Commercial Online Banking Information

Helpful Guides for Commercial Online Banking

Training Resources

To suit your preferred learning style, we have provided multiple training materials to introduce you to the changes as you migrate to Commercial Online Banking,
helping you use the new capabilities effectively and efficiently. Below you will find user guides and how-to videos.
In addition, we have added Frequently Asked Questions for your reference.


User Guides

User guides provide a deeper level of detail and are a convenient reference to have handy as you work with the new platform.

 

ACH File Import – Use a NACHA-formatted file within Commercial Online Banking for ACH processing.  ACH File Import Quick Reference
 

ACH Payments – Guide for creating ACH payments within Commercial Online Banking. ACH Payment Quick Reference

Alerts Center - This widget configures the system to automatically send alerts when certain conditions occur. Commercial Online Banking Alerts Center


Balance and Transaction Reporting – Receive the information you need based on your accounting preferences for reviewing account details.
Balance & Transaction Reporting Quick Reference

 

Basic Navigation Guide – This document will help get you started with Commercial Online Banking.  Commercial Online Banking Basic Navigation

 

Domestic Wire Payments – Helpful guide for establishing wire payments.
Domestic Wire Payments Quick Reference

 

Fraud and Risk Management - This function allows you to monitor your checks, upload files and review and decision transaction.
Fraud-Risk Management Quick Reference 

Recurring Payments and Transfers – This feature allows you to establish recurring activity. Recurring Payments and Transfers

 

Reports Management – Predefined reports for your banking needs.
Reports Management Quick Reference

 

Stop Payment – How to process stop payment requests within Commercial Online Banking.  Stop Payments Quick Reference

 

Transaction Reporting – Quickly receive the information you’re looking for in these easy to build reports. Transaction Reporting Quick Reference

 

Transfer Management - Ability to create account to account transfers with various options. Transfer Management Quick Reference

 

User Administration Quick Reference Guide – Establishing Additional Users.
User Administration Quick Reference

How-To Videos

 

The following videos will introduce you to and help you familiarize yourself with key features and functions of the new platform.
Please check back frequently as new videos are continually loaded.

Accessing the system for the first time

 

Creating an ACH template

 

Importing a NACHA file for processing

 


Transfer accounts

 

Processing a Wire Transfer

 

Processing an Account Transfer

 


Creating an Alert

 

Exporting Information from the system

 

Customizing List View through Display

 


Adding and Managing Widgets Through Display

 

Managing User Permissions

 

Creating individual check issues and voids

 

 

Creating New Contacts

 

Placing a Stop Payment

 

Importing Positive Pay Issue