Northern Credit Union Digital Banking User Guide Business Users

First page Table of contents Next page Last page

Getting Started	6
Business Banking Overview	6
Users	6
Payees	6
Business Banking Transaction Types*	7
Downloading Northern’s Mobile Banking App	8
New User Registration	9
Users	10
Users Overview	10
Adding a New User	11
Part 1 of 4: Permissions and Limits	13
Part 2 of 4: Accounts	15
Part 3 of 4: Account Permissions	16
Part 4 of 4: Review Information	17
Copy a User	18
Editing a User	21
Editing User’s Permissions	22
Changing a Sub-User’s Status	23
Resetting Sub-User Password	24
Deleting a User	25
Payees	26
Payee Overview	26
Adding a Payee	27
ACH Payments*	29
Domestic Wire Payments*	30
International Wire Payments*	31
Editing a Payee	32
Adding Additional Payment Methods	33
Deleting a Payee	34
Business ACH	35
Creating a Template	35
Adding Payees to Template	38
Import Payees	39
Deleting Payees From a Template	40
Copying a Template	42
Editing a Template	43
Deleting a Template	44
Using a Template	45
ACH Pass-Thru*	48
Scheduled ACH Transactions	51
Canceling a Scheduled ACH Transaction	52
ACH Transaction History	53
ACH Notifications	54
Authorize or Reject an ACH Transaction	55
Business Wires	56
New Domestic Wire*	56
New International Wire*	58
Scheduled Wires	60
Canceling a Scheduled Wire	61
Wire Payment History	62
Wire Notifications	63
Authorize or Reject a Wire	64
Business Reports	66
Reports Dashboard	66
Create a Custom Report	67
ACH Details Report	68
Transaction History	69
Editing a Report	70
Deleting a Report	71
Standard Reports	72
Security	73
Protecting Your Information	73
General Guidelines	73
Login ID and Password	73
Fraud Prevention	73
Security Preferences	74
Change Username	74
Change Password	75
Two-Factor Authentication	76
Remembered Devices	78
Mobile Security Preferences	79
Enabling Digital ID	79
Face ID/Fingerprint	80
Message Center	81
Inbox	81
Sent	83
Compose Message	84
View and Reply	85
eAlerts	86
Transactions	87
Make a Transfer (Mobile App)	87
Add an Account	88
Mobile App	88
Adding an Internal Account (Member to Member Transfers)	89
Adding an External Account (Transfer Option)	91
Make a Transfer	93
One-Time Transfers	93
Recurring Transfers	95
Loan Payments	97
Recurring Loan Payments	100
Scheduled Transfers	102
Editing Transfers	103
Deleting Transfers	104
Deleting Recurring Transfers Series	105
Transfer Activity	107
More Actions	108
Dispute Transactions	109
Deposit Check	111
Enrollment	111
Depositing a Check	112
Check Deposit History	113
Bill Pay	114
Creating a Payee	114
Adding an Electronic Payee	116
Adding a Manual Payee	117
Editing a Payee	118
Deleting a Payee	119
Single Payments	120
Multiple Payments	122
Expedite Payment	124
Setting Up eBills	126
Payment Activity	128
Editing Payments	129
Deleting Payments	131
Select Primary Account	132
Pay an Invoice	133
Card Controls	135
Card Controls	135
Blocking a Card	135
Unblocking a Card	136
Travel Notices	137
Edit Travel Notices	139
Delete Travel Notices	140
Replacement Card	141
Resources and Support	143
24/7 Support	143
User Guide	144
Relationship Center/ATM Locator	145
How-To Videos	146
EZ Shield Identity Protection	147
Settings	148
Company Info	148

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