Introducing a Better Way to Run Your Business

Transfer management

Transfer is now separated from payment management. Prior, transfer was included with ACH and wires which created issues with entitlements and approvals.

Transfer template

Transfer template is now under the “Transfer” section and no longer under “Payments”.

Multi transfer (NEW)

The new multi transfer screen allows users to create a template to do multi-account transfers which support complicated transfers (1:many or many:many).

Quick entry (NEW)

For multiple wires, add domestic wires within a single screen instead of one-by-one on entry forms.

Recurring template (NEW)

Schedule recurring payments using recurring templates.

Fed tax template (NEW)

Pay tax by wire with a template. Now, the system will warn a user as the cut-off time approaches.

Navigation and required data

Now the navigation is vertical for a cleaner experience. Navigation used to be split between international wire USD and now only requires input with the proper currency code.

FXY CCY wire input

Current default currency is USD. To send foreign currency, the credit currency must be changed to the target currency using a dropdown next to the credit amount.

Intermediary bank input (NEW)

Now, user is able to put in their own intermediary bank info for international wires foreign currency or USD, and won't need to go use Bank of Hawaii’s default.

Account summary

To access the query tool, you now have to go to a specific tab to create a custom filter to display specific account balance and transaction information. Use Custom Reporting and Transaction Search instead of ‘scale of justice’.

Splitting of investment accounts (NEW)

Regular and investment accounts are in separate sections and corresponding data elements are now shown separately.

Screen and navigation change

The navigation now contains a dropdown to select multiple accounts in the search criteria.

Alert set up (NEW)

Now, alerts can be configured to go to specific people or groups instead of just one person without the use of a distribution list.

Icons for printing, exporting, and refreshing

Now, icons are used instead of hyperlinked texts to visually represent the Export, Refresh, and Print actions from all list views.

Import of files can be done in test (NEW)

Various files, such a check file and ACH can be imported in ‘test mode’ without a risk to a real transaction going out.

Copy user function (NEW)

When creating a new user you can copy entitlements/permissions from an existing user, so you don't have to create entitlements from scratch. This copies product and account entitlements as well as limits.