Getting Started |
4 |
Business Online Banking Overview |
4 |
Users |
4 |
Subsidiaries |
4 |
Recipients |
4 |
Transaction Type Overview |
5 |
Commercial |
6 |
Users Overview |
6 |
User Management Overview |
7 |
Adding a New User |
8 |
Part 1 of 5: Establishing Transaction Type Rights |
9 |
Part 2 of 5: Disabling a Transaction Type |
10 |
Part 3 of 5: Editing Approval Limits for a Transaction Type |
11 |
Part 4 of 5: Establishing Rights to Access Features |
12 |
Part 5 of 5: Establishing Rights to Access Accounts |
13 |
Editing an Existing User’s Rights |
14 |
Deleting a User |
15 |
Subsidiary Overview |
16 |
Adding a Subsidiary |
17 |
Editing a Subsidiary |
18 |
Deleting a Subsidiary |
19 |
Recipient Overview |
20 |
Part 1 of 4: Adding a Recipient |
21 |
Part 2 of 4: Recipient Account Detail |
22 |
Part 3 of 4: Beneficiary FI Detail |
23 |
Part 4 of 4: Intermediary FI Detail |
24 |
Editing a Recipient |
25 |
Editing a Recipient’s Templates |
27 |
Deleting a Recipient |
28 |
Payment Template Overview |
29 |
Creating a New Payment or Template |
30 |
Part 1 of 7: Selecting A Transaction Type |
30 |
Part 2 of 7: Info & Users |
31 |
Part 3.1 of 7: Single-Recipient & Amount |
32 |
Part 3.2 of 7: Multiple-Recipients & Amounts |
36 |
Part 4 of 7: Import a File into a Template |
39 |
Part 5 of 7: Subsidiary |
40 |
Part 6 of 7: Account |
41 |
Part 7 of 7: Review & Submit |
42 |
Viewing, Approving or Canceling a Transaction |
44 |
Single Transaction |
44 |
Multiple Transactions |
45 |
Splitting a Payment |
46 |
Editing or Using a Template |
49 |
Deleting a Template |
50 |
Payment From File |
51 |
ACH Pass-Thru |
53 |
Tax Payment |
54 |
Mobile Authorizations |
56 |
Transactions |
58 |
Transfer Funds |
58 |
Security |
60 |
Mobile Security Preferences |
60 |
Enabling Touch ID or Fingerprint Login |
60 |
Enabling Passcode Authentication |
62 |
Disabling Passcode Authentication, Touch ID or Fingerprint Login |
63 |
Advanced Bill Pay |
64 |
Home Page Overview |
64 |
Add a Payee |
66 |
Company |
66 |
Individual |
69 |
Bank or Credit Union |
72 |
Edit a Payee |
74 |
Delete a Payee |
75 |
Import Payees |
76 |
Add and Manage Categories |
77 |
Single Payment |
78 |
Edit a Single Payment |
80 |
Create a Recurring Payment |
81 |
Edit or Cancel a Pending Payment |
83 |
Payment Approval |
85 |
Company Profile |
86 |
Edit or Delete Bill Pay Accounts |
87 |
Modify User Permissions |
88 |
Personal Profile |
90 |
e-Notifications |
91 |
Events |
91 |
Logout |
92 |
Recurring |
93 |
Reminders |
94 |
Reports |
95 |
Positive Pay |
96 |
Positive Pay- Introduction |
96 |
Positive Pay- To Upload an Issued Check File |
97 |
Positive Pay- Manually Enter a Check |
98 |
Positive Pay- Void a Check |
99 |
Positive Pay- Managing Exceptions |
100 |
Services |
101 |
Stop Payment Request |
101 |
Single Check |
101 |
Multiple Checks |
104 |
eStatements |
107 |