UNB Union National Bank Online & Mobile User Guide
First page
Table of contents
Next page
Last page
Getting Started
4
Business Online Banking Overview
4
Users
4
Recipients
4
Transaction Type Overview
5
Business Online Banking Transaction Types
5
Business Banking
6
Users Overview
6
User Management Overview
7
Desktop
7
Mobile
8
Adding a New User
9
Part 1 of 4: Establishing Transaction Type Entitlements
11
Part 2 of 4: Disabling a Transaction Type
12
Part 3 of 4: Editing Approval Limits for a Transaction Type
13
Part 4 of 4: Dual Control
14
Editing an Existing User’s Entitlements
15
Recipient Overview
16
Adding a Recipient
17
ACH Only - Recipient Account Detail
18
ACH & Wire - Receiving Bank Detail
20
ACH & Wire - Receiver and Intermediary Detail
23
Domestic Wires Only - Receiving Bank Detail
24
Domestic Wires Only - Receiver and Intermediary Detail
26
International Wires Only - Beneficiary Bank Detail
27
International Wires Only - Receiver and Intermediary Detail
29
Review
30
Editing a Recipient
31
Deleting a Recipient
32
Creating a Batch Payee List
33
Desktop
35
Mobile
37
Importing a Batch from File
39
Import ACH File
39
Import Delimited File
41
Import Fixed Length File
45
Creating a New Payment
48
Create a Payment
48
One-time Payment
53
Make Batch Payment
54
ACH Batch Upload
59
Pay Again
63
Activity
64
Editing a Transaction
65
Deleting a Transaction
66
Viewing, Approving or Denying a Transaction
67
Desktop
67
Mobile
69
Stop Payment Request
70
Single Check
70
Range of Checks
72
Account Reporting
74
Creating a New Report
74
Deleting an Existing Report
75
Editing an Existing Report
76
Running an Existing Report
77
Bill Pay
78
Bill Pay Overview
78
Creating a Payee
78
Editing a Payee
80
Deleting a Payee
81
Schedule Payments
82
Desktop
82
Mobile
83
Recurring Payments
84
Desktop
84
Mobile
85
Rush Delivery
86
Editing a Payment
87
Deleting a Payment
88
Picture Pay
89
Pay a Person
91
Transfer Between My Accounts
93
Adding an External Account Using Plaid
93
Adding an External Account Manually
95
Verifying an External Account
96
Deleting an External Account
97
Transfering Money
98
Updating Preferences
99
Made with FlippingBook
Annual report maker