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🎬 New Navigation & NACHA Best Practices (Webinar)

 

Key Takeaways: 

01:15 New navigation overview

03:34 Investor Settings

05:53 Admin Settings

06:08 Global Search

09:10 NACHA Overview

              10:20 Investor Banking Information

              11:11 Entity Banking Information

              15:12 File format options

16:35 How to download NACHA file

19:22 NACHA Best Practices

21:45 CRM Exports

21:45 see investor payment method

22:13 Sensitive Data Export

22:38 Banking Integration

 

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