Stanford Federal Credit Union Online Banking Guide for Business

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Manage Auto-Pay........................................................................................................38 Sending A Domestic Wire...........................................................................................39 Part 1 of 4: Adding a Recipient:........................................................................................... 39 Part 2 of 4: Entering Recipient Amount............................................................................. 42 Part 3 of 4: Selecting an Account........................................................................................ 43 Part 4 of 4: Review & Submit............................................................................................... 44 Business Bill Pay Overview.......................................................................................................................45 Creating a Payee..........................................................................................................46 Editing or Deleting a Payee........................................................................................47 Deleting a Biller. ..........................................................................................................48 Making a Payment.......................................................................................................49 Adding an Invoice........................................................................................................50 Editing or Canceling Pending Transactions..............................................................51 Adding an Authorized User........................................................................................52 Managing Authorized Users.......................................................................................53 Commercial Users Overview............................................................................................................54 User Management Overview.............................................................................................. 55 Editing an Existing User’s Rights................................................................................56 Part 1 of 5: Editing Transaction Type Rights..................................................................... 56 Part 2 of 5: Disabling a Transaction Type.......................................................................... 58 Part 3 of 5: Editing Approval Limits for a Transaction Type............................................ 59 Part 4 of 5: Editing Rights to Access Features................................................................... 60 Part 6 of 6: Editing Rights to Access Accounts.................................................................. 61 Deleting a User............................................................................................................62 Tools & Requests Submitting A Travel Notice.........................................................................................63 Ordering Checks..........................................................................................................64 Stop Payment on Check..............................................................................................65 Review Online Activity Overview...............................................................................68 Using Filters........................................................................................................................... 69 Creating or Deleting Custom Views Using Favorites........................................................ 69 Viewing, Approving or Canceling a Transaction......................................................70 Single Transaction................................................................................................................ 70 Multiple Transactions.......................................................................................................... 71 Applying for a Loan.....................................................................................................72 Applying for a Credit Card..........................................................................................73