View / Modify Account Services for User

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Idientify which services the user should be able to perform on this account. When you are finished, click Save. Click Cancel if you do not wish to change any services for this user on this account.

User ID
SAMPLUSR04

Account Name - Account Number
Sample Account A - 123456789012

ACH Origination Services

Allow user to access Domestic ACH Credit Template services on this account

Allow user to access Domestic ACH Debit Template services on this account

Allow user to access International ACH Template services on this account

Adjustment Services

Allow Adjustment services on this account

Account Reconciliation Services

Allow user to access Account Reconciliation services on this account

Allow user to access Rejected Items on this account

Account Services

Allow user to fund account openings on this account

Adjustment Services

Allow user to access Adjustment services on this account

Book Transfer Services

Allow user to access Book Transfer Credit services on this account

Allow user to access Book Transfer Debit services on this account

Allow user to access Book Transfer Account Balances on this account

Cash Forecasting Services

Allow user to access Cash Forecasting services on this account

Cash Vault Reporting Services

Allow user to access Cash Vault Reporting services on this account

Check Payables Services

Allow user to access Check Payables services on this account

Disbursements via Zelle® Services

Allow user to access Disbursements via Zelle services on this account

External Messaging Services

Allow user to access External Messaging services on this account

General Ledger Reconciliation Services

Allow user to access General Ledger Reconciliation Services on this account

Image Access Services

Allow user to access Image Access services on this account

Allow user to access Image File Delivery on this account

Information Reporting Services

Allow user to access Information Reporting services on this account

Allow user to submit borrowing base information on this account

Allow user to request advances on this account

Allow user to access Special Reports on this account

Allow user to access Consolidated Returned Items Reporting on this account

International Information Reporting Services

Allow user to access International Information Reporting services on this account

Allow user to access Special Reports on this account

Issue Maintenance Services

Allow user to access Issue Maintenance services on this account

Positive Pay Services

Allow user to access Positive Pay services on this account

Real-Time Payment Services

Allow user to access Real-Time Payment services on this account

Reverse Positive Pay Services

Allow user to access Reverse Positive Pay services on this account

Stop Payments Services

Allow user to access Stop Payments services on this account

Trust Services

Allow Trust services on this account

VantagePoint Services

Allow user to access VantagePoint services on this account

Allow user to access Manage Transactions on this account

Allow user to access Lockbox transactions on this account

Available Lockboxes for this Account

Assigned Lockboxes for this Account

Wire Transfer Services

Allow user to access Wire Transfer services on this account

Allow user to access International Request for Transfer services on this account

Last updated on 11/07/20XX 10:08 AM CST by SAMPLUSR04

SinglePoint Demo
View/Modify Account Services for User enables the system administrator to view and modify the services a user is entitled to perform on the selected account.

Hint: Click Save and Close.

View demo hint