First Commerce Credit Union: Digital Banking Guide Business Edition

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Getting Started6
Business Digital Banking Overview6
Users6
Subsidiaries6
Recipients6
Business Digital Banking Transaction Types7
Transaction Type Overview7
Commercial8
Users Overview8
User Management Overview9
Adding a New User10
Part 1 of 6: Editing or Assigning User Rights11
Part 2 of 6: Establishing Transaction Type Rights12
Part 3 of 6: Disabling a Transaction Type13
Part 4 of 6: Editing Approval Limits for a Transaction Type14
Part 5 of 6: Establishing Rights to Access Features15
Part 6 of 6: Establishing Rights to Access Accounts16
Deleting a User17
Recipient Overview18
Part 1 of 4: Adding a Recipient19
Part 2 of 4: Recipient Account Detail20
Part 3 of 4: Beneficiary FI Detail21
Part 4 of 4: Intermediary FI Detail22
Editing a Recipient23
Editing a Recipient’s Templates25
Deleting a Recipient26
Payment Template Overview27
Creating a New Payment or Template28
Part 1 of 6: Selecting A Transaction Type28
Part 2 of 6: Info & Users29
Part 3.1 of 6: Single-Recipient & Amount30
Part 3.2 of 6: Multiple-Recipients & Amounts34
Part 4 of 6: Import a File into a Template37
Part 5 of 6: Account38
Part 6 of 6: Review & Submit39
Viewing, Approving or Canceling a Transaction41
Single Transaction41
Multiple Transactions42
Splitting a Payment43
Editing or Using a Template46
Deleting a Template47
Payment From File48
Tax Payment50
Mobile Authorizations52
Advanced Bill Pay54
Payments Overview54
Hiding or Unhiding Payees from Payment Screen55
Creating a Payee Overview56
Creating a Payee: Company57
Creating a Payee: Person59
Part 1 of 3: Choosing Payee and Payment Method59
Part 2 of 3: Adding Payee Information60
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code61
Creating a Payee: Bank or Credit Union62
Part 1 of 2: Entering Bank or Credit Union Information62
Part 2 of 2: One-Time Activation Code64
Editing a Payee65
Deleting a Payee66
Scheduling Payments67
Rush Delivery68
Recurring Payments70
Editing Payments71
Skipping Payments72
Canceling Payments73
Setting Up eBills74
Adding an Account75
Editing an Account76
Deleting an Account77
Editing Personal Information78
Editing Alerts79
Categories80
Editing a Category81
Deleting a Category82

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