Andrews Federal Credit Union Digital Banking User Guide Business Edition
First page
Table of contents
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Getting Started
6
Business Online Banking Overview
6
Users
6
Recipients
6
Commercial
7
Users Overview
7
User Management Overview
8
Adding a New User
9
Part 1 of 5: Establishing Transaction Type Rights
10
Part 2 of 5: Disabling a Transaction Type
11
Part 3 of 5: Editing Approval Limits for a Transaction Type
12
Part 4 of 5: Establishing Rights to Access Features
13
Part 5 of 5: Establishing Rights to Access Accounts
14
Editing an Existing User’s Rights
15
Deleting a User
16
Recipient Overview
17
Wires Only (Domestic) - Part 1 of 4: Adding a Recipient
18
Wires Only (Domestic)- Part 2 of 4: Beneficiary FI Detail
19
Wires Only (Domestic)- Part 3 of 4: Intermediary FI Detail
20
Wires Only (Domestic)- Part 4 of 4: Recipient Account Detail
21
Editing a Recipient
22
Editing a Recipient’s Templates
23
Deleting a Recipient
24
Payment Template Overview
25
Creating a Template
26
Domestic Wire
27
Sending a Single Payment
29
Domestic Wire
29
Viewing, Approving or Canceling a Transaction
31
Single Transaction
31
Multiple Transactions
32
Editing or Using a Template
33
Deleting a Template
34
Business Bill Pay
35
Payments Overview
35
Hiding or Unhiding Payees from Payment Screen
36
Creating a Payee Overview
37
Creating a Payee: Company
38
Creating a Payee: Person
40
Part 1 of 3: Choosing Payee and Payment Method
40
Part 2 of 3: Adding Payee Information
41
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code
42
Editing a Payee
43
Deleting a Payee
44
Scheduling Payments
45
Rush Delivery
46
Recurring Payments
48
Editing Payments
49
Skipping Payments
50
Canceling Payments
51
Setting Up eBills
52
Adding an Account
53
Editing an Account
54
Deleting an Account
55
Editing Personal Information
56
Editing Alerts
57
Categories
58
Editing a Category
59
Deleting a Category
60
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