Summary
This reference guide provides detailed information on Electronic Funds Transfer (EFT) payments, specifically focusing on the ScotiaConnect platform. It outlines various EFT payment methods, including the initiation of payments through templates and online transactions. The guide explains how to create and manage templates for repeat payments, detailing the steps to fill in mandatory fields and the approval process for templates. Additionally, it covers the creation of recipients, including the necessary information required and the approval workflow. The document also describes the process for creating EFT payments from templates or recipients, as well as the steps for approving and submitting payments. Other topics include verifying payment files, tracing EFT payments, and recalling transactions. This comprehensive guide serves as a resource for users to navigate the functionalities of EFT payments within ScotiaConnect.
