Help & Support
Setting up and changing transaction limits
Transaction limits let you control how much money can be paid or transferred out of your accounts. You can set limits on the amount of money that can be paid or transferred in each transaction, and in each day. Your daily limit needs to be larger than the limit on each transaction.
Creating and changing transaction limits
You can add transaction limits to your accounts when you’re filling out the Internet Banking for Business registration form
If you need to change transaction limits, go to the ‘Administration’ tab in Internet Banking for Business:
- choose ‘Authorisations and Limits’ from the left-hand menu
- click on ‘View/Print Authorisations & Limits’ at the bottom of the screen to generate a PDF, and print a copy
- write in your changes
- get the PDF signed by the account authorisers
- scan and email everything to us at firstname.lastname@example.org.
Setting transaction limits for each user
You can set different transaction limits for each of your users. Go to the ‘Administration’ tab in Internet Banking for Business:
- choose ‘User List’ from the left-hand menu
- find the user you want to give a transaction limit
- click on ‘Edit’
- click on ‘Customise Permissions’
- find the payment type that you want to set a limit on, and type in the user’s new limit
- click ‘Next’, and then ‘Submit’.
If you change your site’s transaction limits, you’ll need to go to the user list and change each user’s limits to give them access to the changes.