Community First Credit Union: A Quick & Easy Guide to Business Online Banking
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Getting Started |
4 |
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Business Online Banking Overview |
4 |
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Users |
4 |
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New User Enrollment |
5 |
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Logging Off |
7 |
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Resetting A Forgotten Password |
8 |
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Home Page |
10 |
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Home Page Overview |
10 |
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Asset Summary Overview |
11 |
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Account Details Overview |
12 |
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Quick Transfer |
14 |
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Account Grouping |
15 |
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Editing a Group Name |
16 |
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Deleting a Group |
16 |
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Security |
17 |
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Protecting Your Information |
17 |
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General Guidelines |
17 |
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User ID and Password |
17 |
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Fraud Prevention |
17 |
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Security Preferences |
18 |
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Change Password |
18 |
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Change User ID |
19 |
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Secure Access Code Delivery |
20 |
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Alerts Overview |
21 |
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Date Alerts |
22 |
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Account Alerts |
23 |
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History Alerts |
24 |
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Online Transaction Alerts |
25 |
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Security Alerts Overview |
26 |
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Edit Delivery Preferences |
26 |
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Secure Messaging |
27 |
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Secure Message Overview |
27 |
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Sending a Secure Message |
28 |
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Transactions Overview |
29 |
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Moving Money Overview |
29 |
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Transactions |
30 |
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Transfer Funds |
30 |
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Transfer to a Member |
32 |
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Linking Someone’s Community First Account |
32 |
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Single Transfers Between Community First Accounts |
33 |
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Loan Payments |
34 |
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Online Activity Overview |
35 |
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Using Filters |
36 |
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Creating or Deleting Custom Views Using Favorites |
36 |
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Canceling Transactions |
37 |
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Pay Bills |
38 |
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Enrollment |
38 |
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Overview |
40 |
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Biller Set Up |
41 |
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eBills |
42 |
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Schedule Payments |
43 |
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Automatic Payments |
44 |
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Change/Cancel Payments |
45 |
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View Bill History |
46 |
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Business Banking |
47 |
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Entitled Users Overview |
47 |
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User Management Overview |
48 |
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Adding a New User |
49 |
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Part 1 of 5: Establishing Transaction Type Rights |
50 |
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Part 2 of 5: Disabling a Transaction Type |
51 |
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Part 3 of 5: Editing Approval Limits for a Transaction Type |
52 |
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Part 4 of 5: Establishing Rights to Access Features |
53 |
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Part 5 of 5: Establishing Rights to Access Accounts |
54 |
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Editing an Existing User’s Rights |
55 |
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Deleting a User |
56 |
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Services |
57 |
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Card Services |
57 |
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Stop Payment Request |
58 |
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Personal Financial Management |
61 |
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Welcome |
61 |
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Understanding PFM |
62 |
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Supporting Your Financial Plan |
62 |
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PFM Basics |
64 |
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Online Banking Home Page |
64 |
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Your First PFM Session |
65 |
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Managing Categories |
66 |
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Automatic Categorization |
66 |
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Enter Manual Category |
66 |
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Split a Transaction Category |
67 |
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Link an Account |
68 |
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Report Widgets |
69 |
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Net Worth |
69 |
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Budget |
70 |
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Automatically Generate a Budget |
70 |
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Create/Edit a Budget |
71 |
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Spending |
72 |
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Trends |
73 |
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Debts |
74 |
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Settings & Alerts |
75 |
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Account Preferences |
75 |
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Text Enrollment |
76 |
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Statement Preferences |
77 |
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Locations |
78 |
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Locations |
78 |