Edit an ACH Template

Modify an ACH Templates using the Edit template functionality.

Edit a transfer template:

  1. Sign in to Business Online or Abiliti.

  2. Select Payments & Transfers. The sPayments & Transfers page appears.

  3. Select ACH. The ACH transfer page appears.

  1. Click the Templates tab. The system displays a list of available templates.

  2. Click Edit for the template that you want to edit. The Edit template box appears.

  3. In the Description section modify the Template name, Template group, From account, and To amount as needed.

  4. In the User access section modify any user access specifications as needed.

  1. Modify the information in the fields populating the Pay from section and the Pay to section as needed.

  1. Click Save.

  2. Sign out of Business Online or Abiliti.

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