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Business ACH Services: How to approve or reject a template for processing

Mobile

If you're using a mobile device, follow the steps below. For computers, go to the desktop steps

Templates require your approval before they can be processed. If you do not approve the template, it will not be processed.

To approve a template for processing, tap the bottom menu, tap Business ACH, and select Approvals.

Screenshot of navigating to Approvals under Business ACH

Tap to select the template and confirm it’s correct. If the template is correct, tap Approve. If you need to make changes or want to reject it, tap Reject.

Screenshot of confirming template for approval in business ach

If selecting Approve, you will need to complete a security validation. Select your delivery method and tap Request Code.

Screenshot of verification for approvals in business ach

Enter the code you receive and tap Next. The approval is now complete!

Screenshot of entering verification code

If you select Reject, please enter a reason for the rejection and tap Reject.

Screenshot of rejection request for business ach

Desktop

If you're using a computer, follow the steps below. For mobile devices, go to the mobile steps

Templates require your approval before they can be processed. If you do not approve the template, it will not be processed.

To approve a template for processing, on the left menu click Approvals.

Click to select the template and confirm it’s correct. If the template is correct, click Approve. If you need to make changes or want to reject it, click Reject.

If selecting Approve, you will need to complete a security validation. Select your delivery method and click Request Code.

Enter the code you receive and click Next. The approval is now complete!

If you select Reject, please enter a reason for the rejection and click Reject.