Viewing External Banks

Client bank admin users with security rights (CCH) to view External Banks can view them in the Organisations area.

To view an External Bank:

  1. Press the Organisations button from any page displaying the admin navigation bar.The Organisations area displays and includes tabs for the External Banks for which you have security rights to maintain.

  2. If more than one tab is displayed, select the External Banks tab.

  3. The External Bank Listing page displays, listing all of the External Banks that exist for your bank.

  4. In the External Bank Name column, click on the External Bank name link for the External Bank you want to view.  The External Bank page displays for the External Bank you selected.

  5. If you do not have security rights to maintain External Banks, the page displays in read-only mode.

  6. After you are finished viewing the External Bank data, press Close. The External Bank Listing page redisplays.

 

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