Equity Bank Online Banking Commercial User Guide

First page Table of contents Next page Last page

Getting Started	8
New User Enrollment	8
Logging Off	10
Resetting a Forgotten Password	11
Home Page	13
Home Page Overview	13
Account Summary Overview	15
Account Details Overview	16
Quick Transfer	18
Account Grouping	19
Editing a Group Name	20
Deleting a Group	20
Security	21
Protecting Your Information	21
General Guidelines	21
Login ID and Password	21
Fraud Prevention	21
Security Preferences	22
Change Password	22
Change Login ID	23
Secure Delivery	24
Mobile Security Preferences	25
Enabling Touch ID or Fingerprint Login	25
Enabling Passcode Authentication	27
Disabling Passcode Authentication, Touch ID or Fingerprint Login	28
Enabling Face ID	29
Apple® Watch	30
Apple® Watch Setup	30
Viewing Balances and Transactions	30
Alerts Overview	31
Account Alerts	32
History Alerts	33
Online Transaction Alerts	34
Reminders	35
Security Alerts Overview	36
Editing Delivery Preferences	36
Enabling and Disabling Push Notifications	37
Secure Message Overview	38
Sending a Secure Message	39
Transaction Types	40
Moving Money Overview	40
Transactions	41
Funds Transfer	41
Individual Transfers	41
Multi-Account Transfers Overview	43
Multi-Account Transfers- Creating a Template	44
Multi-Account Transfers- Single Transfer	46
Editing a Multi-Account Transfer Template	48
Deleting a Multi-Account Transfer Template	49
Loan Payment	50
Activity Center Overview	52
Using Filters	53
Creating or Deleting Custom Views Using Favorites	53
Editing Transactions	54
Canceling Transactions	55
Services	56
Stop Payment Request	56
Single Check	56
Multiple Checks	57
Check Reorder	58
Settings	59
Account Preferences	59
Contact Information	60
Accessibility	61
Locations	62
Branches and ATMs	62
Manage Users	63
Users Overview	63
User Management Overview	64
Adding a New User	65
Part 1 of 5: Establishing Transaction Type Rights	66
Part 2 of 5: Disabling a Transaction Type	67
Part 3 of 5: Editing Approval Limits for a Transaction Type	68
Part 4 of 5: Establishing Rights to Access Features	69
Part 5 of 5: Establishing Rights to Access Accounts	70
Editing an Existing User’s Rights	71
Deleting a User	72
Positive Pay	73
Introduction	73
Quick Exception Processing	74
To Upload an Issued Check File	76
Manually Enter a Check	77
Void a Check	78
Managing Exceptions	79
Outstanding Issued Checks	81
Issued Check File Processing Log	82
ACH Reporting	83
Account Reconciliation	84
ACH Returns/NOC Report	85
User Setup	86
ACH Authorization Rules Setup	89
Business BillPay	90
Home Page Overview	90
Add a Payee	92
Company	92
Individual Electronic Payments: Allowing an Individual to Provide Their Banking Information	94
Individual Electronic Payments: If You Have an Individual’s Account Information	96
Individual Check Payments	98
Activate a Payee	100
Import Payees	101
Edit a Payee	104
Delete a Payee	105
Add and Manage Categories	106
Single Payment	107
Edit or Stop a Single Payment	108
Create a Recurring Payment	109
Edit or Stop a Recurring Payment	111
Payment Approval	113
Add a Transfer Account	114
Delete or Edit a Transfer Account	115
One-Time Transfer	116
Edit or Stop a Single Transfer	117
Recurring Transfers	118
Edit or Stop a Recurring Transfer	119
Transfer Approval	121
Add an Employee	122
Edit or Deactivate an Employee	124
Schedule Payroll	126
Edit Scheduled Payroll	128
Schedule Extra Payroll	129
View Past Payroll	131
Edit or Stop Scheduled Payroll	132
Payroll Approval	135
Calendar	136
Company Profile	137
Delete or Edit Bill Pay Accounts	138
Modify User Permissions	139
Personal Profile	140
e-Notifications	141
Events	141
Logout	142
Recurring	143
Reminders	144
Reports	145

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