Andrews Federal Credit Union Digital Banking User Guide Business Edition
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Table of contents
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Getting Started
4
Business Online Banking Overview
4
Users
4
Recipients
4
Users
5
Users Overview
5
User Management Overview
6
Adding a New User
7
Part 1 of 5: Establishing Transaction Type Rights
8
Part 2 of 5: Disabling a Transaction Type
9
Part 3 of 5: Editing Approval Limits for a Transaction Type
10
Part 4 of 5: Establishing Rights to Access Features
11
Part 5 of 5: Establishing Rights to Access Accounts
12
Editing an Existing User’s Rights
13
Deleting a User
14
Recipients
15
Recipient Overview
15
Wires Only (Domestic) - Part 1 of 4: Adding a Recipient
16
Wires Only (Domestic)- Part 2 of 4: Beneficiary F I Detail
17
Wires Only (Domestic)- Part 3 of 4: Intermediary F I Detail
18
Wires Only (Domestic)- Part 4 of 4: Recipient Account Detail
19
Editing a Recipient
20
Editing a Recipient’s Templates
21
Deleting a Recipient
22
Payments
23
Payment Template Overview
23
Creating a Template
24
Domestic Wire
25
Sending a Single Payment
27
Domestic Wire
27
Viewing, Approving or Canceling a Transaction
29
Single Transaction
29
Multiple Transactions
30
Editing or Using a Template
31
Deleting a Template
32
Business Bill Pay
33
Payments Overview
33
Hiding or Unhiding Payees from Payment Screen
34
Creating a Payee Overview
35
Creating a Payee: Company
36
Creating a Payee: Person
38
Part 1 of 3: Choosing Payee and Payment Method
38
Part 2 of 3: Adding Payee Information
39
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code
40
Editing a Payee
41
Deleting a Payee
42
Scheduling Payments
43
Recurring Payments
44
Editing Payments
45
Skipping Payments
46
Canceling Payments
47
Setting Up eBills
48
Adding an Account
49
Editing an Account
50
Deleting an Account
51
Editing Personal Information
52
Editing Alerts
53
Categories
54
Editing a Category
55
Deleting a Category
56
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