Commercial banking Support Centre
Browse support resources
View statements (Commercial)
Access up to 7 years of membership statements and download them as PDFs.
Stop cheques (Commercial)
Add, view, and cancel stop cheques for your accounts online.
Adding accounts (Commercial)
Manage which accounts are available in your commercial online banking contract. Add new accounts as your memberships grow and designate up to 10 main accounts…
Pending transactions & approvals (Commercial)
View transactions awaiting approval, review details, and approve or decline as required.
Import transactions into accounting software (Commercial)
Download transaction history in CSV, OFX, or BAI2 and import it into your accounting software. Get step-by-step instructions to do it manually.
Troubleshooting accounting software (Commercial)
Fix connection issues between commercial online banking and your accounting software. Get step-by-step instructions to resolve common problems.
Link to accounting software (Commercial)
Connect commercial online banking to platforms like QuickBooks or Xero. Get step-by-step instructions to link your accounts.
Change statement preferences (Commercial)
Switch between electronic and paper statements, managed per membership. Get step-by-step instructions to update your preference.
Notification settings (Commercial)
Set up account notifications for specific transaction amounts, ranges, or changes in account balances.
Change communication settings (Commercial)
Choose how Servus communicates with you. Get step-by-step instructions to update your preferences on a membership-by-membership basis.
Update profile settings (Commercial)
Keep your email address and SMS number current. Get step-by-step instructions to update your contact information.
Print and export transactions (Commercial)
Filter, download, and print transaction history in multiple formats, including CSV, OFX, and BAI2. Get step-by-step instructions to export or print.
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