Hope Credit Union Business Electronic Banking User Guide

First page Table of contents Next page Last page

Getting Started	4
Business Online Banking Overview	4
Users	4
Recipients	4
Business Banking	5
Users Overview	5
User Management Overview	6
Desktop	6
Mobile	7
Adding a New User	8
Part 1 of 3: Establishing Transaction Type Entitlements	10
Part 2 of 3: Disabling a Transaction Type	11
Part 3 of 3: Editing Approval Limits for a Transaction Type	12
Editing an Existing User’s Entitlements	13
Bill Pay	14
Home Page Overview	14
Add a Payee	16
Company	16
Individual Electronic Payments: Allowing an Individual to Provide Their Banking Information	18
Individual Electronic Payments: If You Have an Individual’s Account Information	20
Individual Check Payments	22
Activate a Payee	24
Import Payees	25
Edit a Payee	28
Delete a Payee	29
Add and Manage Categories	30
Single Payment	31
Edit or Stop a Single Payment	32
Create a Recurring Payment	33
Edit or Stop a Recurring Payment	35
Payment Approval	37
Add a Transfer Account	38
Delete or Edit a Transfer Account	39
One-Time Transfer	40
Edit or Stop a Single Transfer	41
Recurring Transfers	42
Edit or Stop a Recurring Transfer	43
Transfer Approval	45
Add an Employee	46
Edit or Deactivate an Employee	48
Schedule Payroll	50
Setting User Approvals	52
Dual Control Approval	53
Edit Scheduled Payroll	54
Schedule Extra Payroll	55
View Past Payroll	57
Edit or Stop Scheduled Payroll	58
Payroll Approval	61
Calendar	62
Company Profile	63
Edit Bill Pay Accounts	64
Modify User Permissions	65
Personal Profile	66
e-Notifications	67
Events	67
Logout	68
Recurring	69
Reminders	70
Reports	71
Services	72
Account Reporting	72
Creating a New Report	72
Deleting an Existing Report	73
Editing an Existing Report	74
Running an Existing Report	75
Check Deposit	76
Transactions	77
Transfers	77

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