Getting Started

Important:  Please follow these instructions to create your account.  
We advise not working out of the Sample account.

Golden Rule:
Create an account within the software for each bank account that you will be creating positive pay files for (except for consolidated files).
 
After you have successfully installed the software you should have a desktop icon that will launch the software.

The Welcome New Users page will load. Select the Option for “Bank Positive Pay”.

Create Account

Click File>New Account to create an account for your testing.

Select the option to “Create an Account and Add it to your Catalog” and click Next.

Enter a name for the account. This name is strictly internal and should help you identify the purpose of the account. For example, if you are using Positive Pay for payroll, you might name the account Payroll.  Once the name is entered, click Next.

Congratulations! You have finished creating the account. Click Finish to begin using this account.

If prompted to edit/modify your transmission information, click No.

Next Step

You are now ready to import data.