Beneficiaries – Features
Beneficiary Maintenance
• Use templates for an easy and organized way of editing or entering new beneficiary details
• Send automatic alerts to your beneficiary via email each time payment is released
• Select the method of payment, either fast or slow to fit your needs
• Locate your bank using our Online’s banking directory
• Create searches to filter through beneficiaries or export as a customized report
• Review a beneficiary at-a-glance or expand for complete details
Beneficiary Payment History
• Quickly review your payment history for each beneficiary
• Monitor and investigate the number of individual payments released with detailed search capabilities
Payment Groups
• Group like payments to be released at the same time
• Review and sort through your list of payees with similar payments
• Keep your groups up-to-date at your convenience by easily adding or editing groups or payments
