Digital 1 AOTM conversion FAQs

Amalgamated Online Treasury Manager (AOTM) Updated Design

Effective June 20, 2021

Amalgamated Online Treasury Manager (AOTM) is evolving to bring you a new responsive design, streamlined menus and improved navigation to exceed the most demanding user needs.  The updated design will be in effect on June 20, 2021.

What’s new for you?

  • In addition to the responsive design, you’ll have a centralized approval workspace for templates, transactions and user admin.
  • Dynamic table rows allow you to easily view more information or related tasks.
  • Modern font icons represent concepts to help you easily identify actions.
  • Menus have been streamlined, reducing the amount of submenus from the screen
    • Submenus have been formatted in a tab-like structure for easier access

What’s staying the same?

  • Your account information remains the same and no action is required on your part.
  • Login Process stays the same
  • All templates stay the same
  • Users and settings are the same
  • Transaction history and reports are the same
  • Entering a wire or ACH transaction is the same process
  • Approving transactions or exceptions stays the same

The following pages contain highlights on what you can expect on the refreshed look.  Most of the action items (pulling reports, entering transactions, approvals) have the same structure, so you will not have to learn any new systems.  It is still very intuitive.

Welcome Page

The Welcome Page is more streamlined, giving a cleaner look and feel.  The overall update is less cluttered, and includes a “favorites” link for quick and easy access to commonly used action items.

  • Accounts Summary – see all of your accounts, and click on each one for detailed information
  • Manage your Exception Decisions for Check and ACH Positive Pay
  • Easy access to the Approvals page to quickly do approvals such as wire or ACH transactions
  • Favorites – up to 5 shortcuts
Dgital 1 AOTM Updated Design Welcome Page Screens

Favorites Shortcut

  • You can set up to 5 shortcuts for easy access to commonly used menus or reports.  Just click on the “star” and you can select the menus you want.