Community First Credit Union: A Quick & Easy Guide to Business Online Banking
First page
Table of contents
Next page
Last page
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
Made with
FlippingBook