Community First Credit Union: A Quick & Easy Guide to Business Online Banking

Getting Started7
Business Online Banking Overview7
Users7
New User Enrollment8
Logging Off10
Resetting A Forgotten Password11
Home Page13
Home Page Overview13
Asset Summary Overview14
Account Details Overview15
Quick Transfer17
Account Grouping18
Editing a Group Name19
Deleting a Group19
Security20
Protecting Your Information20
General Guidelines20
User ID and Password20
Fraud Prevention20
Security Preferences21
Change Password21
Change User ID22
Secure Access Code Delivery23
Alerts Overview24
Date Alerts25
Account Alerts26
History Alerts27
Online Transaction Alerts28
Security Alerts Overview29
Edit Delivery Preferences29
Secure Messaging30
Secure Message Overview30
Sending a Secure Message31
Transactions Overview32
Moving Money Overview32
Transactions33
Transfer Funds33
Transfer to a Member35
Linking Someone’s Community First Account35
Single Transfers Between Community First Accounts36
Loan Payments37
Online Activity Overview38
Using Filters39
Creating or Deleting Custom Views Using Favorites39
Canceling Transactions40
Pay Bills41
Enrollment41
Overview43
Biller Set Up44
eBills45
Schedule Payments46
Automatic Payments47
Change/Cancel Payments48
View Bill History49
Business Banking50
Entitled Users Overview50
User Management Overview51
Adding a New User52
Part 1 of 5: Establishing Transaction Type Rights53
Part 2 of 5: Disabling a Transaction Type54
Part 3 of 5: Editing Approval Limits for a Transaction Type55
Part 4 of 5: Establishing Rights to Access Features56
Part 5 of 5: Establishing Rights to Access Accounts57
Editing an Existing User’s Rights58
Deleting a User59
Services60
Card Services60
Stop Payment Request61
Personal Financial Management64
Welcome64
Understanding PFM65
Supporting Your Financial Plan65
PFM Basics67
Online Banking Home Page67
Your First PFM Session68
Managing Categories69
Automatic Categorization69
Enter Manual Category69
Split a Transaction Category70
Link an Account71
Report Widgets72
Net Worth72
Budget73
Automatically Generate a Budget73
Create/Edit a Budget74
Spending75
Trends76
Debts77
Settings & Alerts78
Account Preferences78
Text Enrollment79
Statement Preferences80
Locations81
Locations81

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