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9
Business Banking
Company Policy
In the
Business Banking
tab, click
Company Policy
.
1.
Select the transaction type to define allowable actions and limits at the company
level.
2.
Click the
Allowed Actions
tab to view and edit policies for Draft Amount,
Approvals, Subsidiaries, Accounts, Draft Hours, Location, and IP Addresses.
3.
Click the
Approval Limits
tab to view and edit maximum transaction amounts.
4.
Click
Add New Allowable Action
to create a new policy.
5.
Use the
Policy Tester
to try an example transaction.
6.
Click the
Save
button at the top when you are finished making changes.