Depending on your access privileges, you can perform various recipient maintenance functions. This section allows the Corporate/Commercial customers with more than one service group to restrict the access of the recipients to one service group only. Read below to learn more about how to:

• Search for existing recipients
• Modify existing recipients
• Update recipient status
• Update recipient bank information

You can also read further about recipients maintenance:

• Feedback messages related to recipients maintenance
• About importing recipient data
• Report export information

1. From the Payments menu, go to Integrated Payments, then to Manage Recipients.
2. Use the Details section to search for the recipients you would like to action. Enter information in fields to narrow down your search results by the following parameters:
   • Payment Type (All Payment Types; ACH, EFT, EDI; Wire)
   • Recipient Name or Recipient ID
   • Recipient Status (Accepted, Rejected, Deleted, Pending Approval, Ready)
   • Service Group (with option to include recipients that are not assigned to a service group)
   • Vendor Number
   • Imported File Name
   • Country
   • Date (Entered/Imported, Last Updated Date, All Dates, Current Day, Prior Day, Current Week, Last Week, Last Month, Date Range)

You can also sort search results in ascending or descending order based on the following parameters:

• Recipient ID
• Status
• Service Group (with option to include recipients not assigned to service groups in search results)
• Recipient
• Vendor Number
• Date
3. Click Search to view the Search Results table or click Reset to clear all of your search, filter, and/or sorting parameters.
4. View the Search Results table. See more details for modifying recipients in the following section.

Once you have searched for and located the recipient(s) you would like to modify, view the search results and do the necessary maintenance tasks.

Depending on your privileges, you can modify multiple recipients at once:

1. Click the checkbox next to the recipient(s) you would like to modify.
2. Select an action from the dropdown menu at the bottom of the table (Approve, Delete, Activate, Deactivate, Create Payment).
3. Click Go.
4. Review and confirm your changes.

Depending on your privileges, you can modify individual recipient details:

1. Click the Recipient ID of the recipient whose details you need to modify.
2. On the Recipient Details screen, select an action from the dropdown menu at the bottom of the screen. You can select from the following actions:
   • Copy a recipient’s information to create a new recipient.
   • Modify a recipient’s details if their status is Failed, Entered, Ready, or On Hold (missing Bank information).
   • Activate a recipient with Inactive status.
   • Approve a recipient with Entered status.
   • Deactivate a recipient with Entered or Ready status.
   • Delete a recipient.
3. Click Go.
4. Review and confirm your changes.

The following statuses apply to recipients:

• Ready: Recipient is approved and ready for use.
• Entered: Recipient is created/modified and requires approval
• Pending Approval (includes recipients of Entered status): Recipient has been created or modified and requires approval.
• Inactive: Recipient is deactivated.
• Deleted: Recipient is deleted
• Import Failed: Recipient is not imported successfully during the import recipients operation.
• On Hold: Recipient with modified bank information is pending for acceptance and rejection.
• Repair: Recipient with PO Box variations pending for repair.

Rules for recipient status:

• Only Entered recipients can be approved.
• Only Entered or Ready recipients can be deactivated.
• Inactive recipients can only be activated.
• Deleted recipients are not available for any action. These recipients are displayed until the next scheduled purge run.

1. Find the Action Items section on the right side of the screen and click the Pending recipients with modified bank information link.
2. Click on the checkbox next to individual recipient(s) or click on the Select All checkbox. Depending on your access privileges, you can update the following recipient statuses:
   • Accept the recipient’s New Bank Information to replace the Old Bank Information. The recipient details will be updated.
   • Reject the recipient’s New Bank Information. The system will retain the Old Bank Information and remove the New Bank Information. You will need to contact your recipient to obtain their new information and then update the recipient’s details on ScotiaConnect.

NOTE: Any recipients not changed will remain in On Hold status until their bank information is updated.

In the course of acting on selected recipients, you may encounter the following feedback messages that direct you to further action:

• Recipient Bank Information: If the bank information for any recipients displayed in search results has changed, a warning message displays at the top of the list. An icon displays beside the relevant Recipient ID numbers to indicate that the bank information needs to be updated so the recipients can be used in payments.
• Recipient Address: If the address fields for any recipients displayed in search results contain a PO Box, an error message displays at the top of the list. An icon will be displayed beside each affected Recipient ID number to indicate that the address fields need to be updated so the recipients can be used in payments.

This section allows you to upload a predefined .csv file of existing Recipients from your computer into your ScotiaConnect Recipient list. The imported recipients will not be assigned to any service group and can be accessed by all the users of the company. You can update the service group in Modify Recipients to restrict the access of the recipient to the users of one service group. NOTE: If your import file includes ACH recipients, their Account Type will default be “Checking-DA”. If necessary, you can update their account type in Modify Recipients.

Once you have refined your search results, you can download the results as a report. Before exporting, select the following settings:

• Export Format types are comma separated value (.csv), Excel (.xls), fixed length text (.txt), and tab separated text (.tst).
• Include Headings allows you to view column headings in reports.
• Date Format allows you to select how the date will display in your reports. The default display is mm/dd/yyyy or you can choose a short date or long date format.

• Integrated Payments: Recipient Details
• Integrated Payments: Approve Recipient
• Integrated Payments: Activate Recipient
• Integrated Payments: Create Recipient
• Integrated Payments: Deactivate Recipient
• Integrated Payments: Delete Recipient
• Integrated Payments: Modify Recipient
• Help Index
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