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

This following actions are available on this page:

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

Step 2 of 4 - Payment Service Attributes

If approvals are required, entitlement settings can be assigned to each payment type being added to your Service Group.

  1. Select the number of dollar amount tiers that are required, up to a maximum of 5.
  2. Enter the amounts to create your dollar ranges for each tier.
  3. Select the number of approvals that are required for each amount tier, up to a maximum of 3.
  4. Assign the payment “Functions” (permissions) for each payment service
  5. Assign the “Agreements” (EDI, EFT and ACH) that the payments will be processed under.
  6. If selected, assign Remittance Advice attributes (EDI, EFT).
  7. Assign the “Accounts” that will be used for Wire payments.
  8. Click on the “Continue” button; or “Previous” if you want to return to the previous step.

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.

To view the details of either an Agreement or Account, click on the text link in the “Agreement Number” or “Account Number” column. A pop up window will display with the related details of the Agreement Number or Account Number.

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, 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 4 step process on ScotiaConnect to create or add Service Groups for your users.

Related Topics