Sterling Bank & Trust Business Online Banking eGuide
First page
Table of contents
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Last page
Getting Started
6
Business Online Banking Overview
6
Users
6
Subsidiaries
6
Recipients
6
Business Online Banking Transaction Types
7
Transaction Type Overview
7
Commercial
8
Users Overview
8
User Management Overview
9
Adding a New User
10
Part 1 of 5: Establishing Transaction Type Rights
11
Part 2 of 5: Disabling a Transaction Type
12
Part 3 of 5: Editing Approval Limits for a Transaction Type
13
Part 4 of 5: Establishing Rights to Access Features
14
Part 5 of 5: Establishing Rights to Access Accounts
15
Editing an Existing User’s Rights
16
Deleting a User
17
Subsidiary Overview
18
Adding a Subsidiary
19
Editing a Subsidiary
20
Deleting a Subsidiary
21
Recipient Overview
22
Part 1 of 4: Adding a Recipient
23
Part 2 of 4: Recipient Account Detail
24
Part 3 of 4: Beneficiary FI Detail
25
Part 4 of 4: Intermediary FI Detail
26
Editing a Recipient
27
Editing a Recipient’s Templates
29
Deleting a Recipient
30
Payment Template Overview
31
Creating a New Payment or Template
32
Part 1 of 7: Selecting A Transaction Type
32
Part 2 of 7: Info & Users
33
Part 3.1 of 7: Single-Recipient & Amount
34
Part 3.2 of 7: Multiple-Recipients & Amounts
38
Part 4 of 7: Import a File into a Template
41
Part 5 of 7: Subsidiary
42
Part 6 of 7: Account
43
Part 7 of 7: Review & Submit
44
Viewing, Approving or Canceling a Transaction
46
Single Transaction
46
Multiple Transactions
47
Splitting a Payment
48
Editing or Using a Template
51
Deleting a Template
52
Payment From File
53
Tax Payment
55
Mobile Authorizations
57
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