As the primary account holder, you can now give sub-users on your business account specified roles and permissions, keeping you in control.
Log in and select Business Admin under the Self Service tab.
Select Users to edit which accounts and permissions you want to provide.
Select permissions and account access for each user you create
Use the new chat feature to work with a Skyla team member during business hours!
Pay your credit card or commercial loan directly from the app!
Invite sub-users to join roles on your business account.
Link external accounts from other financial institutions directly from the dashboard and see all your accounts in one place!
Manage your money, your way with account alerts and savings goals right from the palm of your hand.
Autobooks offers invoicing, payment acceptance, accounting, and more — all seamlessly integrated into the new Digital Banking platform. Start using it today by logging in to Digital Banking and selecting Autobooks under the Transfers & Pay tab!
Create and send professional invoices within minutes and provide your customers with easy online payment options.
Automate tedious bookkeeping tasks by receiving payments in the same place you manage vendors and pay bills.
Every transaction inside your checking account is automatically synced with the Autobooks platform. Plus, you can link accounts and credit cards from other financial institutions to your Autobooks account, meaning every transaction will be accounted for.
Introducing our user-friendly Business ACH service, designed to simplify your transactions while providing enhanced security and flexibility. With our Business ACH service, you can easily manage your business payments and transfers.
Access your Business ACH through the Transfer & Pay tab in Digital Banking
Create a new template and input the account type, company name, and access level
Once the template is ready, you can assign payees to the template and send or schedule payments!
We’re rolling out some awesome features in the new Digital Banking platform to help you better understand and manage your finances and keep you in control.
Take a simple quiz on your spending, saving, and borrowing patterns for personalized coaching and resources to help you improve your score.
Create custom savings goals for all of your spending needs, receive progress reports along the way, and stay on track with gentle reminders.
Use the Spending Analysis tool to visualize spending habits, build budgets, categorize purchases, and plan for your future.
Linking accounts has never been easier on your computer, tablet, or phone!
Link your accounts from other financial institutions to see all your finances in one convenient place.
On another account at Skyla as a joint user? These will automatically link, too!
Our new platform comes packed with additional benefits in profile settings including login history, shared access management, custom color coding, nicknaming of accounts, and more. But we're most excited about:
You'll now be able to unlock yourself, meaning you no longer need to call Skyla to get back in!
Joint account holders can now create their own login to view and manage the shared account(s).
Sole Properties, DBAs, and Single Member LLCs using a Social Security Number instead of an EIN, will need two logins.
All members on an account (both primary and joint) will need to register separately with their own Usernames and Passwords if they wish to access Digital Banking.
Most members will only need to register once. If you have multiple member numbers, choose the one you consider your main account. Then, all your other accounts will link automatically, enabling you to view all your accounts under your new Username!
However, business accounts and some specialty accounts won’t automatically be linked and will need to be registered separately.
If there’s an account you’re on that doesn’t appear on your dashboard, it’s possible the account is hidden. To un-hide an account, click on Settings then choose Accounts. From there, you can click on the pencil icon next to each account to make edits.
Still don’t see the account? Try logging out and back in. If you're still having issues, give us a call at 704.375.0183 or send us a secure message in Digital Banking.
To hide an account, click on Settings the choose Accounts. From there, you can click on the pencil icon next to each account to make edits. You may hide accounts from widgets, such as Dashboard, My Accounts, Transfers, etc. But don't worry, you won’t lose any transaction data and it will all still be there should you decide to come back and un-hide this account.
If any of your accounts end in the last 3 digits, it may be hard to tell them apart on your dashboard. We recommend giving each account its own nickname and color by clicking on Settings and then choosing Accounts. From there, you can click on the pencil icon next to each account to make edits.
You can still get the full account number by selecting each account and selecting Account Details.
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