R Bank Business Online Banking User Guide
First page
Table of contents
Next page
Last page
Getting Started
7
New User Enrollment
7
First Time Login
8
Logging In
9
Logging Off
9
Resetting A Forgotten Password
10
Home Page
12
Home Page Overview
12
Account Summary Overview
13
Account Details Overview
14
Quick Transfer
16
Account Grouping
17
Editing a Group Name
18
Deleting a Group
18
Security
19
Protecting Your Information
19
General Guidelines
19
Login ID and Password
19
Fraud Prevention
19
Security Preferences
20
Change Password
20
Change Login ID
21
Secure Delivery
22
Alerts Overview
23
Date Alerts
24
Account Alerts
25
History Alerts
26
Online Transaction Alerts
27
Security Alerts Overview
28
Edit Delivery Preferences
28
Secure Message Overview
29
Sending a Secure Message
30
Transactions
31
Moving Money Overview
31
Funds Transfer
32
Activity Center Overview
34
Using Filters
35
Creating or Deleting Custom Views Using Favorites
35
Viewing, Approving or Canceling a Transaction
36
Single Transaction
36
Multiple Transactions
37
Check Reorder
38
Business Bill Pay
39
Getting Started
39
Navigation
40
Pay Someone New
41
Schedule a Single Payment
44
Schedule Multi Payments
46
Set Up Auto-Pay
47
Edit an Auto-Payment
49
Turn off Auto-Payment
50
Edit Biller Details
51
Edit Biller Details
52
Quick Reference Panels Overview
53
Reports
54
Alert Preferences
55
Commercial
56
Editing Company Policy
56
Part 1 of 4: Choose a Transaction Type to Edit in Company Policy
56
Part 2 of 4: Choose the Maximum Draft Amount
57
Part 3 of 4: Choose the Number of Approvals
58
Part 4 of 4: Choose the Accounts
58
Approval Limits
59
Company Policy Tester
60
Features Tab
62
Accounts Tab
63
Account Labels
64
Reports Overview
65
ACH Online Origination Report
66
Company User Activity Report
68
Transaction Report
70
Wire Online Origination Report
72
Company Entitlements Report
74
ACH Activity Report-Previous Day(s)
75
Balance and Activity Statement-Previous Day(s)
77
Edit a Report
79
Delete a Report
80
Services
81
Stop Payment
81
Text Enrollment
84
Address Change
85
Account Preferences
86
Locations
87
Branches and ATMs
87
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