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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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