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Table of Contents
General Information Security...............................................................................4 Enrollment..........................................................................7 Logging In...........................................................................8 Home..................................................................................9 Messages..........................................................................11 Transactions Account Details................................................................13 Transfer Money ..............................................................17 Loan Payments................................................................19 Deposit Check..................................................................20 Pay a Bill Overview...........................................................................21 Biller Setup.......................................................................23 e-Bills.................................................................................24 Schedule Payments.........................................................25 Automatic Payments.......................................................26 Change / Cancel Payments.............................................27 View Bill History...............................................................28 Commercial Company Policy Overview..............................................29 Features and Accounts...................................................31 User Roles........................................................................33 Add a User........................................................................35 Assign User Rights...........................................................39 Edit or Delete a User.......................................................41 Adding Recipients............................................................43 Edit or Delete a Recipient...............................................45 Template Overview.........................................................46 Create a Template...........................................................48 Dual Authorization / Payment Approval.......................55 Token Process..................................................................57 ACH Pass Thru.................................................................59 Create a Report................................................................60