Climate First Bank Business User Help Guide

First page Table of contents Next page Last page

Getting Started	7
Business Online Banking Overview	7
Users	7
Recipients	7
User Enrollment	8
Retrieve Forgotten Sign in Information	8
Desktop	9
Mobile	11
Logging Off	11
Accounts Page	12
Accounts Page Overview	12
Desktop	12
Desktop Account Details	13
Mobile	15
Desktop Account Preferences	17
Edit Account Name	17
Hide Account	18
Unhide Account	18
Mobile Account Preferences	19
Edit Account Name	19
Hide Account	20
Unhide Account	20
Viewing a Transaction Image	21
Desktop	21
Mobile	22
Attaching an Image to a Transaction	23
Desktop	23
Mobile	24
Accounts Groups Dashboard View	25
Add New Group	25
Managing Account Groups	26
Security	27
Protecting Your Information	27
General Guidelines	27
Login ID and Password	27
Fraud Prevention	27
Alerts Overview	28
Desktop Delivery Preferences	28
Mobile Delivery Preferences	29
Editing Alerts	30
Security Alerts	30
Account Alerts	31
Secure Message Overview	32
Sending a Secure Message	33
Mobile Security	34
Enabling Touch ID, Fingerprint Login or Face ID	34
Enabling PIN Login	37
Money Movement	39
Make a Transfer	39
Creating a Template	39
Transfers	41
Managing Transfers	43
Editing or Deleting Templates	44
Auto-Transfers	45
Loan Payments & Transfers	47
Creating a Template	47
Initiating a Transaction	49
Managing Loan Payments and Transfers	51
Editing or Deleting Templates	52
Bill Pay	53
Bill Pay Overview	53
Creating a Payee	53
Editing a Payee	55
Deleting a Payee	56
Schedule Payments	57
Desktop	57
Mobile	58
Recurring Payments	59
Desktop	59
Mobile	60
Rush Delivery	61
Editing a Payment	62
Deleting a Payment	63
Picture Pay	64
Transfer Between My Accounts	66
Adding an External Account Using Plaid	66
Adding an External Account Manually	68
Verifying an External Account	69
Deleting an External Account	70
Transferring Money	71
Pay a Person	72
Updating Preferences	74
Wires and ACH Transactions	75
Transaction Type Overview	75
Business Online Banking Transaction Types	75
Recipient Overview	76
ACH Only - Adding a Recipient	77
ACH Only - Recipient Account Detail	78
ACH Only - Review	80
ACH Only - Pay Now	81
ACH & Wire - Adding a Recipient	83
ACH & Wire - Receiving Bank Detail	84
ACH & Wire - Receiver and Intermediary Detail	87
ACH & Wire - Review	88
ACH & Wire - Pay Now	89
Domestic Wires Only - Adding a Recipient	91
Domestic Wires Only - Receiving Bank Detail	92
Domestic Wires Only - Receiver and Intermediary Detail	94
Domestic Wires Only - Review	95
Domestic Wires Only - Pay Now	96
International Wires Only - Adding a Recipient	98
International Wires Only - Receiving Bank Detail	99
International Wires Only - Receiver and Intermediary Detail	101
Review	102
International Wires Only - Pay Now	103
Editing a Recipient	105
Deleting a Recipient	106
Creating a Batch Payee List	107
Importing a Batch from File	111
Import ACH File	111
Import Delimited File	113
Import Fixed Length File	117
Creating a New Payment	120
Create a Payment	120
One-time Payment	123
Make Batch Payment	124
Tax Payment	128
ACH Batch Upload	130
Editing a Batch	134
Deleting a Batch	135
Pay Again	136
Pending Activity	137
Editing a Transaction	138
Deleting a Transaction	139
Processed	140
Dual Control Processing-	141
Viewing, Approving or Denying a Transaction	141
Desktop	141
Mobile	143
Positive Pay	144
Check Postive Pay	144
Uploading an Issuance File	145
Merchant Capture	147
Overview	147
Scanning Items	147
Repairing Items	148
Completing Deposit	149
Preferences	149
Reporting	150
Research	151
Demand Deposit Marketplace	152
View R&T Balances	152
To Get Started	152
Accounts	153
Account Summary	153
Transactions	154
Opt-Outs	154
Reports and Exporting Data	155
Account Transaction Exports	155
Creating a New Report	155
Deleting an Existing Report	156
Editing an Existing Report	157
Running an Existing Report	158
Exporting Multiple Account Statments	159
Quicken Data Files	160
Backing Up Data File	160
Register a Quicken Data File with a Quicken ID	160
Set Up an Account for Online Banking (Direct Connect)	161
Updating Accounts: The One Step Update	162
Services	163
Manage Debit Card	163
Disabling or Enabling a Card	163
Stop Payment Request	165
Single Check	165
Range of Checks	167
Reordering Checks	169
Statement Delivery	170
Settings	172
Changing Account Order	172
Locations	173
Branches Desktop	173
Branches Android	174
Branches Apple	175
ATMs	176
Contact Us	177
Important Phone Numbers	177

Made with FlippingBook - professional solution for displaying marketing and sales documents online