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42

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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