Climate First Bank Business User Help Guide

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Wires and ACH Transactions Dual Control Processing

Viewing, Approving or Denying a Transaction Authorized users can view, approve or deny certain payments within the Business Approvals feature. If a payment has processed and cleared, you cannot make changes to that transaction. Desktop

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1

In the sidebar, click Payment Approvals .

1. Locate the transaction you would like to approve or cancel. 2. Click the icon and select “Approve” or “Deny.”

Wires and ACH Transactions: Dual Control Processing-