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

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Transactions 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 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 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 Card Services................................................................................................................60 Stop Payment Request...............................................................................................61