Operations AR - NACHA Compliance Requests

1. Navigate to "CRM"

   In order to access "Terms of ACH Service" agreement, navigate to the CRM section in the Operations Portal.

   

2. Click "Companies"

   Select "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView and companyEdit", or "crmCompanyView and crmCompanyEdit". Just a reminder, "crmCompanyView and crmCompanyEdit" access only allows employees to view companies that are assigned to them.

   

3. Enter company name or company code

   Enter company name or company code, or a keyword to search to find the company.

   

4. Click this icon to see more tabs

   Click this icon to see more tabs.

   

5. Select the "Internal Files" tab

   Select the "Internal Files" tab.

   

6. Look for the "termsOfACHService" PDF

   Look for the "termsofACHService" PDF.

   

7. Search  "termsofACHservice" in the "Name" column

   Or you can search for it in the "Name" column.

   

8. Click here to view or download the PDF

   Click the eye icon to view, or the arrow down icon to download the PDF.