Learn How to Use Treasury

Note: This version of Treasury is currently in Limited Availability (LA) for some of our customers. To send feedback during LA, create a Customer Support case to help us review and prepare for general availability.

With the Treasury redesign, you’ll notice a more intuitive learning experience as you interact with and consume help resources.

• This begins with task-based labels that help you easily complete work. The refreshed labeling complements the new design patterns and paves the way for a consistent and recognizable user interface (UI) throughout deposits, misc payments, and settings.

• You’ll also notice more informational text in the UI with access to concise, targeted content for completing tasks and tutorials for deeper understanding about concepts and processes.

These resources work together to provide accurate content at the right time and place so you can easily consume it and complete your task.

Review the following help examples.