Preferences will allow you to customize system default settings within the following categories:
- Site Navigation
- Alert Notification
- Session Activity Report
- Bank Lookup
- Time Out
1. Site Navigation
This section allows you to choose your preferences for the navigation to the pages. You can set the start page after login from the drop down box . After choosing the preferences, click on the 'Submit' button at the bottom of the page. Click the 'Done' button.
2. Alert Notification
Alert Notification is not currently enabled.
3. Session Activity Report
A Session Activity Report may be generated when you log out of the system. The report will capture the activities you have performed. The following is provided as an example:
The system default is set to 'No.'
To change the default and submit the report when you log out of the system, change the option to 'Yes.' Click the 'Submit' button at the bottom of the page. Click the 'Done' button.
4. Bank Lookup
Bank Lookup is a function available within Wire and ACH functionality. The function assists you by allowing you to search for and determine the ABA/Routing Number associated with a financial institution.
The Bank Lookup default is set to display up to 50 banks that match your search criteria. We recommend keeping the default at 50, since many banks have a large number of branch locations.
To change the default, select the appropriate display limit from the drop down list. Click the 'Submit' button at the bottom of the page. Click the 'Done' button.
5. Time Out
The system will automatically log you out if you have not performed any activity within 30 minutes. You have the ability to set up a different time out period, if appropriate.
You have the option to set the time out period to less than 30 minutes, which may be appropriate if a more restrictive system security approach is desirable.
To change the default time out period, select the appropriate time out period from the drop down list. Click the 'Submit' button at the bottom of the page. Click the 'Done' button.