New in Online Banking ACH Payments: Contact Management

This applies only to those using ACH within Online Banking.

We’re releasing an exciting enhancement to ACH origination in Pinnacle Online Banking: Contact Management.

You can now create individual or business contacts to use as recipients in ACH batches. Creating a contact streamlines the payment process because you can add your contact once and choose them in multiple ACH batch types. Working with contacts offers these benefits:

• When you pay or draft a payment from a contact, you can track payment history easily under your list of Contacts.
• If account information changes, you can update it within the Contact record.
  • This will not update any pending or recurring payments.
• Each Contact can have up to 16 associated accounts, so you can choose the correct account when creating your ACH batch.
• You can add each contact individually, or, if you have several contacts, you can import them from a file.

Payees in existing batches will not convert to the new management tool and will need to be added as contacts if you want to use this new feature.

Download Instructions for ACH Contact Management

Download the Full ACH User Guide

If you have any questions or want to talk it through, your treasury management advisor can be available, along with their support team.

Thank you for your continued trust in Pinnacle to handle your cash management needs.

Treasury Management Client Services

Central Time
866.839.2781

Eastern Time
855.282.8655

TMClientService@pnfp.com
Open 8:30 a.m. to 5 p.m. local time