New Customer - Location

The New Customer – Location page allows you to add one or more locations to a new customer.

1. To create a new location, enter all required information (indicated by an asterisk (*)), noting the following:
   • Enter a location name and unique number to identify the location.
   • If your system is configured to limit permissible capture sources by location and you wish to restrict this location to specific capture sources, select the appropriate Capture sources check boxes to identify all allowable capture sources from which deposits can be made for the current location.
   • If your system is configured to use Long Term Paper Storage (LTPS) management, associate the new location with a defined LTPS facility by selecting the appropriate site from the LTPS list.
   • If your system is configured to use location-based posting dates, select the appropriate time zone and region to use for the location.
   • If your system is configured to allow posting date overrides and you wish to allow operators to override the current posting date when creating new deposits for this location, select the Allow posting date on deposit creation check box.
   • Assign one or more accounts to the location:
     • To grant the location access to an account, select the account from the Available Accounts list, and click the Add >> button. This moves the account to the Selected Accounts list and makes the account available to the location.
     • To deny the location access to an account, select the account from the Selected Accounts list, and click the << Remove button. This moves the account to the Available Accounts list and removes the location's access to the account.

       Tip: You can work with multiple accounts simultaneously by pressing and holding the CTRL key while selecting accounts to either grant or deny location access.

     • If you are defining multiple locations, enter all required information for the first location, click the Add Location button, then repeat the process for each additional location. Newly created locations appear in the list at the bottom of the page.
     • To remove a location, click the delete icon () for the location you want to delete.
2. When you have finished creating all locations, click the Save button to save your changes, or click the Add User button to save your changes and navigate directly to the New User page.