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- ATM Management System
- Questions and answers
Questions, answered
Answers for teams preparing banking instructions and provider settlement.
ATM Management System
10 questions
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How do I get started?
Click Get started, then use Proto to configure ATM Management System for your business. Pilot one organization, one provider, a reviewed banking instruction and a reconciled provider movement.
Who approves a banking instruction?
Independent Maintenance Approver reviews the current instruction revision. Maintenance Preparer prepares it and cannot approve their own submission.
Does submitting an instruction confirm settlement?
A provider instruction reference identifies the submission. Confirmed work depends on verified provider confirmation or settlement evidence.
How is an account application completed?
The preparer submits its revision with evidence. An independent approver decides it; completion follows the provider granting account authority.
What happens when a provider response is late?
Keep the instruction pending, retain its operation receipt and check the provider outcome before resubmitting or closing it.
How are provider movements matched?
Compare the same financial account, exact amount and confirmed occurrence date with the linked work order. A difference remains unmatched or becomes an exception.
Can an administrator approve a transaction?
App Administrator manages organization membership and service provider configuration. That access does not grant independent approval authority.
What does an auditor see?
Auditor reads authorized evidence and reports within assigned scope without record writes or action execution.
Can we bring existing account balances?
Import dated provider snapshots with the provider snapshot ID, ledger amount and available amount. Reconcile opening and closing balances with confirmed movements.
How are corrections handled?
Keep prior decisions and verified provider evidence. Check the actual provider effect before changing authorized or confirmed scope.
Set up ATM Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.