Community Bank Business Online Banking eGuide

First page Table of contents Next page Last page
Getting Started4
Business Online Banking Overview4
Users4
Subsidiaries4
Recipients4
Logging In8
Logging Off8
Resetting A Forgotten Password9
Home Page11
Home Page Overview11
Account Summary Overview12
Account Details Overview13
Security15
Protecting Your Information15
General Guidelines15
Login ID and Password15
Fraud Prevention15
Security Preferences16
Change Password16
Alerts Overview17
Date Alerts18
Account Alerts19
History Alerts20
Transaction Alerts21
Security Alerts Overview22
Edit Delivery Preferences22
Secure Message Overview23
Sending a Secure Message24
Funds Transfer25
Activity Center Overview27
Using Filters28
Creating or Deleting Custom Views Using Favorites28
Canceling Transactions29
Statements30
Reordering Checks31
Payment Center32
Payments Overview32
Create a Payee34
Schedule Payments36
Recurring Payments37
Edit or Cancel Payments38
Rush Delivery40
Categories42
Commercial43
User Roles Overview43
Creating, Editing or Copying a User Role44
Part 1 of 8: Establishing Transaction Type Rights45
Part 2 of 8: Disabling a Transaction Type46
Part 3 of 8: Enabling Operation Rights.47
Part 4 of 8: Choosing the Maximum Draft Amount48
Part 5 of 8: Enabling Allowed Accounts48
Part 6 of 8: Selecting Subsidiaries49
Part 7 of 8: Choosing Drafting Hours49
Part 8 of 8: Editing Approval Limits for a Transaction Type50
User Role Policy Tester51
Delete Allowed Actions53
Features54
Accounts55
Deleting a User Role56
User Overview57
User Management Overview58
Adding a New User59
Company Policy Overview60
Features and Accounts62
Payment Template Overview64
Create a New Payment or Template65
Part 1 of 6: Selecting A Transaction Type65
Part 2 of 6: Info & Users66
Part 3 of 6: Single-Recipient & Amount67
Part 4 of 6: Subsidiary71
Part 5 of 6: Account72
Part 6 of 6: Review & Submit73
Editing or Using a Template75
Deleting a Template76
Payment From File77
Recipient Overview78
Part 1 of 4: Adding a Recipient79
Part 2 of 4: Recipient Account Detail81
Part 3 of 4: Beneficiary FI Detail82
Part 4 of 4: Intermediary FI Detail83
Edit a Recipient84
Deleting a Recipient85
Subsidiary Overview86
Adding a Subsidiary87
Editing a Subsidiary88
Deleting a Subsidiary89
ACH Pass-Thru90
Tax Payment91
Create New Report93
Services94
Stop Payment Request94
Settings97
Account Preferences97
Text Enrollment98
Mobile Authorizations99
E-Statement Enrollment101
Branches and ATMs102

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