Learn how to use the Compass e-Access system with this guide. Detailed instructions and sample screen shots are included.
This guide explains how to add, delete, and maintain users on the Compass e-Access system.
Keep this handy reference nearby to guide you through creating an ACH batch, updating transaction amounts, maintaining participants, activating an ACH batch and approving an ACH batch.
Compass e-Access ACH Tax Payment Quick Reference Guide
If you use Compass e-Access' ACH services to originate state or federal tax payments, this guide is for you. This handy reference explains how to create your ACH batches and add the appropriate addenda information.
Compass e-Access Alerts Quick Reference Guide
Establish alerts in Compass e-Access to receive notification via email, pager, phone or fax related to specific critical events, balances or transactions. Use this guide to set up delivery channels and contact individuals within your organization.
This quick reference guide walks you through wire transfer input and approval and creating templates via Compass e-Access
This quick reference guide will show you how to view either your summary or detail reports of processed lockbox transactions. From the detail reports, you can view images of checks and related documents associated with each transaction reported.
This quick reference guide helps you retrieve and view statement images using Compass e-Access Information Reporting and Stop Payment services.
Use this guide to help you originate international wire transfers via Compass e-Access.
The Compass e-Access Positive Pay Service allows authorized Users to review and disposition entries as exceptions to a previously submitted issue file. This handy quick reference guide will walk you through the decision process.
Use this guide to help you perform some of the most common functions within Compass e-Access. Instructions for Information Reporting, Book Transfers, Stop Payments and Electronic Reports are included
Need assistance with an existing service? Contact the Business Relationship Services team in your area:
All accounts and credit are subject to approval including credit approval.