Service Information Help

File Transfer

The Service Information screen displays information about a particular service, including:

  • Service Name
  • Hours of availability
  • Functions assigned to the service
  • Accounts associated with the service

The File Transfer Service enables users to upload and download information.

Within this service, access can be assigned to the following functions:

File Download The File Download functions allows users to download account balance and transaction information into a specified file format. The file can then be imported into other applications (e.g. spreadsheet).
File Upload The File Upload function allows users to upload files to Scotiabank. Issued cheques can be uploaded to the Bank to be reconciled by our Cheque Reconciliation service.

If a function has been assigned to the service, a check mark will be displayed in the Assign column next to the function. To assign a function, click on the checkbox beside the function.

Note: Only users with Administration privileges can make changes to the individual functions within the services subscribed to.

To save any changes, click on the Submit button.

The accounts belonging to the service are listed at the bottom of the Service Information screen. Click on an account number to see details of an individual account.

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