilities. T add accunts, click the Select Accunts hyperlink. At this time, a windw will ppulate that displays all accunts available fr wire transfers. The user may select the check bx next t each individual accunt, r enable all available accunts simultaneusly by clicking the Select All buttn at the bttm f the windw. Once all selectins have been made, click OK. The administrative user will see the selected accunts, displayed in numerical rder, n cmpany user s the accunts list. Each accunt will have a red X icn beside it that allws the administrative user t remve an accunt frm the list. Allw Wire Transfer service administratin This ptin will nly display if the cmpany user being edited is an administratr. Selecting Allw Wire Transfer service administratin will allw this cmpany user t entitle ther cmpany users t the Wire Transfers service. Allw Wire Transfer apprval Based n cmpany and user settings, sme wires will require that anther pair f eyes review the transfer. Please keep in mind that an apprver may never be the same individual as the initiatr. T allw a user t review and apprve wire transfers created by thers, select Allw Wire Transfer apprval. At this time, the screen will expand t present the administratr with mre ptins. Page 21 f 30

22 Accunt Permissins This setting allws the administrative user t select the debit accunts fr which the cmpany user may make apprval decisins. Because wires must be funded frm a debit accunt, this setting will effectively determine which wires will be presented t the cmpany user fr apprval. If a wire is created utilizing a debit accunt fr which the user des nt have permissin, s/he will nt be given the pprtunity t apprve the wire. Debit Amunt Range Next, the administratr will specify upper and lwer apprval limits f the cmpany user. If n limits are entered, this user will be able t apprve any and all wires created. If an amunt is entered in the Lwer Limit, nly wire transfers that exceed this amunt will be presented t the user fr apprval. If an amunt is entered fr the Upper Limit, wires exceeding this amunt will nt be presented t this user. Example: Lwer Limit is $500 and Upper Limit is $1000 Batches frm $.01 - $500 may nt be apprved by this user because it has nt reached his/her $500 threshld. Batches frm $ $1000 will be presented t this user fr apprval. Batches $ and mre may nt be apprved by this user because it exceeds his/her $1000 threshld. If the administrative user wuld like ne r mre accunts t be treated different r independent frm the accunts and rules created abve, he/she may select Add Permissin Set. At this time, a new cmpany user permissin set will display and present every field that was available fr the riginal set. T begin, the administrative user will select the accunts that these new rules will be applied t. Accunts may nly have a single permissin set applied at a time. Therefre, any accunt(s) selected fr a previus permissin set will nt be presented fr selectin when the user clicks Select Accunts. If the user has added accunt(s) t a previus permissin set, but wuld like t include it fr a new permissin set, g t the permissin set cntaining the accunt number(s) and select the red X delete icn. Then Page 22 f 30

23 click the Select Accunts hyperlink and select the accunt(s) t be included in the new permissin set. At this time, the user may enter values fr each field just as s/he did fr the initial permissin set. Als, the user may create as many permissin sets as needed. All additinal permissin sets, specifically thse created by selecting the Add Permissin Set buttn, may be deleted by selecting the red X icn lcated t the left f the list f accunts. Allw Wire Transfer activity audit If this entitlement is enabled, this user will be able t view cmpany activities that he/she is nt necessarily entitled t. Fr instance, a user wh is nt entitled t maintain templates but is entitled t audit activity will be able t view templates, but nt interact with them. Select Allw Wire Transfer activity audit t prvide the cmpany user with auditing capabilities. Accunt Transfer User Payment Settings T entitle a user t Accunt Transfers, first select the Actins buttn n the targeted user s prfile page. Select the Payments ptin fr the list prvided. Select the bx beside the Accunt Transfers tab t see the settings pane becme active and display the ptins available fr the user. Page 23 f 30

24 Allw Accunt Transfer Entry Checking this ptin allws fr the user t initiate accunt transfers, edit accunt transfers, schedule recurring accunt transfers, as well as receive accunt transfer activity ntificatins. Accunts Accunts must be added befre the service is available fr use. The Select Accunts link will display available accunts t be added. Accunts can be remved by selecting the red X next t the accunt. Credit/Debit - Accunts must be designated debit and/r credit t permit the accunt fr use in accunt transfer initiatins. Daily Transactin Amunt per Accunt - This field defines the maximum dllar amunt available fr a cmpany user, per each accunt. The maximum cmpany limit is displayed next t the input field. Daily Transactin Cunt per Accunt - This field defines the maximum number f transactins available fr a cmpany user, per each accunt, n a daily basis. The maximum cmpany limit is displayed next t the input field. Single Transactin Amunt - This field defines the maximum amunt available fr a cmpany user, per each accunt and each transactin. The maximum cmpany limit is displayed next t the input field. Require 1 apprver: When this field is enabled, all transfers ver the amunt entered in the text field must receive ne (1) apprval frm a user ther than the initiatr. If the amunt in the text bx is 0.00, all transfers initiated must be apprved. Require 2 apprvers: When this field is enabled, all transfers ver the amunt entered in the text field must receive apprval frm tw (2) separate users, neither f which may be the initiatr. If the amunt in the text bx is 0.00, all transfers initiated must be apprved by tw separate users. If bth require apprver fields are enabled, but the amunts differ, then the transfers greater than the Require 1 Apprver amunt but lwer than the Require 2 Apprvers amunt will need nly 1 apprval. Batches greater than the Require 2 Apprvers will require tw apprvals. Page 24 f 30

25 Nte: Apprval limits can be left blank s that all accunt transfers will need apprval by this user. Add a Permissin Set - Accunts can be added by clicking the Select Accunts link. All available accunts will be displayed fr selectin. Check the accunt t be enabled and added t the permissin set. Accunts can be remved by selecting the red X next t the accunt. Allw Accunt Transfer Maintenance This ptin allws this user t entitle the accunt transfer service t subsequent users. Accunt transfer settings can then be applied t new and/r existing users, hwever administrative users cannt enable permissins t their wn accunt. Allw Accunt Transfer Apprval Enabling this ptin allws the user t apprve accunt transfers based n the lwer and upper limits set fr the accunts selected. Accunt Permissins - Limits set here define the user's daily limits fr accunts selected. T custmize different limits fr different accunts, select the Add a Permissin buttn, and additinal limit fields will be displayed. Accunts Accunts must be added befre the service is available fr use. The Select Accunts link will display available accunts t be added. Amunt Range: Fr example, if the Lwer Limit is set t $800 and Upper Limit is set t $100,000, then any accunt transfer created within that range will be apprved by this user. Any amunt lwer r higher, wuld nt need t be apprve by this user. Lwer Limit ($) Use this ptinal text field if the user is required t apprve ACH batches abve a defined amunt. Upper Limit ($) Use this ptinal text field if the user is required t apprve ACH batches belw a defined amunt. Page 25 f 30

26 Nte: Lwer and upper limits can be left blank s that all accunt transfers can be apprved by this user. Allw Accunt Transfer Activity Audit This ptin enables the user t view and be ntified f accunt transfer activity by ther cmpany users. Payee Maintenance User Payment Settings T entitle a user t Payee Maintenance, first select the Actins buttn n the targeted user s prfile page. Select the Payments ptin fr the list prvided. Select the bx beside the Payee Maintenance tab t see the settings pane becme active and display the ptins available fr the user. Payee Maintenance allws fr the creatin and custmizatin f payees fr use with payment services. Only cmpany administratrs can enable the fllwing permissins fr ther cmpany users. It is recmmended that permissins are established in such a manner that allws fr full prcessing cverage. Allw Payee Maintenance By enabling the checkbx, users will be entitled t create, edit, and delete payees. Permissins allw fr payee management functins within ACH and Wires, including: Payee creatin in ACH batch initiatin. Payee maintenance functins in batch templates. Save as Payee functin in wire transfer initiatin. Edit Payee functins in wire transfer initiatin, prcessing and wire template maintenance. Allw Payee Maintenance Activity Audit By enabling the checkbx, users are enabled t view existing payee maintenance recrds fr the entire cmpany. Page 26 f 30

27 Nte: If the user is als permissined t the ACH and Wires services, with payee maintenance enabled, the user will have access t the payee database t ppulate ACH and Wire initiatin and template maintenance. Hwever, the user will nt have access t add, change r delete payees. Imprt User Payment Settings T entitle a user t Imprt Maintenance, first select the Actins buttn n the targeted user s prfile page. Select the Payments ptin fr the list prvided. Select the bx beside the Imprt Maintenance tab t see the settings pane becme active and display the ptins available fr the user. Imprt Maintenance allws fr the uplad f Payee, ACH Batch Templates and Wire Templates files fr use with the system. Enabling the ptins here, n the user level, will allw fr the fllwing services t be available t the specified user Allw Data Imprt Enabling this ptin gives the user selected the ability t imprt payees, ACH batch templates and/r wire templates. Can imprt payees - Allws fr the creatin f new payee recrds by imprting file types such as.csv, XML r fixed width files. Can imprt ACH batch templates - Allws fr the creatin f new ACH batch templates by imprting file types such as.csv, XML r fixed width files. Can imprt wire templates - Allws fr the creatin f wire templates by imprting file types such as.csv, XML r fixed width files Allw Imprt Maintenance Activity Audit This allws view nly access t imprt activity. This means that the specified user cannt interact with imprts in any way, ther than just view what files have been imprted. Nte: The user receives ntificatins fr all imprt activity. Enabling this will allw fr the specified user t receive all imprt activity acrss the cmpany. Page 27 f 30

28 Stp Payment User Payment Settings T entitle a user t Stp Payments, first select the Actins buttn n the targeted user s prfile page. Select the Payments ptin fr the list prvided. Select the bx beside the Stp Payments tab t see the settings pane becme active and display the ptins available fr the user. Stp Payments gives the user the ability t stp payment requests fr specified accunts. Enabling ptins here will allw fr this service t be permitted t this user. Allw Stp Payment Entry By enabling the checkbx, users are eligible t create stp payment requests based n the accunt permissins. Accunts must be added t the accunt permissins fr this feature t wrk. Allw Stp Payment Activity Audit By enabling the checkbx, it allws view nly access t Stp Payment activity. User receives ntificatins fr all Stp Payment activity. Check Psitive Pay User Payment Settings T entitle a user t Check Psitive Pay, first select the Actins buttn n the targeted user s prfile. Select the Payments ptin frm the list prvided. Select the bx beside the Check Psitive Pay tab t see the settings pane becme active and display the ptins available fr the user. Allw Check Psitive Pay Issue Entry By enabling the checkbx, users are eligible t enter issued checks based n accunt permissins. Accunt permissins must be added fr this feature t wrk. Allw Issue File Imprt: By enabling the checkbx, users are eligible t imprt issued checks based n accunt permissins Page 28 f 30

29 Allw Check Psitive Pay Decisining By enabling the checkbx, users are eligible t decisin exceptin items based n the accunt permissins and amunt ranges that are specified. Accunt permissins must be added fr this feature t wrk. Allw Check Psitive Pay Decisin Apprval By enabling the checkbx, users are eligible t apprve Check Psitive Pay decisins fr amunt between the specified lwer limit and upper limit. Accunt permissins must be added fr this feature t wrk. Allw Check Psitive Pay Activity Audit User is eligible t view and be ntified f Check Psitive Pay decisin activity fr users in their cmpany. Page 29 f 30

30 Secure Brwser Installatin All users will need t be prvided with a sftware activatin key befre they can install the Secure Brwser, which will need t be prvided t them by an admin user. The sftware activatin key fr all users can be fund by first selecting the Actins buttn n the targeted user s prfile page. Select the Edit ptin frm the list prvided and lcate the Sftware Activatin Key. This key may be used up t three times fr a single user and may be reset by an admin user. Once the user has received their sftware activatin key, please refer them t the Secure Brwser Dwnlad instructins. Remve a User T remve a user, select the Actins buttn n the targeted user s prfile. Select the Delete User ptin frm the list prvided. Page 30 f 30

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