Add User: Payment Token and Limits |
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Enter the user's limits for each service listed below.
All fields are required.
Important Notes: This user has been assigned payment services that require a payments token. This user can not use payment services until a token is assigned. To request that a token be assigned to this user, select Administer Tokens from the left navigation menu.
This user has been assigned Wire Transfer initiation services and requires a Wires PIN to use these services. To request a Wires PIN, you must complete and submit a Wires Authorization form for this user. Please contact your Implementation Coordinator or Sales representative for more information.
User ID
SAMPLUSR04
Warning: If you change the number of approvers while there are ACH batches Pending Approval status, the ACH batches cannot be approved or sent for processing and will have to be deleted and then initiated again. To avoid this scenario, ensure that there are no ACH batches in Pending Approval status before you change the number of approvers required.
| Transfer Type | Initiate Limit | Approval Limit | Number of Approvals Required |
Approval Limit (additional approver reqiured at or above amount entered) |
| Per Domestic Batch Debit | $ | $ |
$
|
|
| Per Domestic Batch Credit | $ | $ |
$
|
|
| Per International Batch | $ | $ |
$
|
|
| Daily Domestic Cumulative Debit | $ | $ | N/A | N/A |
| Daily Domestic Cumulative Credit | $ | $ | N/A | N/A |
| Daily International Cumulative | $ | $ | N/A | N/A |
Warning: If you change the number of approvers while there are book transfers in Pending Approval status, the book transfers cannot be approved or sent for processing and will have to be deleted and then initiated again. To avoid this scenario, ensure that there are no book transfers in Pending Approval status before you change the number of approvers required.
| Book Transfer Type | Initiate Limit | Approval Limit | Number of Approvals Required |
Approval Limit (additional approver reqiured at or above amount entered) |
| Per Transaction from a Template | $ | $ | $ | |
| Per One-Time Transaction (No Template) | $ | $ | $ | |
| Daily Cumulative Transactions from Templates | $ | $ | N/A | N/A |
| Daily Cumulative One-Time Transactions (No Template) | $ | $ | N/A | N/A |
| Template Creation | N/A | N/A | N/A |
| Type | Initiate Limit | Approval Limit |
| Per Transaction | $ | $ |
| Daily Cumulative | $ | $ |
| Transfer Type | Initiate Limit | Approval Limit | Number of Approvals Required |
| One-Time Payment | $ | $ | |
| Request for Payment | $ | $ | |
| Request for Return of Funds | N/A | N/A | |
| Daily Cumulative One-Time Payments | $ | $ | N/A |
| Daily Cumulative Request for Payments | $ | $ | N/A |
When assigning initiation limits for a wire transfer user, you may want to adjust the PIN limit so it is equal to or greater than the initiation limit for SinglePoint Wire Transfers. If the PIN limit is less than the initiation limit, you will receive a callback on any wire transfers initiated by this user that exceeds their PIN limit. To change the user's PIN limit, please contact your Implementation Coordinator or Sales representative for more information.
SinglePoint Demo
Add User: Payment Token and Limits Step 4 enables the system administrator to assign the dollar limits for each
payment service assigned to the user.
Hint: Click Continue.