Middlesex Savings Bank Deluxe Online Banking User Guide

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DELUXE ONLINE BANKING USER GUIDE

ACH TRANSACTIONS

Make one-time payments within the ACH/Wire Templates tab or you can create a template for each type of transaction that you frequently make. Be sure to monitor who can create or modify a template by altering user rights. PAYMENTS OVERVIEW: ACH/Wire Templates Overview

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In the Transfers & Payments tab, click ACH/Wire Templates . 1. This page is available in two views: List or Grid . Toggle between them to find your preference. 2. Find templates using the search bar or choose a filter using the Filter by Type drop-down.

3. Click the

icon to favorite a template.

4. View the last payment amount and last date a template was used under the template name.

5. Click the

icon to delete a template.

6. Click the

icon to copy a template.

7. Click the

icon to edit a template.