Reviewing ACH Approval (Pacific Premier Bank Only)
Reviewing ACH Approval (Pacific Premier Bank Only)
This option is only available to users that interface with Pacific Premier Bank and allows users to review ACH transactions and approve them for Pacific Premier to process.
To review ACH transactions:
Select Banking > Approve ACH Transactions. The Approve ACH Transactions screen appears. If you are using universal navigation, click Accounting > Banking > ACH Approval.
Review the transactions in the list.
Enter your Pacific Premier Bank username (not CINC) and your RSA Token.