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Business Cash Manager is getting an upgrade!

We're building a better Business Cash Manager Experience!

We're excited to announce that we'll be launching our enhanced Business Cash Manager user interface on September 17, 2019. Below is a compilation of quick tutorial videos to assist you with creating Sub-Users, Wires, and ACH files.

Quick Tutorial Videos

Click the circle icon on the right side of the video to see the viewing options.

Sub-User Management

Creating a New Sub-User

Editing a Sub-User

Approving an ACH Batch

Uploading an ACH File

Manual ACH Batch Creation

Create ACH Batches from Existing Templates

Managing ACH Templates

Wire Transfers Page

Editing a Wire Transfer

Rejecting Wires

New Wires

Wire Templates

Approving a Tax Payment



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