4Front Credit Union Virtual Banking Guide: Business
First page
Table of contents
Next page
Last page
Getting Started
6
Business Online Banking Overview
6
Users
6
Recipients
6
Business Online Banking Transaction Types
7
Transaction Type Overview
7
Commercial
8
Users Overview
8
User Management Overview
9
Adding a New User
10
Part 1 of 5: Establishing Transaction Type Rights
11
Part 2 of 5: Disabling a Transaction Type
12
Part 3 of 5: Editing Approval Limits for a Transaction Type
13
Part 4 of 5: Establishing Rights to Access Features
14
Part 5 of 5: Establishing Rights to Access Accounts
15
Editing an Existing User’s Rights
16
Deleting a User
17
Subsidiary Overview
18
Adding a Subsidiary
19
Editing a Subsidiary
20
Deleting a Subsidiary
21
Recipient Overview
22
ACH Only- Part 1 of 2: Adding a Recipient
23
ACH Only- Part 2 of 2: Recipient Account Detail
24
ACH & Wire- Part 1 of 4: Adding a Recipient
25
ACH & Wire- Part 2 of 4: Beneficiary FI Detail
26
ACH & Wire- Part 3 of 4: Intermediary FI Detail
27
ACH & Wire- Part 4 of 4: Recipient Account Detail
28
Wires Only (Domestic) - Part 1 of 4: Adding a Recipient
29
Wires Only (Domestic)- Part 2 of 4: Beneficiary FI Detail
30
Wires Only (Domestic)- Part 3 of 4: Intermediary FI Detail
31
Wires Only (Domestic)- Part 4 of 4: Recipient Account Detail
32
Editing a Recipient
33
Editing a Recipient’s Templates
34
Deleting a Recipient
35
Payment Template Overview
36
Creating a Template
37
ACH Batch
38
ACH Payment
40
ACH Collection
42
ACH Receipt
44
Domestic Wire
46
Payroll
48
Sending a Single Payment
50
ACH Batch
50
ACH Payment
53
ACH Collection
55
ACH Receipt
58
Domestic Wire
60
Payroll
62
Splitting a Payment
64
Payment From File
65
Viewing, Approving or Canceling a Transaction
67
Single Transaction
67
Multiple Transactions
68
Editing or Using a Template
69
Deleting a Template
70
Tax Payments
71
Mobile Authorizations
73
Made with
FlippingBook
flipbook maker