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ACH TRANSACTIONS
DELUXE ONLINE BANKING
USER GUIDE
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.
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