Hope Credit Union Business Electronic Banking User Guide

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Table of Contents Getting Started

Business Online Banking Overview.............................................................................4 Users........................................................................................................................................ 4 Recipients................................................................................................................................ 4 Business Banking 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 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

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