Northfield Savings Bank Personal Online Banking User Guide

5

Transaction Types Moving Money Overview............................................................................................39 Transactions Transfer to My Accts...................................................................................................40 Transfer to Others ......................................................................................................42 Linking Someone’s Northfield Savings Bank Account...................................................... 42 Single Transfers Between Northfield Savings Bank Accounts........................................ 43 Adding A Personal External Account.........................................................................44 Verifying A Personal External Account......................................................................45 Activity Center Overview. ...........................................................................................46 Using Filters........................................................................................................................... 47 Creating or Deleting Custom Views Using Favorites........................................................ 47 Editing Transactions............................................................................................................. 48 Canceling Transactions........................................................................................................ 49 Quick Payment Bill Pay Overview ........................................................................................................50 Creating a Payee................................................................................................................... 50 Editing a Payee...................................................................................................................... 52 Deleting a Payee................................................................................................................... 53 Making a Single Payment...........................................................................................54 Paying Multiple Bills....................................................................................................55 Payment Activity..........................................................................................................56 Cancel a Pending Payment.........................................................................................57 Payments Overview. ...................................................................................................58 Hiding or Unhiding Payees from Payment Screen........................................................... 59 Creating a Payee Overview. .......................................................................................60 Creating a Payee: Company.......................................................................................61 Creating a Payee: Person............................................................................................63 Part 1 of 3: Choosing Payee and Payment Method......................................................... 63 Part 2 of 3: Adding Payee Information.............................................................................. 64 Part 3 of 3: Keyword (Email Only) and One-Time Activation Code................................. 65 Editing a Payee.............................................................................................................66 Deleting a Payee..........................................................................................................67 Scheduling Payments..................................................................................................68 Rush Delivery...............................................................................................................69 Recurring Payments....................................................................................................71 Editing Payments.........................................................................................................72 Skipping Payments......................................................................................................73 Canceling Payments....................................................................................................74 Setting Up eBills...........................................................................................................75

Made with FlippingBook - professional solution for displaying marketing and sales documents online