Content Hub

From setting up accounts to creating payment templates to generating

reports – you can find videos, documents and webinars to teach you

exactly what you need to know.

Working with Users

Learn how to create and modify Users, as well as reset passwords in ScotiaConnect.

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Modifying Existing Users

How to modify the privileges of an existing user in ScotiaConnect.

Administration of ScotiaConnect

Learn how to make changes to your ScotiaConnect agreement, as well as how to give Administrator privileges to a user group.

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Self-Administration

How to use Self-Administration in ScotiaConnect.

Basic Transactions

Learn how to create and submit Account Transfers and Bill Payments.

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Account Transfers

How to process account transfers.

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Stop Payments

How to issue and remove stop payments in ScotiaConnect.

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Bill Payments

How to add, edit, approve, submit and delete bill payments.

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Bill Payments Imports

How to import bill payments from a file.

Reporting Services

Learn how to search for transactions, as well as set up customized alerts in ScotiaConnect.

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Transaction Search

How to search for transactions.

File Delivery

How to upload files, download reports and set up entitlements for File Delivery in ScotiaConnect.

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File Delivery

How to upload files, download reports and set up entitlements for File Delivery in ScotiaConnect.

Service Groups/Integrated Payments Administration

Learn how to administer access to Integrated Payments using Service Groups and User Groups.

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Adding and Modifying Service Groups

How to modify existing Service Groups and create new ones for Integrated Payments.How to modify existing Service Groups and create new ones for Integrated Payments.

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Assigning Service Groups to User Groups

How to assign existing Service Groups to User Groups.

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Entitlements for Wire Payments

An overview of Wire Payment entitlements for Integrated Payments.Note that this is an addendum video for "Adding and Modifying Service Groups." Please see that video for more information on Service Groups.

Creating Payments

Learn how to create Integrated Payments, either from existing Templates, or as one time payments.

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Creating Integrated Payments from Existing Templates

How to create, approve and submit integrated payments from existing templates.

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Creating One Time Integrated Payments

How to create, approve and submit one time Integrated Payments.

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Creating a One Time Wire Payment

An overview of creating a One Wire Payment for Integrated Payments. Note that this is an addendum video for "Creating One Time Integrated Payments." Please see that video for more information on the entire payment flow.

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Template Maintenance

How to manage your Integrated Payment templates.

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Recipient Maintenance

How to add, edit, approve and delete recipients.

Payment History & Investigate Wires

Learn how to review your Integrated Payments history and reports, and how to send Wire Memos to investigate or recall wire payments.

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Reconciling Integrated Payments

How to reconcile your processed Integrated Payments by viewing payment history and reports.

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Wire Payment Memos

How to create and receive Integrated Payment wire memos.

Electronic Cheque Services

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ECS - Administration

How to add users, modify entitlements and reset passwords.

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ECS - Searches

How to search for processed and issued cheques.

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ECS - Manual Uploads

How to manually upload issued cheque information.Note this is intended for low volumes and not intended as a substitute for issued cheque file uploads.

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ECS - Exceptions

How to process and make exception decisions.

Electronic Cheque Services for Clearthrough Accounts

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ECS for Clearthrough Accounts – Administration

How to request new users, modify existing users, run user reports, and reset passwords.

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ECS for Clearthrough Accounts - Exceptions & Reports

How to view, make decisions on exception items and generate reports.

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ECS for Clearthrough Accounts - Updates & Issued File History

How to void, upload and correct items as well as how to view the history of issued cheque file uploads.

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Remote Deposit

How to create deposits, view items and generate reports in the Remote Deposit service.

 

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Administration

How to add new users, modify existing users and reset passwords.

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Searches & Reports

How to search for items and view reports.

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Alerts

How to create, modify and view alerts.

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Exceptions

How to review and make decisions on exceptions.