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Bank Instructions

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Instructions

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Step 1

Client Profile

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Step 2

Accounts

Client Authorisation

Step 3

Client Authorisation

Initiate

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Initiate

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Featured Articles


Customer Community Tutorial

Video -  11/09/2015

This is a quick overview tutorial of the CQS Confirmations Customer Community.

Bank Survival Guide

Manual -  02/10/2015

This one page user manual depicts which financial institutions will respond to the different forms on an account by account or entity wide basis. A full list of the forms accepted by the different financial institutions is also reflected on the guide.

Manual on SAAPS 6 Forms

Manual -  05/08/2015

This user manual summarizes SAAPS6 and discusses how it is applicable to Confirmation.com. The different form types are also discussed in this user manual.

Popular Articles


Changing Client Signers on Forms

How to Guide -  07/08/2015

This How to Guide provides the user with a screen by screen guide on changing client signers on different forms. Third party responders require client authorisation from a bank mandated client signer before releasing client information to a requesting auditor. Different client signers can be assigned to different forms in a client profile. 

Nedbank Corporate South Africa Audit Confirmation Instructions

How to Guide -  20/08/2015

This guide highlights Nedbank Corporate South Africa's specific instructions on accepted form types and how to setup the different form types for relevant bank accounts.

Standard Bank South Africa Audit Confirmation Instructions

How to Guide -  20/08/2015

This guide highlights Standard Bank South Africa's specific instructions on accepted form types and how to setup the different form types for relevant bank accounts.

Latest Articles


Editing Financial Forms in a Client Profile

How to Guide -  15/08/2016

Users can edit forms that have been loaded onto a client profile by following the below guide. This is especially useful when responders deny requests due to incorrect signer and incorrect account number. Users can add more signers to a form and edit form details accordingly.

Modifying the Client Company Name

How to Guide -  15/08/2016

Users can amend their client's company name by following the steps in the below guide. This is especially useful when responders deny requests based on incorrect account name. Users will need to amend the company name and resubmit the requests.

Editing Authorised Signer Details

How to Guide -  15/08/2016

Users can edit client signer details by following the below guide. This is especially useful when responders deny requests due to incorrect signer. Users can amend the signer's details, reassign the forms and request approval from the new signer prior to resubmitting the bank confirmations.

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CQS Technology Holdings is one of South Africa’s leading software houses specialising in the design, development and deployment of software solutions for financial professionals. CQS provides a full range of professional services and “best of breed” solutions to nearly 4,000 customers spanning Audit, Risk Management and Corporate Performance Management.

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