CrossFirst Bank Corporate and Treasury Guide

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Recipients Recipient Overview

A recipient is any person or company that you establish to send or collect money to/from via the ACH and Wire modules. A payment or collection can be sent to a single recipient, or multiple recipients can be added to a template.

B

A

C

In the Transfers & Payments tab, click Recipients . A. The following information presents for each recipient: • Name • Email address • Number of accounts they have B. Click the

icon next to the appropriate column to sort recipients by display

name, number of accounts, or email address. C. Click the icon to make edits to or delete a specific recipient or view payment history.

Recipients: Recipient Overview