First Citizens Bank Digital Banking for Business User Guide

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Business Services Dual Approval for Wire/ACH Initiation

Step 1: Create the Wire/ACH Transaction 1. The transaction Initiator logs in to Digital Banking, navigates to the Payments & Transfers menu, and selects the payment type. 2. All required fields should be completed on the payment screen. 3. Click the Initiate button to draft the transaction. For more information about initiating a payment go to page 76. Step 2: Options after Drafting

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2a

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2b

1. After the transaction has been drafted, click the View in Activity Center button to view the transactions. 2. Click the Notify approvers button to notify an approver via email about the transaction awaiting approval. a. Check the box to select the appropriate approver. b. Click the Send button.

Note : Steps for adding yourself to receive approval notifications are on page 114.

Business Services: Dual Approval for Wire/ACH Initiation