Upgrade Timing & Access | Upgrade Business Impact | Logging In/General

Upgrade Timing & Access

When will this system upgrade occur?
The conversion will take place Friday, December 2, until it launches on Monday, December 5. Please note that your online and electronic banking services, including Cash Management, will not be available during that weekend.

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Upgrade Business Impact

Will my online bill pay be impacted by this upgrade?

During our conversion, any scheduled bill payments will be processed as usual. If you need to schedule any payments during this period or make any changes or delete bill payments, you should do so by Friday, December 2.

When you access the new Bill Pay site, after logging in to the Orrstown Treasury Online platform, you will see that it is virtually the same as the current system with slight changes to the look and feel of the new Bill Pay screens, but all your bill payment information, including your payees, recurring payments, and history, will be transferred to the new system. However, we do ask that you verify the payee information the first time you pay a bill. For existing Bill Pay users, while all information will be transferred to the new system, you will need to agree to the Bill Pay terms and conditions, but you will not have to re-enroll.

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How will this upgrade affect my bank statements?

All statements will be converted to the new system and access to them will remain the same. If your account is enrolled in e-Statements, you will not need to re-enroll. You will continue to receive your statements electronically as you have in the past. We do recommend you regularly save statements for historical reference.

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How will the system upgrade affect my cash management services?

Cash Management services will not be available between close of business on Friday, December 2 and until the new platform launches on December 5. Prior to conversion, if you wish to modify a current online transaction, please be sure to complete all changes no later than close of business on Friday, December 2.

After you have successfully logged in to Orrstown Treasury Online, our system will enable you to securely access the tools you use.

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Will my account alerts transfer to the new Orrstown Treasury Online platform?

No, unfortunately account alerts will not transfer and will need to be set up again in the new platform.

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Will my current ACH batches transfer over?

Yes, your ACH batches will transfer to the new platform. However, you will need to re-establish the frequency and start dates for any recurring ACH batches you may have in place.

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Will my current wire templates transfer over?

Domestic Wires - Yes, your wire templates will transfer to the new platform. However, you will need to re-establish the frequency and start dates for any recurring wire transactions you may have in place.

International Wires - No, unfortunately international wire information will not transfer and will need set up again in the new platform. We suggest that you back up any international wire information including payee, bank and foreign currency details to your own database no later than Friday, December 2.

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How can I access remote deposit?

Remote Deposit will be accessed within the new online platform and it will have the same look and feel. New: We will also offer mobile deposit through the new Orrstown Treasury Online app! Please contact your Treasury Management Sales Officer to enroll in mobile deposit.

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Do I have to set up anything for check positive pay?

Yes, clients who use Positive Pay will need to reestablish file upload settings. To make things a little easier for you, we suggest capturing a screen image of your current Positive Pay  settings and saving it for reference after accessing the new Orrstown Treasury Online platform.

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If I use Intuit product (Mint/Quicken/Quickbooks), is there anything I need to do?

Our system upgrades will require you to make changes to your Intuit Quicken, QuickBooks, or Mint software. These services may be interrupted during this time.

Prior to Friday, December 2, you should complete a data file backup and a final transaction download to ensure a smooth transition. It is critical to complete the final download before this date because transaction history might not be available after the upgrade. Please also carefully review your downloaded transactions after completing the migration instructions to ensure no transactions were duplicated or missed on the register. If you use QuickBooks Online with Direct Connect, please contact your Treasury Management Sales Officer for more details.

On Monday, December 5, you will be able to complete the remaining steps on the conversion instructions. You will complete the deactivate/reactivate of your online banking connection to ensure that you get your current Mint, Quicken or QuickBooks accounts set up with the new connection.

CONVERSION INSTRUCTIONS

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Logging In/General

What web browsers are supported with the new Orrstown Treasury Online platform?

Orrstown Treasury Online supports the most recent release and the last-released versions of the following browsers: Microsoft Edge™, Google Chrome™, Mozilla® Firefox®, and Apple® Safari®.

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What is a Company ID?

The Company ID is the specific code that Orrstown Treasury Online uses to identify your company. Users need this code to log in to the system. This code will be provided to your company’s administrator.

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Do I need to establish separate login credential to access Orrstown Treasury Online from a computer and the mobile app?

No. After you log in for the first time from a computer, your login credentials will be the same on both platforms.

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What is the difference between a User, Super User, and an Admin?

• Administrators have access to the user settings, including adding, editing, deleting, and approving company users in Orrstown Treasury Online. Administrators also have the ability to set entitlements and limits for all users, increasing the security of the platform. They also have the ability to restrict login access based on IP address and time of day.
• Super Users have access to all accounts and transactional permissions enabled for the company.  In order for a user to have access to user settings and all transactional functions, the user should be set up as both an “Admin” and a “Super User.
• Users are provided entitlements to perform certain actions (such as ACH, Wires, etc.) by Admins.

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Are there any demos available for help using the new system?

Yes. Play the video below for a tutorial on the platform. Additional function-specific videos will be available closer to the conversion. 

Is there a mobile banking app for Orrstown Treasury Online to download?

Yes, we are pleased this upgrade will now include an Orrstown Treasury Online app for Apple and Android clients. Please download the app at the respective stores so you can bank from anywhere!

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