Administration Help

Service Groups

This section allows you to Add a new Service Group or to “Activate”, “Deactivate”, “Delete” or “Modify” existing Service Groups. The section also displays the detailed information about your Service Groups.

Add Service Group

This page allows you to create a new Service Group, assign a Name, and to assign and configure Service Payment types to a new Service Group.

Actions on this Page

The following actions are available on this page:

  • Continue: saves the information you have entered and proceeds to the next step in the process.
  • Cancel: return to the Administration - Service Groups page.

Step 1 of 4 - Create a New Service Group

  1. Assign a Service Group Name.
  2. Select the appropriate Service Payment Types for this Service Group.
  3. Select “Yes” or “No” for the ‘Unique Payment Number’ option.
  4. Select “Yes” or “No” for the ‘Used for Special Vendor’ option. This option allows you to set up some vendors without the normal tiered approval structure (see Step 3 for more information).
  5. Click on the “Continue” button to proceed to Step 2 in the process.

    6. If you click on the “Cancel“ button you will be returned to the ‘Service Group Information’ page with no information being saved.

Note - the above actions for managing your Service Group will not be saved immediately. You need to complete the entire setup process to save the information you have entered.

Help for the remaining steps of this process is available from the “Need Help?” link on each page.

Creating Service Groups Overview

In order to take advantage of the Service Group functionality, the following steps need to be completed for each Service Group that is to be set up:

  1. First, all required Payment Services (EFT, Interac e-Transfers, IAT, EDI or Wires) must be added to your company's profile on ScotiaConnect. To add an additional service to ScotiaConnect, please contact your relationship manager.
  2. Determine from your company's payments group structure how your ScotiaConnect User Groups will be structured.
    • For example, are your payments made by the company divisions (i.e. Division ABC makes all its own payments) or are they separated by payment type (i.e. payments are made by head office groups like ACH U.S. Payables, or Canadian EFT Payables)? Your ScotiaConnect User Groups likely reflect your finance/payment structure.
    • If your payments are done by agreement/account number, you may choose to set up Service Groups that match your User Groups.
    • You may choose to set up your Service Groups by payment tiers for each agreement and account number. For example, the first Service Group may be responsible for payments up to $10,000 and the second Service Group may handle payments between $10,001 and $1,000,000.
  3. Complete the four-step process on ScotiaConnect to create or add Service Groups for your users.

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