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Can I initiate or approve ACH and wires in the mobile app?
Yes, customers can now initiate or approve ACH and wires in the mobile app.
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Why can’t I see my eStatements or notices?
Your access to eStatements and notices depends on the permissions assigned to your user profile. If you believe you should have access, please contact us for assistance or reach out to your Business Administrator.
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Will my templates transfer to the new system?
Customers can create and map templates. Existing mapping templates will convert. After the upgrade, review this feature the first time you sign in to make sure everything is set up the way you expect.
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What will change with business entitlements?
Entitlement have a new interface in online banking and several entitlements will change. Business Administrators should review entitlements after go-live.
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Are business user role names changing?
Yes, there are several naming updates regarding users:
- System Administrator will now be referred to as Business Administrator.
- Administrator & Supervisor will now be referred to as Business Manager. Supervisors will have some additional capabilities.
- Employees will now be referred to as Users.
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Will business customers log in the same way they do now after launch?
No, different app.
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Can businesses change their usernames?
Not at this time.
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Will businesses with multiple businesses and EIN’s be able to do the self enroll with the upgrade?
Yes.
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Should I review my user entitlements after go-live?
Customers should review entitlements after go-live.
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Will my transaction history transfer?
Customers should review payees, scheduled payments, and payment history.
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Will I sign in differently after the upgrade?
Some recurring or future-dated payments may stop after first login.
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What do I need to know about Business phone number and email are required?
Business phone number and email are required.
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