Changes
How do I add or change bank account information?
How do I delete an old bank account?
How do I update the Default Deposit Account?
How do I update my company’s information, such as name, address, or tax ID?
To update the Company name and address:
To update the Payee Name, Remittance Address and/or United States Federal Tax ID:
How do I add or update our remittance address?
How to update a remittance address:
How to add a remittance address:
How do we change the Xign Administrator?
How Do I Add and Manage Users for My Organization?
Creating a New Role
Creating a New User
New bank accounts must be added online by your organization's Administrator within the Collector application.
Simply login at www.xign.net:
Once logged in, follow the directions below:
1) Select the Admin tab
2) Click Create Account
3) Enter information about your account (required fields are indicated by an asterisk [*])
4) The field "Account Nickname" is a name that you give this account—this is a name which you will immediately recognize.
Example names:
ABC Division
Reserve Account
5) Click OK
Note: Please allow up to 10 business days for verification and approval of bank account additions or modifications.
NEXT STEPS:
JPMorgan Xign Operations will be notified of your new account request and will work with your financial institution to verify your account information in preparation for ACH (Automated Clearing House) processing.
Once approved, the account status will show "Approved" within the Collector, and you will receive an e-mail with instructions on how to link your Remittance Addresses to your new bank account. Selecting the Default Deposit Account in the Remittance Address is how you control which bank account receives the funds.
FUNDS WILL NOT BE DEPOSITED INTO THE NEW ACCOUNT UNLESS YOU HAVE SWITCHED YOUR REMITTANCE ADDRESS(ES) TO YOUR NEW BANK ACCOUNT! This can only be done once the bank account has been verified and approved.
Any payments in the JPMorgan Xign Business Services Network made prior to setting the Default Deposit Account will go to the existing account. Please see “How to update the Default Deposit Account”.
For data integrity and audit purposes OLD BANK ACCOUNTS CANNOT BE DELETED from the Collector application. To control the flow of payments into your new account, you must switch your remittance address(es) to your new bank account. Please see “How do I update the Default Deposit Account”.
To update your deposit bank account, please login to the Collector application to switch your existing remittance address(es) to your new bank account.
NOTE: FUNDS WILL NOT BE DEPOSITED INTO THE NEW ACCOUNT UNTIL THIS HAS BEEN DONE!
Any payments in the application prior to completion of this change will go to the existing account.
To link a bank account to a remittance address, log into the Collector at www.xign.net and follow the directions below:
1) Click the Admin tab;
2) Click the Remittance Addresses link on the left
(DO NOT click the "Create Remittance Address" button);
3) Click the "View" button next to the existing remittance address you wish to link. When the page opens you will see at the top of this page "Edit Remittance Address";
4) Select the bank account from the list in the last field by clicking the drop down arrow and then clicking on the account'
5) Click OK
6) NOTE: If your customer (Disburser, Buyer) will be depositing funds in more than one account, you may set-up a new remittance address by clicking the "Create Remittance Address" button.
Once you have created this new remittance address, you MUST contact your customer to let them know you have more than one remittance address that needs to be mapped to their accounting system. Until this is done, funds will not be deposited to this new account for this remittance address.
To double-check your work:
1) Click the Admin tab;
2) Click Remittance Addresses
3) The associated account (nicknames) will be listed with each remittance address;
4) (Optional) Click on the account nickname(s) to review the details of the bank account(s).
Updating the Company Name is done directly by logging into the Collector by an individual who has the Administrator or SuperUser role.
1) Login at www.xign.net
2) Select the Admin tab
3) Select Company Info link (located on the left-hand side of the page)
4) Select View button
5) Enter in new company information
Note: At this time Zip Code should be only the five digit zip code - otherwise, you will receive an error message
6) Select OK
7) This will update the Company Name and main address.
1) Select "Remittance Addresses" link (located on the left hand side of the screen);
2) Click the "View" button to the right of your address. Once you click "View", the page will change to "Edit Remittance Address"
3) Enter in the new Payee Name
4) Enter in the new Tax ID number (if applicable)
5) Select OK
You should now be able to see the updated information in the invoicing area of the application.
Updating or adding remittance addresses is done from the Collector application by an individual who has the Administrator or Super User role.
Note: Federal Tax ID numbers are stored as part of your remittance address for United States tax IDs only. Tax IDs for all other countries can be added or updated in the Company Information Tax Registration area.
Simply go to www.xign.net, login, and follow the directions below:
How to update a remittance address:
1) Click the Admin tab
2) To find existing remittance addresses, click REMITTANCE ADDRESSES (from the left-hand link list).
3) In the Remittance Summary list, click onto the address you wish to change.
4) Make necessary changes and click OK.
How to add a remittance address:
If you add a new remittance address, you will need to contact your customer to let them know since they will need to link their vendor information to this address in order for it to be used.
1) Click the Admin tab
2) To add a new remittance address, click CREATE REMITTANCE ADDRESS
3) Enter necessary information, including your selection for the bank account to link to your address.
4) Click the OK button.
Note: If you have multiple Remittance Addresses, you may specify the same or different email distributions for each.
The primary contact for an organization within the JPMorgan Xign Business Services Network is also known as the Administrator. The Administrator has login rights to the Xign Collector application and may create new users and reset passwords for other users within their organization.
If you would like to change the contact information for the Administrator at your organization, please click the Change Form linbelow, complete the form, print, have it signed by an officer or other person with banking authority from your organization, and return via fax at (925) 469-9447. Once a fully completed form is received the new Administrator will receive their login information.
The new Administrator (as designated on the form) should NOT sign this form. Simply complete Sections I and II, and return the signed form to JPMorgan Xign via fax at (925) 469-9447.
Note: It is important that the Federal tax identification number and your organization’s name be provided as this is used to verify which company record (account) is to be updated.
There is no fee for changing administrator designations.
Please ensure proper readablity of the content, escpecially when filling out the forms by hand to avoid unnecessary delays.
Choose one of the following formats that will work for you. If you do not have a PDF viewer nor Microsoft Word installed, please use the Online Form.
Change Form (PDF) Change Form (Word 97-2003) Change Form (Word 2007) Online Form
In the Collector application, managing roles and users is an administrative task. It is important to understand that roles and users together define who has access, permissions, and functions within the Collector application.
On initial setup, an account will have only one initial role set up, usually called the SuperUser role. This role provides complete access to the Collector application.
When setting up users, you should begin by setting up the role first, so that you can then assign the users to a role. This is only required if an existing role has not been setup.
1) Log in at www.xign.net using your user name and password
2) Click the Admin tab
3) Click the "Create Role" button
4) Type in the Role Name and Role Description in the space provided.
5) Choose applicable Administrator Role types for the new role.
Note: If you do NOT want to assign any administrative rights to the new role, insure that all checkboxes within the Administrator Type are NOT checked.
1) User Management Authority: Administrators designated with this role can create and delete roles and users, and can maintain and update user information.
Individuals with this role can update their own user account with any permission.
2) Account Management Authority: Administrators designated with this role can enter new bank information to be approved by Xign.
3) Assign basic user permissions to the role by checking the VIEW RIGHTS AGAINST ACCOUNT checkbox.
NOTE: If this is not selected, a user will not be able to login.
4) Assign Bank Account Authorizations for the Role. Check the bank account(s) whose activity you wish this role to monitor or interact with. This role definition enables users to access transactions associated with the bank account. This role does not allow them to view the bank account information or add or update account information. If no bank accounts are selected for the Role, payments can not be viewed.
1) Log in at www.xign.net using your user name and password
2) Click the Admin tab
3) Click the Create User button
4) Complete all of the fields. Be sure to note the Username and Password so you can pass this on to the user.
5) Assign a Role by checking the box next to the appropriate role.
6) Click the OK to create the user.
7) Provide the new user with their login information. Remember that the username and password are case sensitive.
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