Planning and Advice

PaymentStream™ Automated Funds Transfer (PS-AFT) training videos

PaymentStream™ Automated Funds Transfer (PS-AFT) training videos are presented by service type. Videos will open in a new YouTube window.

PaymentStream AFT – User Management

1 – Adding PaymentStream AFT Access 
2 – Modifying and Removing PaymentStream AFT Permissions


PaymentStream
 AFT – File Upload

1 – Originator Information Page
2 – Testing an AFT File
3 – Uploading an AFT File in Production
4 – Approving Uploaded AFT Files
5 – AFT Reports
6 – Settlement Reports for Business Originators
7 – Archived Tasks


PaymentStream
 AFT – Data Entry Automatic Release

1 – Originator Information Page
2 – Adding an AFT Record
3 – Managing AFT Records
4 – Approving Added and Edited AFT Records
5 – AFT Reports
6 – Settlement Reports for Business Originators
7 – Archived Tasks


PaymentStream
 AFT – Data Entry Manual Release

1 – Originator Information Page
2 – Adding an AFT Record
3 – Managing AFT Records
4 – Releasing Transactions
5 – Approving Released AFT Transactions
6 – AFT Reports 
7 – Settlement Reports for Business Originators
8 – Archived Tasks

Credit Union Business Program Webinars

The Credit Union business webinars are a valuable resource. This is your opportunity to gain insight and learn from the best when it comes to increasing bench strength in your organization. Register today for access to the full series.

 


 

In the beginning — getting your business started

Like many people from the East Kootenay, starting a new business fits with your life style. It may be difficult but it has many rewards. Whether you're planning to run a small business from home, or something larger, there are many things you need to know. Being informed and prepared will increase your chances of success.

Growing Your Business

To grow your business you need to constantly re-examine your short and long-term goals and be prepared to make the changes necessary to expand your business. From understanding who your customer is, who else they may be and positioning yourself there are challenges and rewards!

Non-Profit Organizations

Like many people in the East Kootenay volunteering is a way of life. You may find you might want to consider starting a non-profit organization. In many ways, non-profits are similar to for-profit businesses. You'll still need careful planning and clear objectives if you hope to succeed. The people you hope to help with your new venture may be depending on your success.

We understand how important it is to support our communities, so let us help you understand the unique position of the non-profit in today's business world.

 

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