Review ACH Templates

Approve new or modified ACH transfer templates before the template is available to use in a live environment with the Review ACH Template functionality.

To review and approve a transfer:

Sign in to Business Online or Abiliti.
Select Administration. The ACH Template administration page appears.
Use the Search templates options (for example, Template type from the drop-down list) to locate templates that need approval.
Select check-box for the appropriate template that needs approval and click Approve. The ACH Template administration page appears and adds the approved template to the list of Approved templates.
Optional. Click the Print icon to print the list of templates that need to be approval.
Sign out of Business Online or Abiliti.