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Table of Contents
General Information
Security........................................................................................................................................................ 3
Logging In.................................................................................................................................................. 5
Home............................................................................................................................................................ 7
Messages..................................................................................................................................................... 8
Commercial
Managing Users
Adding Users................................................................................................................................. 9
Assigning User Rights..............................................................................................................10
Edit or Delete a User................................................................................................................12
Managing Subsidiaries
Adding Subsidiaries..................................................................................................................13
Edit or Delete a Subsidiary.....................................................................................................14
Managing Recipients
Adding Recipients.....................................................................................................................15
Edit or Delete a Recipient.......................................................................................................16
Templates and Payments...................................................................................................................17
ACH Passthru...........................................................................................................................................21
Tax Payment............................................................................................................................................22
Bill Pay
Bill Pay Overview...................................................................................................................................23
Payees........................................................................................................................................................24
Make a Payment.....................................................................................................................................25
Recurring Payments..............................................................................................................................26
Edit & Cancel Payments.......................................................................................................................27
Categories................................................................................................................................................28
View Bill History......................................................................................................................................29
Transactions
Funds Transfer........................................................................................................................................30
Activity Center........................................................................................................................................31
Statements...............................................................................................................................................32
Bank Offices
........................................................................................................................................33
Services
Stop Check Payment............................................................................................................................34
Settings
Profile.........................................................................................................................................................35
Account Preferences............................................................................................................................36
Security Preferences.............................................................................................................................37
Alerts ..........................................................................................................................................................38
Text Enrollment......................................................................................................................................39
Mobile Authorizations.........................................................................................................................40
Statement Delivery...............................................................................................................................41