Freedom Bank Business Online Banking User Guide
First page
Table of contents
Next page
Last page
Getting Started
1
Logging In
10
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 Nickname
19
Account Grouping
20
Editing a Group Name
21
Deleting a Group
21
Security
22
Protecting Your Information
22
General Guidelines
22
Login ID and Password
22
Fraud Prevention
22
Security Preferences
23
Change Password
23
Mobile Security Preferences
24
Enabling Touch ID or Fingerprint Login
24
Enabling Passcode Authentication
26
Enabling Face ID
27
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login
28
Alerts Overview
29
Account Alerts
30
History Alerts
31
Online Transaction Alerts
32
Reminders
33
Enabling and Disabling Push Notifications
34
Secure Message Overview
35
Sending a Secure Message
36
Overview
37
Business Online Banking Overview
37
Users
37
Recipients
37
Business Online Banking Transaction Types
38
Small Business Users
39
Users Overview
39
User Management Overview
40
Adding a New User
41
Part 1 of 5: Establishing Transaction Type Rights
42
Part 2 of 5: Disabling a Transaction Type
43
Part 3 of 5: Editing Approval Limits for a Transaction Type
44
Part 4 of 5: Establishing Rights to Access Features
45
Part 5 of 5: Establishing Rights to Access Accounts
46
Editing an Existing User’s Rights
47
Deleting a User
48
Corporate Users
49
User Roles Overview
49
Creating, Editing or Copying a User Role
50
Part 1 of 10: Choosing a Transaction to Edit in User Roles
51
Part 2 of 10: Establishing Transaction Type Rights
52
Part 3 of 10: Approval Limits
53
Part 4 of 10: Disabling a Transaction Type
54
Part 5 of 10: Allowed Actions
55
Part 6 of 10: Enabling Operation Rights
56
Part 7 of 10: Choosing the Maximum Draft Amount
57
Part 8 of 10: Selecting Subsidiaries
57
Part 9 of 10: Enabling Allowed Accounts
58
Part 10 of 10: Choosing Drafting Hours
59
User Role Policy Tester
60
Deleting Allowed Actions
62
Establishing Rights to Access Features
63
Establishing Rights to Access Accounts
64
Deleting a User Role
65
Commercial Services
66
Editing Company Policy
66
Part 1 of 11: Choosing a Transaction to Edit in Company Policy
66
Part 2 of 11: Approval Limits
67
Part 3 of 11: Allowed Actions
68
Part 4 of 11: Amount
68
Part 5 of 11: Approvals
69
Part 6 of 11: Choosing the Subsidiaries
69
Part 7 of 11: Choosing the Accounts
70
Part 8 of 11: Choosing the Drafting Hours
71
Part 9 of 11: Choosing the Location
72
Part 10 of 11: Choosing the IP Address
73
Part 11 of 11: Choosing the SEC Code
74
Company Policy Tester
75
Viewing Rights to Access Features
77
Establishing Rights to Access Accounts
78
Creating and Editing Account Labels
79
Users Overview
80
User Management Overview
81
Adding a New User
82
Editing a User
83
Deleting a User
84
Subsidiaries
85
Subsidiary Overview
85
Adding a Subsidiary
86
Editing a Subsidiary
87
Deleting a Subsidiary
88
Recipients
89
ACH Recipient Overview
89
ACH Only- Part 1 of 2: Adding a Recipient
90
ACH Only- Part 2 of 2: Recipient Account Detail
91
ACH & Wire- Part 1 of 4: Adding a Recipient
92
ACH & Wire- Part 2 of 4: Receiving Bank Detail
93
ACH & Wire- Part 3 of 4: Intermediary Bank Detail
94
ACH & Wire- Part 4 of 4: Recipient Account Detail
95
Wire Recipient Overview
96
Wires Only (Domestic) - Part 1 of 4: Adding a Recipient
97
Wires Only (Domestic)- Part 2 of 4: Receiving Bank Detail
98
Wires Only (Domestic)- Part 3 of 4: Intermediary Bank Detail
99
Wires Only (Domestic)- Part 4 of 4: Recipient Account Detail
100
Wires Only (International)- Part 1 of 4: Adding a Recipient
101
Wires Only (International)- Part 2 of 4: Receiving Bank
102
Wires Only (International)- Part 3 of 4: Intermediary Bank Detail
103
Wires Only (International)- Part 4 of 4: Recipient Account Detail
104
Editing a Recipient (ACH and Wire)
105
Editing a Recipient’s Templates
106
Deleting a Recipient
107
Payments
108
Sending a Single Payment
108
ACH Payment
108
ACH Collection
110
Payroll
113
Splitting a Payment
115
Domestic Wire
116
International Wire
118
Payment From File
120
Importing a CSV file
120
Importing a NACHA file
120
Payment Template (ACH and Wire) Overview
123
Creating a Template
124
ACH Payment
125
ACH Collection
127
Payroll
129
Domestic Wire
131
International Wire
133
Editing a Template
135
Using a Template
136
Deleting a Template
138
Viewing, Approving or Canceling a Transaction
139
Single Transaction
139
Multiple Transactions
140
ACH Pass-Thru
141
Tax Payment
142
Reports
144
Reports Overview
144
Company User Activity Report
145
Transaction Report
146
Company Entitlements Report
147
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 Report
151
Editing a Report
152
Deleting a Report
153
Autobooks
154
Overview
154
Send an Invoice
155
Edit Invoice Draft
157
Mark Invoice as Paid
158
Copy Invoice
159
Email Invoice
161
Cancel Invoice
162
Edit Recurring Schedule
163
Pause Recurring Schedule
165
Resume Recurring Schedule
166
Cancel Recurring Schedule
167
Export Invoices
168
New Estimate
169
Edit an Estimate
171
Email an Estimate
173
Create an Invoice from an Estimate
174
Cancel an Estimate
176
Export Estimates
177
Add a Customer
178
Import Customers
179
Export Customers
180
Edit a Customer
181
Archive a Customer
183
Invoice Balance Details
185
New Product/Service
186
Edit Product/Service
187
Delete Product/Service
189
Invoice Settings
190
Edit Invoice Reminders and Fees
191
Payments Overview
193
Payment Form Settings
194
Share Your Payment Form Link
195
Email Your Payment Form Link
196
Payments
197
Refund a Payment
198
Cancel a Payment
199
Autobooks Accounting Overview
200
Vendors
201
Add a Vendor
202
Import Vendors
203
Edit a Vendor
204
Archive a Vendor
205
Export Vendors
206
Vendor Invoices
207
Paying a Vendor Invoices
209
Canceling a Vendor Invoices
211
Create a Vendor Check
212
Canceling a Check
214
Reports
215
Customer Balances
215
Vendor Balances
216
Vendor Balances
217
Settings
218
Profile
218
Company
219
Transactions
220
Transfer
220
Activity Center Overview
222
Using Filters
223
Creating or Deleting Custom Views Using Favorites
223
Editing Transactions
224
Canceling Transactions
225
Positive Pay
226
Introduction
226
Managing Exceptions
227
To Submit an Issued Check File
230
Add New Issued Check
231
Void a Check
232
Check Search
234
Reverse Positive Pay
236
ACH Transaction Search
237
Daily Checks Issued Summary
238
Stops and Voids
239
Exception Items
240
Stale Dated Checks
241
Check Reconciliation Summary
242
Deposit Reconciliation Summary
243
Account Reconciliation
244
Issued Check Processing Log
245
User Setup
246
Reset User
251
Commercial Bill Pay
252
Home Page Overview
252
Add a Payee
254
Company
254
Individual Electronic Payments: Allowing an Individual to Provide Their Banking Information
256
Individual Electronic Payments: If You Have an Individual’s Account Information
258
Individual Check Payments
260
Activate a Payee
262
Import Payees
263
Edit a Payee
266
Delete a Payee
267
Add and Manage Categories
268
Single Payment
269
Edit or Stop a Single Payment
270
Create a Recurring Payment
271
Edit or Stop a Recurring Payment
273
Payment Approval
275
Add a Transfer Account
276
Delete or Edit a Transfer Account
277
One-Time Transfer
278
Edit or Stop a Single Transfer
279
Recurring Transfers
280
Edit or Stop a Recurring Transfer
281
Transfer Approval
283
Add an Employee
284
Edit or Deactivate an Employee
286
Schedule Payroll
288
Edit Scheduled Payroll
290
Schedule Extra Payroll
291
View Past Payroll
293
Edit or Stop Scheduled Payroll
294
Payroll Approval
297
Calendar
298
Company Profile
299
Delete or Edit Bill Pay Accounts
300
Modify User Permissions
301
Personal Profile
302
e-Notifications
303
Events
303
Logout
304
Recurring
305
Reminders
306
Reports
307
Services
308
Stop Payment Request
309
Check Reorder
310
Text Enrollment
311
Mobile Deposits
313
Settings
314
Account Preferences
314
Statement Delivery
315
Accessibility
316
Locations
317
Branches and ATMs
317
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