Hudson Valley Federal Credit Union Guide to Business Internet Banking & Bill Pay

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Table of Contents General Information

Security.................................................................................................4 Security.................................................................................................5 New Enrollment.................................................................................8 Entering ID & Password..................................................................9 My Accounts Navigation.........................................................................................10 Account Details...............................................................................12 Send a Message...............................................................................13 Funds Transfer..................................................................................14 Member to Member Transfer......................................................16 Business Bill Pay Getting Started................................................................................18 Navigation.........................................................................................20 View Scheduled Transactions.....................................................21 Single Payment: Individual..........................................................22 Single Payment: Bill........................................................................24 Edit a Single Payment....................................................................26 Create a Recurring Payment.......................................................27 Edit a Recurring Transaction.......................................................28 Payment Approval..........................................................................30 Add a Payee......................................................................................32 Edit a Payee.......................................................................................34 Import Payees..................................................................................35 Manage Categories........................................................................36 Company Profile..............................................................................38 Manage Bill Pay Accounts............................................................39 Modify User Permissions..............................................................40 Personal Profile................................................................................42 e-Notifications.................................................................................43 Reports...............................................................................................44 Manage Transactions.....................................................................46