HFB Online Banking and Mobile App Business User Guide
First page
Table of contents
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Getting Started
4
Standard Business Online Banking
4
High Risk Transaction Code
4
Remote Deposit Capture
4
Bill Pay
4
Manage Cards
4
Enhanced Business Online Banking
5
Includes all Standard features as well as:
5
Positive Pay
5
Smart Transfers
5
Picture Pay
5
Business User Administrator
5
Wire Transactions
6
ACH File Transactions
6
New Business Enrollment
7
Logging in After Enrollment
7
Transaction Type Overview
8
Business Online Banking Transaction Types
8
Manage Users Overview
9
Desktop
9
Mobile
10
Adding a New User
11
Part 1 of 4: Establishing Transaction Type Entitlements
13
Part 2 of 4: Disabling a Transaction Type
14
Part 3 of 4: Editing Approval Limits for a Transaction Type
15
Part 4 of 4: Approval Rights
16
Business Banking
17
Editing an Existing User’s Entitlements
17
Recipient Overview
18
Adding a Recipient
19
ACH Only - Recipient Account Detail
20
ACH & Wire - Receiving Bank Detail
22
ACH & Wire - Receiver and Intermediary Detail
25
Domestic Wires Only - Receiving Bank Detail
26
Domestic Wires Only - Receiver and Intermediary Detail
28
International Wires Only - Beneficiary Bank Detail
29
International Wires Only - Receiver and Intermediary Detail
31
Review
32
Editing a Recipient
33
Deleting a Recipient
34
Creating a Batch Template Payee List
35
Desktop
37
Importing a Batch from File
40
Import ACH File
40
Import Delimited File
42
Import Fixed Length File
46
Payments
49
Creating a New Business Payment
49
Create a Payment
49
One-time Payment
54
Create a Payment Using a Template
55
ACH Batch Upload
57
Editing a Template
61
Deleting a Template
62
Pay Again
63
Activity
64
Editing a Transaction
64
Deleting a Transaction
65
Viewing, Approving or Denying a Transaction
66
Desktop
66
Mobile
68
Advanced History
69
Creating a New Report
69
Deleting an Existing Report
70
Editing an Existing Report
71
Running an Existing Report
72
Download or Print a Report
72
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