Citizens Bank Business Online Banking Resource Guide

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Getting Started6
Business Online Banking Overview6
Users6
Subsidiaries6
Recipients6
Business Online Banking Transaction Types7
Transaction Type Overview7
Commercial8
Users Overview8
User Management Overview9
Adding a New User10
Part 1 of 6: Editing or Assigning User Rights11
Part 2 of 6: Establishing Transaction Type Rights12
Part 3 of 6: Disabling a Transaction Type13
Part 4 of 6: Editing Approval Limits for a Transaction Type14
Part 5 of 6: Establishing Rights to Access Features15
Part 6 of 6: Establishing Rights to Access Features16
Deleting a User17
Subsidiary Overview18
Adding a Subsidiary19
Editing a Subsidiary20
Deleting a Subsidiary21
Recipient Overview22
Part 1 of 4: Adding a Recipient23
Part 2 of 4: Recipient Account Detail24
Part 3 of 4: Beneficiary FI Detail25
Part 4 of 4: Intermediary FI Detail26
Editing a Recipient27
Editing a Recipient’s Templates29
Deleting a Recipient30
Payment Template Overview31
Creating a New Payment or Template32
Part 1 of 7: Selecting A Transaction Type32
Part 2 of 7: Info & Users33
Part 3.1 of 7: Single-Recipient & Amount34
Part 3.2 of 7: Multiple-Recipients & Amounts38
Part 4 of 7: Import a File into a Template41
Part 5 of 7: Subsidiary42
Part 6 of 7: Account43
Part 7 of 7: Review & Submit44
Viewing, Approving or Canceling a Transaction46
Single Transaction46
Multiple Transactions47
Splitting a Payment48
Editing or Using a Template51
Deleting a Template52
Payment From File53
Tax Payment55
Mobile Authorizations57

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