Andrews Federal Credit Union Digital Banking User Guide Business Edition

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Table of Contents Getting Started

Business Online Banking Overview ............................................................................4 Users........................................................................................................................................ 4 Recipients................................................................................................................................ 4 Users 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 Recipient Overview .....................................................................................................15 Wires Only (Domestic) - Part 1 of 4: Adding a Recipient ................................................. 16 Wires Only (Domestic)- Part 2 of 4: Beneficiary FI Detail ................................................ 17 Wires Only (Domestic)- Part 3 of 4: Intermediary FI 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 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

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