BankMobile

Click on the BankMobile button from the Main Menu to manage cardholders.

This image shows the BankMobile screen with options for searching cardholders by date range, by name, and by Identification.

Select the cardholders by clicking on them. You may select multiple cardholders using the Shift or Ctrl key.

A search for cardholders can be performed based on the date range (Activity Date) the card file was sent, cardholder name or id. Only people with an Enabled status will have payments designated as payments through BankMobile Disbursements.

If a person was listed on an error report provided by BMTX, errors will first need to be corrected in Banner. Afterward, select the person in the Cardholders list, and click the Resend button to update the status to Resend. The scheduled queries will then retrieve and deliver these updated records to BMTX.

Resending Records

Click on the Resend button to change a cardholder's status to Resend. The records will not be re-sent immediately, but will be included in the next scheduled card file.

If a schedule has not been set up, you will need to Preview and Deliver the card file manually.