Dashboard

Get a product overview and discover the process of customizing the dashboard, accessing alerts, approvals, and see a product overview.

Product Overview

See an overview of the products available through online banking for business.

Dashboard and General Navigation

Learn how to view alerts, approvals, and messages, edit navigation menus, and access the system tools.

Accounts

Gain the knowledge to access your account information, including Current Day and Prior Day account activity, and learn how to conduct a transaction search.

Balances

Access account information, Current, and Prior Day account activity.

Transaction Search

Learn how to perform a transaction search.

Loan Payments, Transfers, and Check Services

Learn how to manage loan payments, the steps to transfers transaction, and how to conduct a check inquiry.

Transfers and Loan Payments

Learn how to create a single transfer, create a one-to-many loan payment, and create a single loan payment.

Check Services

Learn how to create a stop payment, cancel a stop payment, and perform a check inquiry.

Reports

Learn to access and utilize the reports service to generate customizable special reports. Additionally, gain knowledge on accessing export profiles, creating new export profiles, and reviewing export history.

Reports and Special Reports

Learn how to access the Reports service, generate and customize a Prior Day report, and view a special report.

Export Profiles

Learn how to access export profiles, create an export profile, and view export history.

Payments

Learn how to access and utilize payment lists for managing recipient information. Additionally, us template to create domestic wire settings.

Recipients (ACH and Wire)

Learn how to access the Master Recipient List, create a domestic ACH recipient, and create a wire recipient.

ACH

Learn how to create and approve an ACH template, create an ACH payment from a template and approve an ACH payment.

Import Recipients

Learn how to create an import profile and import an ACH NACHA file to populate recipients in a template.

Administration

Learn how to create a new user account, administer user accounts, reset a user's password, temporarily suspend a user's access, enable ACH and Wire permissions for an existing user.

User Administration

Create and manage users, reset passwords, and pause access.

User Administration - ACH and Wires Permissions

Add ACH and Wire permissions to an existing user.