Advice

Customize Your Dashboard in eBusiness Access

Your Most Relevant Information At-a-Glance

eStatements
  • Navigate to eStatements under Reports in the top navigation menu.
estatements under reports
Delete Panels
  • Click “Display Options.”
  • Click the trash can icon on the panel you'd like to delete.
  • Click “Save” to apply your changes.
trash can icon to delete
Move Panels
  • Click “Display Options”
  • Drag & drop the panel into the desired location.
  • Click “Save” to apply your changes.
drag and drop to move panels
Add Panels
  • Click “Display Options”
  • Click the plus button.
  • Select the panel you want.
  • Click “Save” to apply your changes.
  • If needed, click “Edit Accounts Displayed” to set account-specific information.
plus sign to delete
Panel Options Available:
  • Important Account Balances:
    • Displays account and current balance information for entitled accounts.
    • Users choose which accounts are displayed.
    • This panel is optional and can be added multiple times.
  • Balance Snapshot:

    • Displays account and historical balance information for entitled accounts.
    • Users choose which accounts are displayed.
    • This panel is optional and can be added multiple times.
  • Recent Transactions:

    • Displays the most recent 25 transactions for the account selected by the user, within the last 30 days.
    • Users choose which account is displayed. 
    • This panel is optional and can be added multiple times.
  • Transfers & Payments Approval:

    • Displays all transaction types that the user is entitled to approve.
    • Two views are available:
      • My Approvals, which shows items that the user has not yet approved, and
      • All Approvals, which shows all items that a user is entitled to approve, both those that the user has already approved and those not yet approved.
  • Templates Approval:

    • Displays all ACH, Wire, and Multiple Account Transfer templates that the user is entitled to approve.
    • Two views are available:
      • My Approvals, which shows items that the user has not yet approved, and
      • All Approvals, which shows all items that a user is entitled to approve, both those that the user has already approved and those not yet approved.
  • User Profiles Approval:

    • Displays all user profiles that have been added, edited, or deleted that the user is entitled to approve.
    • Two views are available:
      • My Approvals, which shows user profiles that the user has not yet approved, and
      • All Approvals, which shows all user profiles that a user is entitled to approve, both those that the user has already approved and those not yet approved.
  • Next Scheduled Requests:

    • Displays transactions that the user is entitled that are scheduled to be sent at a future date.
  • Issues & Issue File Approval:

    • Displays check issue and check issue files, added, edited, or deleted that the user is entitled to approve.
    • Two views are available:
      • My Approvals, which shows issues and issue files that the user has not yet approved, and 
      • All Approvals, which shows all issue and issue files that a user is entitled to approve, both those that the user has already approved and those not yet approved.
  • Exception Decisions:

    • Displays check exceptions and decisions that the user is entitled to approve.
    • Two views are available:
      • My Approvals, which shows exceptions and decisions that the user has not yet approved, and
      • All Approvals, which shows all exceptions and decisions that a user is entitled to approve, both those that the user has already approved and those not yet approved.
  • Other Account Balances:

    • Displays account and balance information for entitled Escrow Accounts, Credit Card Rewards points, and Brokerage balance information.

Documents