Your Migration Phases
The following guide has been prepared to make your transition as easy and seamless as possible. Along with these migration tools, we have also prepared extensive User Guides to help with training and platform questions.
The following guide has been prepared to make your transition as easy and seamless as possible. Along with these migration tools, we have also prepared extensive User Guides to help with training and platform questions.
Please make sure you follow the steps below during the Pre-Migration phase. It is important to complete any updates to users and templates prior to 6 p.m. PT on Friday, January 28, 2022 to ensure these changes migrate from Treasury Net to Business Suite.
You will have a preview period to view and learn Business Suite while you are still using Treasury Net. Please make sure you follow the steps below during your initial logins to the platform. It is important to complete these tasks to ensure a successful launch.
In Phase 3 of your migration, all users can begin transacting through Business Suite. Treasury Net access will become view only.
Note: If you currently use Business Bill Pay, a new version will be accessible through Business Suite. Additionally, if you currently use other treasury management services, including E-Deposit, ACH Positive Pay, and Account Reconcilement Processing, you will have single sign-on access to these services..
For an additional two weeks, you will have access to Treasury Net for data review and validation, account history, and audit history.
While most of your data will be converted, you will want to reestablish any data that WILL NOT be converted, such as recurring payroll transactions. Review the full list of data that will not be converted.
In the final phase of your migration, your Treasury Net access will be deactivated, and you will no longer be able to log in to the old platform.
At this point, you will use Business Suite for all of your business banking transactions.
Migration Specialists are available to help you during your transition to Business Suite.
Contact the Migration Help Line at (800) 599-0020, Option 1
Monday through Friday, 8:00 a.m. – 6:00 p.m. PT.