Climate First Bank Business User Help Guide

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Mobile

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In the sidebar, click Payment Approvals . 1. Locate the transaction you would like to approve or cancel. 2. Click the icon and select “View Details.” 3. Follow the steps to approve a transaction:

a. Click the Approve button. b. Click the Confirm button. 4. Follow the steps to deny a transaction: a. Click the Deny button. b. Enter a reason for the denial. c. Click the Confirm button.

Wires and ACH Transactions: Dual Control Processing