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
Viewing eBills	128
Payment Activity	129
Editing Payments	130
Deleting Payments	132
Select Primary Account	133
Pay an Invoice	134
Debit Card Controls	136
Debit Card Controls	136
Switch Cards	136
Recent Transactions	137
Activate Card	138
Set Debit Card PIN	139
Blocking a Card	140
Unblocking a Card	141
Add Travel Plan	142
Edit Travel Plans	144
Delete Travel Plans	145
Card of File	146
Update Card	147
Need Feedback	150
Recurring Payments	152
Debit Card Controls - Locations	153
Debit Card Controls - Merchant Types	155
Debit Card Controls - Transaction Types	156
Debit Card Controls - Spend Limits	157
Debit Card Alerts	158
Report Debit Card Lost or Stolen	159
Personal Information	160
Hide/Show Cards	161
Card Controls	162
Credit Card Controls	162
Resources and Support	163
24/7 Support	163
User Guide	164
Relationship Center/ATM Locator	165
How-To Videos	166
EZ Shield Identity Protection	167
Settings	168
Company Info	168

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