Colony Bank Business Online Banking User Guide

34

Business ACH Creating a Template

If you have frequent repeating transactions, you can set up a template so each transaction is fast and simple. These templates automate your routine transactions reducing mistakes and saving you time. Before you can create ACH templates, you must be assigned to a user permission with Create Template, Add and Remove template entries and ACH account permissions.

1

In the Treasury Solutions tab, click Business ACH . 1. Click the New Template button.

Business ACH: Creating a Template

Made with FlippingBook Online newsletter creator