Community Bank Business Online Banking eGuide

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Commercial Company Policy Overview

In the Commercial tab, click on Company Policy . 1. Click the transaction type to define entitlements at the company level. 2. Define “Allowed Actions” on this screen including: Draft Amount, Approvals, Subsidiaries, Accounts, Hours, Locations, and IP Addresses. 3. Click on the Approval Limits tab to view and modify the approval limits at the company level. 4. Click the Add New Allowable Action button to add a new set of criteria. 5. Use the “Policy Tester” to test an example transaction. 6. After changes are initiated, a “Save” button will appear at the top of the page. Click Save , then Close .

Company Policy Overview :Commercial