Elements Financial Online & Mobile Banking User Guide
First page
Table of contents
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Last page
Getting Started
6
Business Online Banking Overview
6
Users
6
Recipients
6
Business Online Banking Transaction Types
7
Transaction Type Overview
7
Commercial
8
Users Overview
8
User Management Overview
9
Adding a New User
10
Part 1 of 5: Establishing Transaction Type Rights
11
Part 2 of 5: Disabling a Transaction Type
12
Part 3 of 5: Editing Approval Limits for a Transaction Type
13
Part 4 of 5: Establishing Rights to Access Features
14
Part 5 of 5: Establishing Rights to Access Accounts
15
Editing an Existing User’s Rights
16
Deleting a User
17
Recipient Overview
18
ACH Only- Part 1 of 2: Adding a Recipient
19
ACH Only- Part 2 of 2: Recipient Account Detail
20
ACH & Wire- Part 1 of 4: Adding a Recipient
21
ACH & Wire- Part 2 of 4: Beneficiary FI Detail
22
ACH & Wire- Part 3 of 4: Intermediary FI Detail
23
ACH & Wire- Part 4 of 4: Recipient Account Detail
24
Wires Only (Domestic) - Part 1 of 4: Adding a Recipient
25
Wires Only (Domestic)- Part 2 of 4: Beneficiary FI Detail
26
Wires Only (Domestic)- Part 3 of 4: Intermediary FI Detail
27
Wires Only (Domestic)- Part 4 of 4: Recipient Account Detail
28
Editing a Recipient
29
Editing a Recipient’s Templates
30
Deleting a Recipient
31
Payment Template Overview
32
Creating a Template
33
ACH Batch
34
ACH Payment
36
ACH Collection
38
ACH Receipt
40
Domestic Wire
42
Payroll
44
Sending a Single Payment
46
ACH Batch
46
ACH Payment
49
ACH Collection
51
ACH Receipt
54
Domestic Wire
56
Payroll
58
Splitting a Payment
60
Payment From File
61
Viewing, Approving or Canceling a Transaction
63
Single Transaction
63
Multiple Transactions
64
Editing or Using a Template
65
Deleting a Template
66
ACH Pass-Thru
67
Bill Pay
68
Home Page Overview
68
Add a Payee
70
Company
70
Individual
73
Edit a Payee
76
Delete a Payee
77
Import Payees
78
Add and Manage Categories
79
Single Payment
80
Edit a Single Payment
82
Create a Recurring Payment
83
Edit or Cancel a Pending Payment
85
Payment Approval
87
Company Profile
88
Edit or Delete Bill Pay Accounts
89
Modify User Permissions
90
Personal Profile
92
e-Notifications
93
Events
93
Logout
94
Recurring
95
Reminders
96
Reports
97
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