Urban Partnership Treasury Online Banking eGuide

Treasury

Features and Accounts

Features:

From the Company Policy tab, select the Features tab across the top 1. View all of the allowable features at the company level. You can define allowable features from the User Roles tab. 2. After changes have been initiated a Save button will appear at the top of the page. Click Save and Close .

Accounts:

From the Company Policy tab, click the Accounts tab across the top. 1. Here you can view the Accounts associated within your company and define account viewing rights from the User Roles tab. 2. After changes have been initiated a Save button will appear at the top of the page. Click Save and Close .

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