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Configuring the settings for quick links

Fusion Cash Management enables you to access commonly used menu items using quick links. You can configure the settings for quick links. The quick links settings are provided for Action List, Quick Payment, and Message Forms.

 

1.     Navigate to Home >> Quick Links >> Edit Quick Links.

2.     Configure the quick links settings for the following:

Action List

Quick Payment

Message Forms

3.     Click Save changes.

Settings for action list

Select the required features for which the quick link is to be displayed:

       Intraday Summary

       Balance Reporting

       User Activity

       Payments Summary

       Previous Day Summary

       Transaction Search

       Message Center

You can clear the quick links using the Clear All Links hyperlink.

Settings for quick payment

Select the required products or templates of the following payment types for which the quick link is to be displayed:

       Account Transfer

       ACH

       International

       Wire

You can only select up to five payment types and five templates.

       You can clear the quick links using the Clear All Links hyperlink.

Settings for message forms

Select the required message forms of the following options for which the quick link is to be displayed:

       ACH Clarification

       Check

       Commercial Loans

       General Complaints

       Token

You can clear the quick links using the Clear All Links hyperlink.

 


© 2017-19 Finastra International Limited, or a member of the Finastra group of companies (“Finastra”). All Rights Reserved.
Cat ID: FCM4.6-00-U02-1.5.3-201903

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