Add a Bank Statement Message

To add a bank statement message:

1. Search for the bank you want to create a message for to display its details on the Bank Summary page.

   You can search broadly or specifically for an Express entity from the Express Homepage. The results of this search will direct you to the summary page for the entity that you select.

   The entity summary search requires that you enter search criteria precisely and returns exact matches only. The merchant accounting search and the front-end search provide greater flexibility by allowing you to enter a sub-string of the value for which you are looking, and returning all matches that contain that sub-string.

   Note: Front-end only clients cannot search for Bank, Association, or Group entities from the Homepage.

   To perform a basic search for an entity:

   1. On the global navigation bar, click the Main button.

      The Express Homepage opens.

      

   2. In the Search Criteria panel, enter values in the fields on which you want to search.
      • To make your searches broader, enter fewer search criteria.
      • To make your searches more specific, enter values for as many levels of the related hierarchy that are applicable to the search you are performing.
   3. Click Search.

      A unique match displays in the Entity Summary page. Multiple matches display in the Search Results page.

   4. Click the value in the first column of the search result to select the search result that matches your search target.

   

2. From the Bank Quick Links panel, click Bank Statement Messages.

   The Bank Statement Messages page opens.

   

3. Complete the fields for the message you want to add:
   • Message Id: A 6-digit numeric identification number to help you identify the bank statement message.
   • Group Id
   • Association ID
   • Merchant Number: The merchant number for the merchant whose statements will display the message.
   • Bank Level Message: When this check box is selected, the statement message is used at the bank level.
4. In the Message Options panel, click Add.

   The Bank Statement Message Details page opens.

   

5. Enter the bank statement message details.

   Start Date (MM/YYYY)

   Enter the month in MM/YYYY format when the message should start appearing on bank statements.

   For example, if you enter 01/YYYY (for January of the specified year), even if that is the current month, the message will appear on all subsequent bank statements dated January of the specified year, and will continue to appear on statements dated until the end of the month specified in the Expiration Date (MM/YYYY) field.

   Expiration Date (MM/YYYY)

   Enter the final month in MM/YYYY format that the message should appear on bank statements.

   For example, if you enter 12/YYYY (for December of the specified year), the message will appear on all subsequent bank statements dated December of the specified year, but will no longer appear on statements dated after December 31st of the specified year.

   Bank Is Target

   Indicates that the bank in context is the target for the bank statement message.

   Group Targets

   This panel enables you to maintain a list of groups to target with the bank statement message.

   • To add a group to the list, enter the Group Id, and then click Add.

     

   • To remove a group from the list, select the group ID in the list, and then click Remove.

     

   Association Targets

   This panel enables you to maintain a list of associations to target with the bank statement message.

   • To add an association to the list, enter the Association Id, and then click Add.

     

   • To remove an association from the list, select the association ID in the list, and then click Remove.

     

   Merchant Targets

   This panel enables you to maintain a list of merchants to target with the bank statement message.

   • To add a merchant to the list, enter the Merchant Id, and then click Add.

     

   • To remove a merchant from the list, select the merchant ID in the list, and then click Remove.

     

   Copy Text From

   If you want to copy the text from another existing message, enter the message ID whose text you want to copy here, and then click Copy.

   Message Text

   Enter the message text in as many of the message lines (Line 1, Line 2, etc.) that you need.

6. Click Validate.

   The Boarding page for the message opens.

   

7. Click Board.