Fidelity Bank Business Online Banking User Guide

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1. Click the Choose a file button and select the CSV file you would like to import. 2. Click the Import button. 3. (Optional) Check the box to enable distributions (split payments) to be used in this template. If distributions are set up for a participant, the number of distributions will be show after the amount column. 4. Check the box next to a participant to hold, or suspend, an individual’s payment. 5. Check the box next to a participant to prenote a participant in the batch and verify their information.

Note: A prenote (or prenotification) is a zero dollar test to validate the participant’s bank account information.

6. Enter a payment amount for each participant. 7. Click the “Addenda” link to add an addendum. 8. (Optional) Click the icon to edit a participant. 9. (Optional) Click the icon to delete a participant.

ACH: Adding Participants to a Template