17
Welcome Page and Menu
The top of each account page is accommodated with a convenient menu that helps
maintain easy navigation. Quickly jump from one account page to another by hovering your
mouse over a main menu item and revealing the submenus.
Menu items include:
1
Welcome:
This option will return you to the Welcome dashboard page.
2
Reports:
This section provides various ways to view account activity.
▪
Deposit Account Reporting
▪
Deposit Reports
▪
Loans
3
Transfers and Payments:
This section supports moving money in and out
of your accounts.
▪
Scheduled Requests
▪
Internal Transfer
▪
Multiple Account Transfer
▪
Loans
▪
ACH
▪
Wire
4
Account Services:
This section facilitates activities that involve managing accounts.
▪
Stop Payment
▪
Positive Pay
▪
Partial Account Reconciliation
5
Administration:
This section facilitates communication with the bank, alert maintenance
and administration activities.
▪
Communications
▪
Company Administration
▪
Service Administration
▪
Self Administration




