Climate First Bank Business User Help Guide
7-26-22
CLIMATE FIRST BANK BUSINESS USER HELP GUIDE
II
Published by Murphy & Company, Inc. 13610 Barrett Office Drive, Suite 206
St. Louis, MO 63021 www.mcompany.com
© 2009-2022 Murphy & Company, Inc. Macintosh is a trademark of Apple Inc., registered in the U.S. and other countries. Adobe Reader is a registered trademark of Adobe Systems, Inc. © 2012 Portions of this guide were written by Finastra.
Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.
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Getting Started
Welcome to Business Online Banking with Climate First Bank! Whether you are at home or the office using a mobile phone, tablet or laptop, we strive to make your Business Online Banking experience easy and convenient. By adding powerful commercial products and features, Climate First Bank provides you with the complex tools your business needs to achieve its goals. Business Online Banking shares similar features with our personal accounts, but this guide is designed to direct you through business features only. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the Business Online Banking process. If you have additional questions, contact us at 727.335.0500 or 689.444.5500.
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Table of Contents Getting Started
Business Online Banking Overview.............................................................................6 Users........................................................................................................................................ 6 Recipients................................................................................................................................ 6 User Enrollment.............................................................................................................7 Retrieve Forgotten Sign in Information............................................................................... 7 Desktop. .................................................................................................................................. 8 Mobile...................................................................................................................................... 9 Logging Off.............................................................................................................................. 9 Accounts Page Accounts Page Overview. ...........................................................................................10 Desktop. ................................................................................................................................ 10 Desktop Account Details . ................................................................................................... 11 Mobile.................................................................................................................................... 13 Desktop Account Preferences. ..................................................................................15 Edit Account Name............................................................................................................... 15 Hide Account......................................................................................................................... 16 Unhide Account.................................................................................................................... 16 Mobile Account Preferences......................................................................................17 Edit Account Name............................................................................................................... 17 Hide Account......................................................................................................................... 18 Unhide Account.................................................................................................................... 18 Viewing a Transaction Image.....................................................................................19 Desktop. ................................................................................................................................ 19 Mobile.................................................................................................................................... 20 Attaching an Image to a Transaction........................................................................21 Desktop. ................................................................................................................................ 21 Mobile.................................................................................................................................... 22 Security Protecting Your Information......................................................................................23 General Guidelines............................................................................................................... 23 Login ID and Password........................................................................................................ 23 Fraud Prevention.................................................................................................................. 23 Alerts Overview............................................................................................................24 Desktop Delivery Preferences. ........................................................................................... 24 Mobile Delivery Preferences............................................................................................... 25 Editing Alerts................................................................................................................26 Security Alerts....................................................................................................................... 26 Account Alerts....................................................................................................................... 27
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Secure Message Overview. ........................................................................................28 Sending a Secure Message.........................................................................................29 Mobile Security Enabling Touch ID, Fingerprint Login or Face ID. ....................................................30 Enabling PIN Login. .....................................................................................................33 Make a Transfer...........................................................................................................35 Creating a Template ............................................................................................................ 35 Transfers. .............................................................................................................................. 37 Managing Transfers. ............................................................................................................ 39 Editing or Deleting Templates. ........................................................................................... 40 Auto-Transfers...................................................................................................................... 41 Bill Pay Bill Pay Overview.........................................................................................................43 Creating a Payee................................................................................................................... 43 Editing a Payee.............................................................................................................45 Deleting a Payee..........................................................................................................46 Schedule Payments.....................................................................................................47 Desktop. ................................................................................................................................ 47 Mobile.................................................................................................................................... 48 Recurring Payments....................................................................................................49 Desktop. ................................................................................................................................ 49 Mobile.................................................................................................................................... 50 Rush Delivery...............................................................................................................51 Editing a Payment. ......................................................................................................52 Deleting a Payment.....................................................................................................53 Picture Pay....................................................................................................................54 Transfer Between My Accounts.................................................................................56 Adding an External Account Using Plaid. .......................................................................... 56 Adding an External Account Manually............................................................................... 58 Verifying an External Account............................................................................................. 59 Deleting an External Account.............................................................................................. 60 Transferring Money. ............................................................................................................ 61 Pay a Person. ...............................................................................................................62 Updating Preferences.................................................................................................64 Wires and ACH Transactions Transaction Type Overview........................................................................................65 Business Online Banking Transaction Types.................................................................... 65 Recipient Overview......................................................................................................66 Adding a Recipient. .............................................................................................................. 67 ACH Only - Recipient Account Detail.................................................................................. 68
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ACH & Wire - Receiving Bank Detail................................................................................... 70 ACH & Wire - Receiver and Intermediary Detail....................................................................... 73 Domestic Wires Only - Receiving Bank Detail................................................................... 74 Domestic Wires Only - Receiver and Intermediary Detail............................................... 76 Review.................................................................................................................................... 77 Editing a Recipient.......................................................................................................78 Deleting a Recipient. ...................................................................................................79 Creating a Batch Payee List........................................................................................80 Importing a Batch from File. ......................................................................................84 Import ACH File..................................................................................................................... 84 Import Delimited File........................................................................................................... 86 Import Fixed Length File...................................................................................................... 90 Creating a New Payment............................................................................................93 Create a Payment................................................................................................................. 93 One-time Payment............................................................................................................... 96 Make Batch Payment........................................................................................................... 97 Tax Payment. ............................................................................................................ 101 ACH Batch Upload.................................................................................................... 103 Editing a Batch.......................................................................................................... 107 Deleting a Batch. ...................................................................................................... 108 Pay Again................................................................................................................... 109 Activity........................................................................................................................ 110 Editing a Transaction. ....................................................................................................... 111 Deleting a Transaction...................................................................................................... 111 Dual Control Processing-......................................................................................... 112 Viewing, Approving or Denying a Transaction...................................................... 112 Desktop. ............................................................................................................................. 112 Mobile................................................................................................................................. 114 Positive Pay Check Postive Pay..................................................................................................... 115 Uploading an Issuance File...................................................................................... 116 Merchant Capture Overview.................................................................................................................... 118 Scanning Items. ................................................................................................................. 118 Repairing Items.................................................................................................................. 119 Completing Deposit . ........................................................................................................ 120 Preferences ....................................................................................................................... 120 Reporting............................................................................................................................ 121 Research ............................................................................................................................ 122
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Demand Deposit Marketplace View R&T Balances................................................................................................... 123 To Get Started.................................................................................................................... 123 Accounts ............................................................................................................................ 124 Account Summary ............................................................................................................ 124 Transactions ...................................................................................................................... 125 Opt-Outs ............................................................................................................................ 125 Reports and Exporting Data Account Transaction Exports.................................................................................. 126 Creating a New Report. .................................................................................................... 126 Deleting an Existing Report.............................................................................................. 127 Editing an Existing Report. ............................................................................................... 128 Running an Existing Report.............................................................................................. 129 Quicken Data Files.................................................................................................... 130 Backing Up Data File......................................................................................................... 130 Register a Quicken Data File with a Quicken ID............................................................. 130 Set Up an Account for Online Banking (Direct Connect).............................................. 131 Updating Accounts: The One Step Update..................................................................... 132 Services Stop Payment Request. ........................................................................................... 133 Single Check ...................................................................................................................... 133 Range of Checks. ............................................................................................................... 135 Reordering Checks................................................................................................... 137 Statement Delivery................................................................................................... 138 Settings...................................................................................................................... 140 Changing Account Order.................................................................................................. 140 Locations Branches Desktop.................................................................................................... 141 Branches Android..................................................................................................... 142 Branches Apple......................................................................................................... 143 ATMs. ......................................................................................................................... 144 Contact Us Important Phone Numbers..................................................................................... 145
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Getting Started
Business Online Banking Overview Whether you’re an enterprise, large corporation or small organization, our flexible Business Online Banking can efficiently serve you. Depending on your size, the first steps in banking online are setting up your users and recipients. After setting up these key entities, you can jump right in and experience our state-of-the-art If your business only needs one person with access to Business Online Banking, you can set up a single login ID and password. This is typical for small companies who primarily use basic Online Banking tools with occasional business transactions. For larger organizations, our system lets you establish multiple login IDs and passwords for authorized employees. You can customize which employees get access to different features within Business Online Banking by establishing user system! Users
entitlements. Recipients
Recipients are people or businesses to whom you send or request money using a payment feature offered through Business Online Banking. After creating a profile for each recipient, you can choose the method to send them money and view the respective transaction details. Each created recipient saves within the system, so you can quickly and easily make future payments.
Getting Started: Business Online Banking Overview
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Getting Started
Climate First Bank enrolls the company in business online banking and creates the business administrative user. Additional users may be added by the business administrative user (See the Business Administrators Guide for instructions) or the Business Administrator may send a secure message to request additional users. User Forms will be securely sent to the authorized signer. User Enrollment
Retrieve Forgotten Sign in Information
If you forget your username or password, please contact your system administrator. Your company designated an employee from your administrator. That administrator may reset your password or send a secure message to the bank to request that reset. The bank may also assist with a password reset. Please call 727.335.0500 or 689.444.5500.
Getting Started: User Enrollment
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Getting Started
Logging In After Enrollment
After you have been enrolled by your administrator, logging in is easy and only requires your Company ID, user name and password. Desktop
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1. After registering and/or creating your new password, click the Business button in the menu bar. 2. Click the Online Banking button. 3. Select Business in the drop-down and click the Login button. 4. Enter Company ID. 5. Enter your Username and Password. 6. Click the Login button. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 8 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1 2 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I Note : If you enter an incorrect password too many times, your account will be temporarily locked. If you forget your username or password, please contact the system administrator designated by your company. That administrator may reset your password or send a secure message to the bank to request that reset. 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J1 J2 J3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1
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Getting Started: Business Online Banking Overview
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Mobile
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1. Enter your Company ID, Username and Password. 2. Click the Log In button.
Note : If you enter an incorrect password too many times, your account will be temporarily locked. If you forget your username or password, please contact the system administrator designated by your company. That administrator may reset your password or send a secure message to the bank to request that reset. Logging Off For your security, you should always log off when you finish your Online Banking session. You may also be logged out due to inactivity. 1. In the at the top right corner of the page, click the Log Out button.
Getting Started: Business Online Banking Overview
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Accounts Page
Accounts Page Overview
After logging in, you are taken directly to the Accounts page. All your accounts are listed in cards. Here you can view account balances, summaries and more! Desktop
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A. The sidebar menu appears in every view on the left side of the screen. You can navigate to Online Banking features by clicking on the name of the feature. B. Your Climate First Bank accounts are displayed in an account tile with their balances. When you click an account tile, you will be taken to a list of recent transactions. C. The icon located in the top right corner of the page allows you to access account settings, locations, contact details, alerts and more. D. You can use the search bar to search your accounts using keywords. J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
Accounts Page: Accounts Page Overview
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Desktop Account Details Selecting a Climate First Bank account on the Home page takes you to the Account Details page, where you can view every transaction pertaining to that account. From here, you can view details such as type of transaction, check images and account balances, so you stay organized and on top of your finances. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
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Note : The letters correspond to several available features on the Transactions page described on page 12.
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Accounts Page: Accounts Page Overview
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A. On the Home page, you can click on an account name to view the Account Details screen. B. Use the drop-down to view transactions for a different account. C. The current and available balances of that account are displayed at the top of the page. Current Balance (also known as Ledger Balance) is your beginning of day balance. The Available Balance is the beginning of the day balance plus or minus any of that day’s credits or debits. Click on the “View details” link for additional details. D. Use the search bar to search transactions using keywords. E. Transactions can be filtered by amount, date or type. Click the more options. F. You can expand or collapse the view of each transaction by clicking the icon. icon for
Accounts Page: Accounts Page Overview
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Mobile 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
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Note : The letters correspond to several available features on the Transactions page described on page 14.
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Accounts Page: Accounts Page Overview
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A. The icon displays the sidebar menu. You can navigate to Mobile Banking features by selecting the name of the feature. B. Your Climate First Bank accounts are displayed in an account tile with their balances. Click on an account tile to show details about an account such as balances, interest rates (if applicable), and due dates (if applicable). C. When you click on the account tile, the transactions for that account are displayed. D. Use the search bar to search transactions using keywords. E. The icon allows you to filter your search. F. You can expand or collapse the view of each transaction by clicking the icon. G. The icon located in the top right corner of the screen allows you to access account preferences, update your contact information, setup and manage alerts, and more.
Accounts Page: Accounts Page Overview
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Accounts Page
Desktop Account Preferences
Personalize your accounts and how they appear in Online Banking. Here you can change your account names and organize them however you like to suit your needs.
Edit Account Name
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In the menu at the top right corner of the page, click Settings . 1. Under Account Settings , select the account you wish to rename. 2. Click the icon to edit an account name. 3. Enter a new name and click the icon to save your settings. J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I
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Accounts Page: Desktop Account Preferences
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Hide Account
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In the menu at the top right corner of the page, click Settings . 1. Under Account Settings , select the account you wish to hide. 2. Toggle the hide account switch to the right. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d Unhide Account
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10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d menu at the top right corner of the page, click Settings . 1. Under Account Settings , select the account you wish to unhide. 2. Toggle the hide account switch to the left. In the
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Accounts Page: Desktop Account Preferences
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Accounts Page
Mobile Account Preferences
Note : The screens shown are from an Android device. Your experience may be slightly different on an Apple iPhone.
Edit Account Name
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drop-down at the top right corner of the screen, click Settings . 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
In the
1. Click the account you would like to rename. 2. Click the button. 3. Enter the new account name. 4. Click the Submit button when you are finished. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
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Accounts Page: Mobile Account Preferences
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Hide Account
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drop-down at the top right corner of the screen, click Settings . J K L M N O P Q R S T U V W X Y Z A B C D E F G H I
In the
1. Click the account you would like to hide. 2. Toggle the switch next to “Hide Account.”
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drop-down at the top right corner of the screen, click Settings .
In the
1. Click the account you would like to hide. 2. Toggle the switch next to “Unhide Account.”
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Accounts Page: Mobile Account Preferences
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Accounts Page
Viewing a Transaction Image
Need a copy of a check that has cleared your account? You can view copies of checks through mobile banking with Climate First Bank. Desktop
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J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 In the Sidebar Menu , click Account Listing . 1. Click on an account. 2. Scroll through the list of transactions and look for the K U V W X Y Z J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 J2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J3 indicates that there is a transaction image to view. 3. Click the icon to expand the transaction. 4. Click on the “Front Image or Back Image” links to view the opposite side of the check. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 icon. The M N O P Q R S T
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Accounts Page: Viewing a Transaction Image
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Mobile
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icon. The 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c K L M N O P Q R S U V W X Y Z A B C D E F G H I 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 icon J2 11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 J3 J1 J2 A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 J3 1 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 11a 12a 13a 14a 15a 16a 17a 11b 12b 13b 14b 15b 16b 17b 1d 2d 3d 4d 5d 6d 7d 1d 2d 3d 4d 5d 6d 7d 8d 9d 0a J2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a J3
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In the Sidebar Menu , click Account Listing . 1. Click on an account. 2. Scroll through the list of transactions and look for the indicates that there is a transaction image to view. 3. Click the icon. 4. Click the Check Image to expand. 5. Click on the image to view the opposite side of the check. 6. Click the Done button when you are finished. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I
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Accounts Page: Viewing a Transaction Image
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Accounts Page
Attaching an Image to a Transaction
Keep track of your expenses by attaching receipts, invoices and other images to each transaction. Desktop
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In the Sidebar Menu , click Account Listing . 1. Click on an account. 2. Click the icon to expand the transaction. 3. Click the Add Receipt Image button. 4. Navigate to the image you wish to attach.
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Accounts Page: Attaching an Image to a Transaction A2 B2 C2 D2 E2 F2 G2 H2 I2 J2
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