Getting Started | 7 |
Business Online Banking Overview | 7 |
Users | 7 |
New User Enrollment | 8 |
Logging Off | 10 |
Resetting A Forgotten Password | 11 |
Home Page | 13 |
Home Page Overview | 13 |
Asset Summary Overview | 14 |
Account Details Overview | 15 |
Quick Transfer | 17 |
Account Grouping | 18 |
Editing a Group Name | 19 |
Deleting a Group | 19 |
Security | 20 |
Protecting Your Information | 20 |
General Guidelines | 20 |
User ID and Password | 20 |
Fraud Prevention | 20 |
Security Preferences | 21 |
Change Password | 21 |
Change User ID | 22 |
Secure Access Code Delivery | 23 |
Alerts Overview | 24 |
Date Alerts | 25 |
Account Alerts | 26 |
History Alerts | 27 |
Online Transaction Alerts | 28 |
Security Alerts Overview | 29 |
Edit Delivery Preferences | 29 |
Secure Messaging | 30 |
Secure Message Overview | 30 |
Sending a Secure Message | 31 |
Transactions Overview | 32 |
Moving Money Overview | 32 |
Transactions | 33 |
Transfer Funds | 33 |
Transfer to a Member | 35 |
Linking Someone’s Community First Account | 35 |
Single Transfers Between Community First Accounts | 36 |
Loan Payments | 37 |
Online Activity Overview | 38 |
Using Filters | 39 |
Creating or Deleting Custom Views Using Favorites | 39 |
Canceling Transactions | 40 |
Pay Bills | 41 |
Enrollment | 41 |
Overview | 43 |
Biller Set Up | 44 |
eBills | 45 |
Schedule Payments | 46 |
Automatic Payments | 47 |
Change/Cancel Payments | 48 |
View Bill History | 49 |
Business Banking | 50 |
Entitled Users Overview | 50 |
User Management Overview | 51 |
Adding a New User | 52 |
Part 1 of 5: Establishing Transaction Type Rights | 53 |
Part 2 of 5: Disabling a Transaction Type | 54 |
Part 3 of 5: Editing Approval Limits for a Transaction Type | 55 |
Part 4 of 5: Establishing Rights to Access Features | 56 |
Part 5 of 5: Establishing Rights to Access Accounts | 57 |
Editing an Existing User’s Rights | 58 |
Deleting a User | 59 |
Services | 60 |
Card Services | 60 |
Stop Payment Request | 61 |
Personal Financial Management | 64 |
Welcome | 64 |
Understanding PFM | 65 |
Supporting Your Financial Plan | 65 |
PFM Basics | 67 |
Online Banking Home Page | 67 |
Your First PFM Session | 68 |
Managing Categories | 69 |
Automatic Categorization | 69 |
Enter Manual Category | 69 |
Split a Transaction Category | 70 |
Link an Account | 71 |
Report Widgets | 72 |
Net Worth | 72 |
Budget | 73 |
Automatically Generate a Budget | 73 |
Create/Edit a Budget | 74 |
Spending | 75 |
Trends | 76 |
Debts | 77 |
Settings & Alerts | 78 |
Account Preferences | 78 |
Text Enrollment | 79 |
Statement Preferences | 80 |
Locations | 81 |
Locations | 81 |