Freedom Bank Business Online Banking User Guide

Getting Started1
Logging In10
Logging Off10
Resetting a Forgotten Password11
Home Page13
Home Page Overview13
Account Summary Overview15
Account Details Overview16
Quick Transfer18
Account Nickname19
Account Grouping20
Editing a Group Name21
Deleting a Group21
Security22
Protecting Your Information22
General Guidelines22
Login ID and Password22
Fraud Prevention22
Security Preferences23
Change Password23
Mobile Security Preferences24
Enabling Touch ID or Fingerprint Login24
Enabling Passcode Authentication26
Enabling Face ID27
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login28
Alerts Overview29
Account Alerts30
History Alerts31
Online Transaction Alerts32
Reminders33
Enabling and Disabling Push Notifications34
Secure Message Overview35
Sending a Secure Message36
Overview37
Business Online Banking Overview37
Users37
Recipients37
Business Online Banking Transaction Types38
Small Business Users39
Users Overview39
User Management Overview40
Adding a New User41
Part 1 of 5: Establishing Transaction Type Rights42
Part 2 of 5: Disabling a Transaction Type43
Part 3 of 5: Editing Approval Limits for a Transaction Type44
Part 4 of 5: Establishing Rights to Access Features45
Part 5 of 5: Establishing Rights to Access Accounts46
Editing an Existing User’s Rights47
Deleting a User48
Corporate Users49
User Roles Overview49
Creating, Editing or Copying a User Role50
Part 1 of 10: Choosing a Transaction to Edit in User Roles51
Part 2 of 10: Establishing Transaction Type Rights52
Part 3 of 10: Approval Limits53
Part 4 of 10: Disabling a Transaction Type54
Part 5 of 10: Allowed Actions55
Part 6 of 10: Enabling Operation Rights56
Part 7 of 10: Choosing the Maximum Draft Amount57
Part 8 of 10: Selecting Subsidiaries57
Part 9 of 10: Enabling Allowed Accounts58
Part 10 of 10: Choosing Drafting Hours59
User Role Policy Tester60
Deleting Allowed Actions62
Establishing Rights to Access Features63
Establishing Rights to Access Accounts64
Deleting a User Role65
Commercial Services66
Editing Company Policy66
Part 1 of 11: Choosing a Transaction to Edit in Company Policy66
Part 2 of 11: Approval Limits67
Part 3 of 11: Allowed Actions68
Part 4 of 11: Amount68
Part 5 of 11: Approvals69
Part 6 of 11: Choosing the Subsidiaries69
Part 7 of 11: Choosing the Accounts70
Part 8 of 11: Choosing the Drafting Hours71
Part 9 of 11: Choosing the Location72
Part 10 of 11: Choosing the IP Address73
Part 11 of 11: Choosing the SEC Code74
Company Policy Tester75
Viewing Rights to Access Features77
Establishing Rights to Access Accounts78
Creating and Editing Account Labels79
Users Overview80
User Management Overview81
Adding a New User82
Editing a User83
Deleting a User84
Subsidiaries85
Subsidiary Overview85
Adding a Subsidiary86
Editing a Subsidiary87
Deleting a Subsidiary88
Recipients89
ACH Recipient Overview89
ACH Only- Part 1 of 2: Adding a Recipient90
ACH Only- Part 2 of 2: Recipient Account Detail91
ACH & Wire- Part 1 of 4: Adding a Recipient92
ACH & Wire- Part 2 of 4: Receiving Bank Detail93
ACH & Wire- Part 3 of 4: Intermediary Bank Detail94
ACH & Wire- Part 4 of 4: Recipient Account Detail95
Wire Recipient Overview96
Wires Only (Domestic) - Part 1 of 4: Adding a Recipient97
Wires Only (Domestic)- Part 2 of 4: Receiving Bank Detail98
Wires Only (Domestic)- Part 3 of 4: Intermediary Bank Detail99
Wires Only (Domestic)- Part 4 of 4: Recipient Account Detail100
Wires Only (International)- Part 1 of 4: Adding a Recipient101
Wires Only (International)- Part 2 of 4: Receiving Bank102
Wires Only (International)- Part 3 of 4: Intermediary Bank Detail103
Wires Only (International)- Part 4 of 4: Recipient Account Detail104
Editing a Recipient (ACH and Wire)105
Editing a Recipient’s Templates106
Deleting a Recipient107
Payments108
Sending a Single Payment108
ACH Payment108
ACH Collection110
Payroll113
Splitting a Payment115
Domestic Wire116
International Wire118
Payment From File120
Importing a CSV file120
Importing a NACHA file120
Payment Template (ACH and Wire) Overview123
Creating a Template124
ACH Payment125
ACH Collection127
Payroll129
Domestic Wire131
International Wire133
Editing a Template135
Using a Template136
Deleting a Template138
Viewing, Approving or Canceling a Transaction139
Single Transaction139
Multiple Transactions140
ACH Pass-Thru141
Tax Payment142
Reports144
Reports Overview144
Company User Activity Report145
Transaction Report146
Company Entitlements Report147
ACH Activity Report Previous Day(s)148
Balance and Activity Statement-Previous Day(s)149
Cash Position Report Previous Day(s)150
Online Wire Origination Report151
Editing a Report152
Deleting a Report153
Autobooks154
Overview154
Send an Invoice155
Edit Invoice Draft157
Mark Invoice as Paid158
Copy Invoice159
Email Invoice161
Cancel Invoice162
Edit Recurring Schedule163
Pause Recurring Schedule165
Resume Recurring Schedule166
Cancel Recurring Schedule167
Export Invoices168
New Estimate169
Edit an Estimate171
Email an Estimate173
Create an Invoice from an Estimate174
Cancel an Estimate176
Export Estimates177
Add a Customer178
Import Customers179
Export Customers180
Edit a Customer181
Archive a Customer183
Invoice Balance Details185
New Product/Service186
Edit Product/Service187
Delete Product/Service189
Invoice Settings190
Edit Invoice Reminders and Fees191
Payments Overview193
Payment Form Settings194
Share Your Payment Form Link195
Email Your Payment Form Link196
Payments197
Refund a Payment198
Cancel a Payment199
Autobooks Accounting Overview200
Vendors201
Add a Vendor202
Import Vendors203
Edit a Vendor204
Archive a Vendor205
Export Vendors206
Vendor Invoices207
Paying a Vendor Invoices209
Canceling a Vendor Invoices211
Create a Vendor Check212
Canceling a Check214
Reports215
Customer Balances215
Vendor Balances216
Vendor Balances217
Settings218
Profile218
Company219
Transactions220
Transfer220
Activity Center Overview222
Using Filters223
Creating or Deleting Custom Views Using Favorites223
Editing Transactions224
Canceling Transactions225
Positive Pay226
Introduction226
Managing Exceptions227
To Submit an Issued Check File230
Add New Issued Check231
Void a Check232
Check Search234
Reverse Positive Pay236
ACH Transaction Search237
Daily Checks Issued Summary238
Stops and Voids239
Exception Items240
Stale Dated Checks241
Check Reconciliation Summary242
Deposit Reconciliation Summary243
Account Reconciliation244
Issued Check Processing Log245
User Setup246
Reset User251
Commercial Bill Pay252
Home Page Overview252
Add a Payee254
Company254
Individual Electronic Payments: Allowing an Individual to Provide Their Banking Information256
Individual Electronic Payments: If You Have an Individual’s Account Information258
Individual Check Payments260
Activate a Payee262
Import Payees263
Edit a Payee266
Delete a Payee267
Add and Manage Categories268
Single Payment269
Edit or Stop a Single Payment270
Create a Recurring Payment271
Edit or Stop a Recurring Payment273
Payment Approval275
Add a Transfer Account276
Delete or Edit a Transfer Account277
One-Time Transfer278
Edit or Stop a Single Transfer279
Recurring Transfers280
Edit or Stop a Recurring Transfer281
Transfer Approval283
Add an Employee284
Edit or Deactivate an Employee286
Schedule Payroll288
Edit Scheduled Payroll290
Schedule Extra Payroll291
View Past Payroll293
Edit or Stop Scheduled Payroll294
Payroll Approval297
Calendar298
Company Profile299
Delete or Edit Bill Pay Accounts300
Modify User Permissions301
Personal Profile302
e-Notifications303
Events303
Logout304
Recurring305
Reminders306
Reports307
Services308
Stop Payment Request309
Check Reorder310
Text Enrollment311
Mobile Deposits313
Settings314
Account Preferences314
Statement Delivery315
Accessibility316
Locations317
Branches and ATMs317

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