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Commercial: Creating a New Payment or Template
1.
Select either List or Grid view.
2.
Choose a subsidiary. There are a few options depending on if you are in List
or Grid view.
a.
Find their name using the search bar.
b.
In List view, check the box next to their name.
c.
In Grid view, click the top of the recipient card to show the
icon in
the top left of the card.
3.
(Optional) If you need to change the ACH Class Code, click the “Change” link.
4.
Click the
Next
button when you are finished.
Step 5 of 7: Subsidiary
Authorized users can assign subsidiaries to one-time payments or templates.
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