General Administration How-To

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General / Overview Guides

Make the most of your Business Online Banking with these video tutorials. If you don't see a feature you'd like to learn more about please contact us for personalized assistance. You can also access the other tutorial categories with these links:

Navigate Business Online Banking


Creating a Report

Click here for a PDF guide.


Customize Your Dashboard

Click here for a PDF guide.


Creating a Multiple Account Transfer

Click here for a PDF guide.


Administrative Function Guides

 

Setting Up Approvals

Click here for a PDF guide.


Renaming Accounts

Click here for a PDF guide.


Adding New Users

Click here for a PDF guide.


Resetting User Passwords

Click here for a PDF guide.


How to Delete a User

Click here for a PDF guide.


How to Update User Permissions and Limits

Click here for a PDF guide.


Training Library Table of Contents

General Administration

Our general guide lays out all the basics of utilizing Business Online Banking. Learn how to customize your dashboard, add new users, set up approvals, and more.

Videos

Transfers & Payments

This will teach you all about ACH and electronic transactions. Learn how to import you financial data, set up ACH or tax payments, and more.

Videos

Account Recon & Positive Pay

This will give you the ins and outs of using the Business Online Banking add-on product. Learn how to work with issue items, set up reports or alerts, and more.

Videos

Remote Deposit Capture

This series demonstrates how to create and submit check deposits, run reports, and perform deposit research through our desktop scanning platform.

Videos