Banker Frequently Asked Questions


 

Single Sign On

Starting this fall, Bank of America will no longer be supporting the single sign on experience through online banking.

Existing clients will always be able to access their account at https://app.viewpost.com/logon

What does Viewpost cost? 

Viewpost charges a monthly $14.99 subscription fee for each company account, plus transaction fees for some customers. This fee is not included or offset by any bank institution fees.  

 

How do electronic payments work?   

  • Not all banks are eligible for electronic payments via Viewpost, and paper check will be the only option. For accounts that do have electronic payments, there are dollar limits that will appear when sending payments. 
  • For those that are both parties need to be registered and connected on Viewpost
    • Once your client registers they can invite the other company to register by going to the Network Tab and 'Adding New Company' to invite them to join Viewpost. 
  • Both parties register their respective bank accounts  
  • Payment timelines depend on the receiving bank which can vary days 
  • Payments submitted to companies or people not registered on Viewpost will go as paper checks  
  • We do not yet support the ability to enter someone else’s routing and account number and push an ACH like Direct Pay  
    • Credit card payments are available through an integration with Stripe

What does Viewpost not do?  

  • Internal Transfers between savings and checking accounts, family accounts
  • International payments (Domestic Only)
  • Wires with guaranteed delivery date 
  • Payroll  (withholdings)
  • Push or Pull ACH- Entering the other company's routing and account number 
  • Bill pay for electronic payments to unregistered users
  • Add a button to a website for click and pay

Steps for registering:  

  1. Confirm your client understands Viewpost features and pricing.  
  2. Direct the client to follow the simple self-enrollment process at Bankofamerica.com/Viewpost (this integration is designed to have leads generated and delivered via SBRS) 
  3. Submit leads via Salesforce to receive referral credit. To help verify your referral, be sure to include as much information as possible, including company name, contact name, email address, user name and phone numbers.  

What Accounting Packages or import options are available?  

  • Have your client reach out to support, so we may discuss the features and functionalities of our Sync products.

Payment Tips:  

  • If a customer needs to stop an electronic payment, they need to stop payment with the bank. The check number, payee, and dollar amount are available to them on the Viewpost website.  Most electronic payments to Bank of America accounts are Image Cash Letter payments, which is similar to stopping a paper check. 
  • If a payment is returned, please check with both banks for reasoning. If a payment failed for any reason it would need to be reissued. Viewpost does not retry payments

 

 


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