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Welcome
Security
Getting Started
Logging In
General Navigation
User Maintenance
Account Maintenance
Password Change
Balance Alerts
Account Summary
Account Detail
ACH Origination
Participant Maintenance
Batch Template Maintenance
Transaction Entry Maintenance
Initiating an ACH Batch
Book Transfers
Add Recurring Book Transfers
Update Book Transfer
Initiating Tax Payments
Bill Pay
Additional Services

 

 

CA$H MANAGEMENT helps you keep track of account activity by setting up Balance Alerts to send an e-mail notification when an account level exceeds or falls below a set threshold. To set up your balance alerts, select the specific account and condition to apply, enter the amount and then add the e-mail address for notification. Additional e-mail addresses can be added to an alert by separating them with a semicolon. Balance alert notifications are sent throughout the day. Alerts are not available for loan accounts.

 

From the Administration menu, click the Balance Alerts link to set up automated notifications.

 



To update an existing balance alert, select the check box for the alert(s), enter new information in the fields, then click the Update button.
To delete an existing balance alert, select the check box for the alert(s) and click the Delete button.
To add a new balance alert, select the account, enter the condition, the alert amount and alert e-mail address, and then click the Add button.

 

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