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Beneficiary Address Book (BAB)

5. Beneficiary Address Book (BAB)

The Beneficiary Address Book is available via the ACH Menu and can be added to the ACH Home page via the Add Widget dropdown.

  • The BAB widget displays all contacts available for payments or templates.
  • Views can be changed utilizing the drop-down box on the right and you may add/delete columns by clicking the gear icon.
  • Click the Filter drop down to create a custom view by selecting the desired fields.
  • Views may be printed or exported.
  • Select Modify for the desired contact to modify any of the details
  • Click Save Contact when complete.

    BAB widget

  • To create a new contact in the BAB, click the Add New Contact Button at the top of the widget.
  • Enter all desired information including the type of contact and payment information. Please note the fields with the red asterisks are required.
  • Click Save Contact when complete.

    Save Contact