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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................................................................................................................11
Managing Subsidiaries
Adding Subsidiaries..................................................................................................................12
Edit or Delete a Subsidiary.....................................................................................................13
Managing Recipients
Adding Recipients.....................................................................................................................14
Edit or Delete a Recipient.......................................................................................................15
Templates and Payments...................................................................................................................16
ACH Pass Thru.........................................................................................................................................20
Transactions
Bill Pay
Overview.......................................................................................................................................21
Payees............................................................................................................................................23
Make a Payment........................................................................................................................24
Recurring Payment...................................................................................................................25
Edit & Cancel Payments..........................................................................................................26
Categories....................................................................................................................................27
View Bill History.........................................................................................................................28
Deposit Check.........................................................................................................................................29
Activity Center........................................................................................................................................30
Statements...............................................................................................................................................31
Branches
................................................................................................................................................32
Services
Sphere........................................................................................................................................................33
Stop Payment..........................................................................................................................................34
Settings
Profile.........................................................................................................................................................35
Account Preferences............................................................................................................................36
Security Preferences.............................................................................................................................37
Alerts ..........................................................................................................................................................38
Text Enrollment......................................................................................................................................39
Mobile Authorizations.........................................................................................................................40
Address Change.....................................................................................................................................41
Statement Delivery...............................................................................................................................42