Andrews Federal Credit Union Digital Banking User Guide Business Edition

Getting Started4
Business Online Banking Overview4
Users4
Recipients4
Users5
Users Overview5
User Management Overview6
Adding a New User7
Part 1 of 5: Establishing Transaction Type Rights8
Part 2 of 5: Disabling a Transaction Type9
Part 3 of 5: Editing Approval Limits for a Transaction Type10
Part 4 of 5: Establishing Rights to Access Features11
Part 5 of 5: Establishing Rights to Access Accounts12
Editing an Existing User’s Rights13
Deleting a User14
Recipients15
Recipient Overview15
Wires Only (Domestic) - Part 1 of 4: Adding a Recipient16
Wires Only (Domestic)- Part 2 of 4: Beneficiary F I Detail17
Wires Only (Domestic)- Part 3 of 4: Intermediary F I Detail18
Wires Only (Domestic)- Part 4 of 4: Recipient Account Detail19
Editing a Recipient20
Editing a Recipient’s Templates21
Deleting a Recipient22
Payments23
Payment Template Overview23
Creating a Template24
Domestic Wire25
Sending a Single Payment27
Domestic Wire27
Viewing, Approving or Canceling a Transaction29
Single Transaction29
Multiple Transactions30
Editing or Using a Template31
Deleting a Template32
Business Bill Pay33
Payments Overview33
Hiding or Unhiding Payees from Payment Screen34
Creating a Payee Overview35
Creating a Payee: Company36
Creating a Payee: Person38
Part 1 of 3: Choosing Payee and Payment Method38
Part 2 of 3: Adding Payee Information39
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code40
Editing a Payee41
Deleting a Payee42
Scheduling Payments43
Recurring Payments44
Editing Payments45
Skipping Payments46
Canceling Payments47
Setting Up eBills48
Adding an Account49
Editing an Account50
Deleting an Account51
Editing Personal Information52
Editing Alerts53
Categories54
Editing a Category55
Deleting a Category56

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