Your users can access any checking, savings or loan account you assign to them. Use the User Check feature to see what your employee sees. If you don’t see an account in the “View Accounts”, call 575-437-4880.
Yes, all pending transactions; teller generated, ach, and Cash Management transactions, will show in the details portion of the View Accounts screen. Your available balance will be affected by these pending transactions.
Yes, you can click the download button in the “View Accounts” screen. Use the drop down button to select either Comma Delimited (CSV) or Microsoft Money®. There is no charge for this service.