Customize Your Dashboard in eBusiness Access

Your Most Relevant Information At-a-Glance

eStatements

• Navigate to eStatements under Reports in the top navigation menu.

Delete Panels

• Click “Display Options.”
• Click the trash can icon on the panel you'd like to delete.
• Click “Save” to apply your changes.

Move Panels

• Click “Display Options”
• Drag & drop the panel into the desired location.
• Click “Save” to apply your changes.

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.

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.