Climate First Bank Business User Help Guide
First page
Table of contents
Next page
Last page
Getting Started
6
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
10
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
23
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
Secure Message Overview
28
Sending a Secure Message
29
Mobile Security
30
Enabling Touch ID, Fingerprint Login or Face ID
30
Enabling PIN Login
33
Money Movement
35
Make a Transfer
35
Creating a Template
35
Transfers
37
Managing Transfers
39
Editing or Deleting Templates
40
Auto-Transfers
41
Bill Pay
43
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
65
Transaction Type Overview
65
Business Online Banking Transaction Types
65
Recipient Overview
66
Adding a Recipient
67
ACH Only - Recipient Account Detail
68
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
International Wires Only - Beneficiary Bank Detail
77
International Wires Only - Receiver and Intermediary Detail
79
Review
80
Editing a Recipient
81
Deleting a Recipient
82
Creating a Batch Payee List
83
Importing a Batch from File
87
Import ACH File
87
Import Delimited File
89
Import Fixed Length File
93
Creating a New Payment
96
Create a Payment
96
One-time Payment
101
Make Batch Payment
102
Tax Payment
106
ACH Batch Upload
108
Editing a Batch
113
Deleting a Batch
114
Pay Again
115
Activity
116
Editing a Transaction
117
Deleting a Transaction
117
Dual Control Processing-
118
Viewing, Approving or Denying a Transaction
118
Desktop
118
Mobile
120
Positive Pay
121
Check Postive Pay
121
Uploading an Issuance File
122
Merchant Capture
124
Overview
124
Scanning Items
124
Repairing Items
125
Completing Deposit
126
Preferences
126
Reporting
127
Research
128
Demand Deposit Marketplace
129
View R&T Balances
129
To Get Started
129
Accounts
130
Account Summary
130
Transactions
131
Opt-Outs
131
Reports and Exporting Data
132
Account Transaction Exports
132
Creating a New Report
132
Deleting an Existing Report
133
Editing an Existing Report
134
Running an Existing Report
135
Quicken Data Files
136
Backing Up Data File
136
Register a Quicken Data File with a Quicken ID
136
Set Up an Account for Online Banking (Direct Connect)
137
Updating Accounts: The One Step Update
138
Services
139
Manage Debit Card
139
Disabling or Enabling a Card
139
Stop Payment Request
140
Single Check
140
Range of Checks
142
Reordering Checks
144
Statement Delivery
145
Document Center
146
Settings
147
Changing Account Order
147
Locations
148
Branches Desktop
148
Branches Android
149
Branches Apple
150
ATMs
151
Contact Us
152
Important Phone Numbers
152
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