Andrews Federal Credit Union Digital Banking User Guide Business Edition

Getting Started6
Business Online Banking Overview6
Users6
Recipients6
Commercial7
Users Overview7
User Management Overview8
Adding a New User9
Part 1 of 5: Establishing Transaction Type Rights10
Part 2 of 5: Disabling a Transaction Type11
Part 3 of 5: Editing Approval Limits for a Transaction Type12
Part 4 of 5: Establishing Rights to Access Features13
Part 5 of 5: Establishing Rights to Access Accounts14
Editing an Existing User’s Rights15
Deleting a User16
Recipient Overview17
Wires Only (Domestic) - Part 1 of 4: Adding a Recipient18
Wires Only (Domestic)- Part 2 of 4: Beneficiary FI Detail19
Wires Only (Domestic)- Part 3 of 4: Intermediary FI Detail20
Wires Only (Domestic)- Part 4 of 4: Recipient Account Detail21
Editing a Recipient22
Editing a Recipient’s Templates23
Deleting a Recipient24
Payment Template Overview25
Creating a Template26
Domestic Wire27
Sending a Single Payment29
Domestic Wire29
Viewing, Approving or Canceling a Transaction31
Single Transaction31
Multiple Transactions32
Editing or Using a Template33
Deleting a Template34
Business Bill Pay35
Payments Overview35
Hiding or Unhiding Payees from Payment Screen36
Creating a Payee Overview37
Creating a Payee: Company38
Creating a Payee: Person40
Part 1 of 3: Choosing Payee and Payment Method40
Part 2 of 3: Adding Payee Information41
Part 3 of 3: Keyword (Email Only) and One-Time Activation Code42
Editing a Payee43
Deleting a Payee44
Scheduling Payments45
Rush Delivery46
Recurring Payments48
Editing Payments49
Skipping Payments50
Canceling Payments51
Setting Up eBills52
Adding an Account53
Editing an Account54
Deleting an Account55
Editing Personal Information56
Editing Alerts57
Categories58
Editing a Category59
Deleting a Category60

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