Northern Credit Union Digital Banking User Guide Business Users

First page Table of contents Next page Last page

Getting Started	7
Business Banking Overview	7
Users	7
Payees	7
Business Banking Transaction Types*	8
Downloading Northern’s Mobile Banking App	9
New User Registration	10
Users	11
Users Overview	11
Adding a New User	12
Part 1 of 4: Permissions and Limits	14
Part 2 of 4: Accounts	16
Part 3 of 4: Account Permissions	17
Part 4 of 4: Review Information	18
Copy a User	19
Editing a User	22
Editing User’s Permissions	23
Changing a Sub-User’s Status	24
Resetting Sub-User Password	25
Deleting a User	26
Payees	27
Payee Overview	27
Adding a Payee	28
ACH Payments*	30
Domestic Wire Payments*	31
International Wire Payments*	32
Editing a Payee	33
Adding Additional Payment Methods	34
Deleting a Payee	35
Business ACH	36
Creating a Template	36
Adding Payees to Template	39
Import Payees	40
Deleting Payees From a Template	41
Copying a Template	43
Editing a Template	44
Deleting a Template	45
Using a Template	46
ACH Pass-Thru*	49
Scheduled ACH Transactions	52
Canceling a Scheduled ACH Transaction	53
ACH Transaction History	54
ACH Notifications	55
Authorize or Reject an ACH Transaction	56
Business Wires	57
New Domestic Wire*	57
New International Wire*	59
Scheduled Wires	61
Canceling a Scheduled Wire	62
Wire Payment History	63
Wire Notifications	64
Authorize or Reject a Wire	65
Business Reports	67
Reports Dashboard	67
Create a Custom Report	68
ACH Details Report	69
Transaction History	70
Editing a Report	71
Deleting a Report	72
Standard Reports	73
Security	74
Protecting Your Information	74
General Guidelines	74
Login ID and Password	74
Fraud Prevention	74
Security Preferences	75
Change Username	75
Change Password	76
Two-Factor Authentication	77
Remembered Devices	79
Mobile Security Preferences	80
Enabling Digital ID	80
Face ID/Fingerprint	81
Message Center	82
Inbox	82
Sent	84
Compose Message	85
View and Reply	86
eAlerts	87
Transactions	88
Make a Transfer (Mobile App)	88
Add an Account	89
Mobile App	89
Adding an Internal Account (Member to Member Transfers)	90
Adding an External Account (Transfer Option)	92
Make a Transfer	94
One-Time Transfers	94
Recurring Transfers	96
Loan Payments	98
Recurring Loan Payments	101
Scheduled Transfers	103
Editing Transfers	104
Deleting Transfers	105
Deleting Recurring Transfers Series	106
Transfer Activity	108
Digital Wallet	109
More Actions	111
Dispute Transactions	112
Deposit Check (Mobile Deposit)	114
Enrollment	114
Depositing a Check	115
Check Deposit History	116
Deposit Check (Desktop Deposit)	117
Enrollment	117
Installing Check Scanner	118
Using Check Deposit (Online Banking from Desktop)	120
Deposit History	123
Reports	124
Bill Pay	125
Creating a Payee	125
Adding an Electronic Payee	127
Adding a Manual Payee	128
Editing a Payee	129
Deleting a Payee	130
Single Payments	131
Multiple Payments	133
Expedite Payment	135
Setting Up eBills	137
Viewing eBills	139
Payment Activity	140
Editing Payments	141
Deleting Payments	143
Select Primary Account	144
Pay an Invoice	145
Debit Card Controls	147
Debit Card Controls	147
Switch Cards	147
Recent Transactions	148
Activate Card	149
Set Debit Card PIN	150
Blocking a Card	151
Unblocking a Card	152
Add Travel Plan	153
Edit Travel Plans	155
Delete Travel Plans	156
Card of File	157
Update Card	158
Need Feedback	161
Recurring Payments	163
Debit Card Controls - Locations	164
Debit Card Controls - Merchant Types	166
Debit Card Controls - Transaction Types	167
Debit Card Controls - Spend Limits	168
Debit Card Alerts	169
Report Debit Card Lost or Stolen	170
Personal Information	171
Hide/Show Cards	172
Card Controls	173
Credit Card Controls	173
Statements & Documents	174
Enrollment	174
Unenroll From Statements & Documents	175
Statements	176
Tax Forms	177
Statement Inserts	178
Resources and Support	179
24/7 Support	179
CoBrowse Support	180
User Guide	181
Relationship Center/ATM Locator	182
How-To Videos	183
EZ Shield Identity Protection	184
Settings	185
Company Info	185

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