First Citizens Bank Digital Banking for Business User Guide

107

Part 3 of 5: Editing Approval Limits for a Transaction Type To give you peace of mind, a user’s approval limits can be adjusted, so you never have to worry about the amount or number of transactions they make. You can set these restrictions for a daily and monthly basis as well as per account.

1112 131415 1 21222324252 1 2 3 4 5 6

K L M N O U V W X Y A B C D E

1a2a3a4a5a6 1b2b3b4b5b6 1c2c3c4c5c6

1d2d3d4d5d6

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I

11 12 13 14 15 21 22 23 24 2 1 2 3 4 5 K L M N O U V W X Y A B C D E 11a 12a 13a 14a 15a 1 11b 12b 13b 14b 15b 1 A1 B1 C1 D1 E1 A2 B2 C2 D2 E2 A3 B3 C3 D3 E3

1. Select a transaction type to edit a user’s approval limits. 2. Edit the maximum amounts a user can approve or draft and the maximum number of transactions a user can perform. 3. Click the Save button when you are finished making changes. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d

1a 2a 3a 4a 5 1b 2b 3b 4b 5 1c 2c 3c 4c 5

1d 2d 3d 4d 5

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11a 12a 13a 14a 1

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

11b 12b 13b 14b 1

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

A1 B1 C1 D1 E A2 B2 C2 D2 E A3 B3 C3 D3 E

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Business Services: Users Overview

Made with FlippingBook - professional solution for displaying marketing and sales documents online