Commercial Online Banking Information

Helpful Guides for Commercial Online Banking

Training Resources

To suit your preferred learning style, we have provided multiple training materials on Commercial Online Banking,
helping you navigate its 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