First National Bank and Trust Company Business Online and Mobile Banking User Guide
First page
Table of contents
Next page
Last page
Getting Started
6
Business Online Banking Overview
6
Enrollment
6
Users
6
Recipients
6
Logging In After Enrollment
7
Logging Off
7
Manage Money
8
Accounts Page Overview
8
Account Details
10
Mobile Account Details
12
Desktop Account Preferences
14
Edit Nickname
14
Hide Account
15
Unhide Account
15
Mobile Account Preferences
16
Edit Nickname
16
Hide Account
17
Unhide Account
17
Viewing a Transaction Image
18
Desktop
18
Mobile
19
Attaching an Image to a Transaction
20
Desktop
20
Mobile
21
Account Preferences
22
Edit Nickname
22
Hide Account
23
Unhide Account
23
Account Reporting
24
Creating a New Report
24
Deleting an Existing Report
25
Editing an Existing Report
26
Running an Existing Report
27
E-Statements Delivery
28
Move Money
30
Transfers
30
Creating a Template
30
Editing or Using a Template
32
Deleting a Template
33
Managing Transfers
34
Loan Payments & Transfers
35
Creating a Template
35
Initiating a Transaction
37
Managing Loan Payments and Transfers
39
Editing or Deleting Templates
40
Check Deposit (Mobile App Only)
41
Viewing Check Deposit History
42
Pay Bills
43
Bill Pay Overview
43
Creating a Payee
43
Editing a Payee
45
Deleting a Payee
46
Schedule Payments
47
Desktop
47
Mobile
48
Recurring Payments
49
Desktop
49
Mobile
50
Rush Delivery
51
Editing a Payment
52
Deleting a Payment
53
Picture Pay
54
Updating Preferences
56
Other Features
57
Stop Check Payment
57
Single Check
57
Range of Checks
59
Users Overview
61
User Management Overview
62
Adding a New User
63
Part 1 of 3: Establishing Transaction Type Entitlements
65
Part 2 of 3: Disabling a Transaction Type
66
Part 3 of 3: Editing Approval Limits for a Transaction Type
67
Editing an Existing User’s Entitlements
68
Secure Message Overview
69
Sending a Secure Message
70
Auxiliary Menu
71
Alerts Overview
71
Edit Delivery Preferences
71
Mobile Delivery Preferences
72
Editing Alerts
73
Account Alerts
73
Security Alerts
74
Preferences
75
Changing Account Order
75
Important Phone Numbers
76
Branches and ATMs
77
Additional Services
78
Additonal Services
78
Fraud Management / EDI
78
ACH & Wire Services
78
Remote Deposit Capture
78
Security
79
Protecting Your Information
79
General Guidelines
79
Login ID and Password
79
Fraud Prevention
79
ACH & Wire Services
80
Transaction Type Overview
80
Business Online Banking Transaction Types
80
Recipient Overview
81
Part 1 of 7: Adding a Recipient
82
Part 2 of 7: ACH Only—Entering Information
83
Part 3 of 7: Domestic Wires Only—Receiving Bank Detail
85
Part 4 of 7: Domestic Wires Only—Receiver and Intermediary Detail
87
Part 5 of 7: International Wires Only—Beneficiary Bank Detail
88
Part 6 of 7: International Wires Only—Receiver and Intermediary Detail
90
Part 7 of 7: Review
91
Editing a Recipient
92
Deleting a Recipient
93
Creating a Batch Payee List
94
Importing a Batch from File
98
Import ACH File
98
Import Delimited File
100
Import Fixed Length File
104
Creating a New Payment
107
Single Transaction
107
One-Time Single Transaction
112
Make Batch Payment
116
ACH NACHA File Import
121
Editing an ACH Batch
125
Dual Control – Approval Process
128
Mobile
130
Deleting a Batch
131
Pending or Processed Payments
132
Deleting a Payment
133
Processed Payments
134
Pay Again
135
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