Equity Bank Online Banking Commercial User Guide

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Transaction Types Moving Money Overview............................................................................................40 Transactions 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 Stop Payment Request...............................................................................................56 Single Check ......................................................................................................................... 56 Multiple Checks ................................................................................................................... 57 Check Reorder.............................................................................................................58 Settings Account Preferences...................................................................................................59 Contact Information....................................................................................................60 Accessibility..................................................................................................................61 Locations Branches and ATMs....................................................................................................62 Manage Users 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

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