First Northern Bank Online Banking Small Business User Guide

Home Page7
Home Page Overview7
Account Summary Overview9
Account Details Overview10
Quick Transfer12
Account Nickname13
Account Grouping14
Editing a Group Name15
Deleting a Group15
Security16
Protecting Your Information16
General Guidelines16
Login ID and Password16
Fraud Prevention16
Secure Message Overview17
Sending a Secure Message18
Transaction Types19
Moving Money Overview19
Transactions20
Transfer Funds20
Online Activity Center Overview22
Using Filters23
Creating or Deleting Custom Views Using Favorites23
Editing Transactions24
Canceling Transactions25
Biller Direct26
Home Page Overview26
Adding a Company27
Scheduling a Payment29
Sending a Payment Manually30
Enabling or Disabling Account Notifications31
Changing a Company’s Payment Method32
Unlink a Company33
Adding or Changing a Payment Method34
Deleting a Payment Method36
Editing your Notifications37
Business Bill Pay39
Home Page Overview39
Add a Payee41
Company41
Individual44
Bank or Credit Union47
Edit a Payee49
Delete a Payee50
Import Payees51
Add and Manage Categories52
Single Payment53
Edit a Single Payment55
Create a Recurring Payment56
Edit or Cancel a Pending Payment58
Payment Approval60
Company Profile61
Edit or Delete Bill Pay Accounts62
Modify User Permissions63
Personal Profile65
e-Notifications66
Events66
Logout67
Recurring68
Reminders69
Reports70
Statements71
View Statements71
Statement Delivery72
Positive Pay73
Introduction73
Quick Exception Processing74
To Upload an Issued Check File76
Manually Enter a Check77
Void a Check78
Managing Exceptions79
Outstanding Issued Checks81
Issued Check File Processing Log82
ACH Reporting83
Account Reconciliation84
ACH Returns/NOC Report85
User Setup86
ACH Authorization Rules Setup89
Other Services90
Stop Payment Request90
Single Check90
Multiple Checks91
CardSwap92
Getting Started92
Overview94
Text Enrollment95
Address/Contact Change97
Settings98
Account Preferences98
Security Preferences99
Change Password99
Change Login ID100
Secure Delivery101
Mobile Security Preferences102
Enabling Touch ID or Fingerprint Login102
Enabling Passcode Authentication104
Disabling Passcode Authentication, Touch ID or Fingerprint Login105
Enabling Face ID106
Apple Watch107
Apple Watch Setup107
Viewing Balances and Transactions107
Alerts Overview108
Account Alerts109
History Alerts110
Online Transaction Alerts111
Reminder112
Accessibility113

Made with FlippingBook HTML5