Online Banking Learning Center: Business Banking
Business Online Banking Videos
Watch any of our online banking videos to help make the most of your online banking experience. These videos describe the experience for desktop users.
User Management
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Adding a New User
Learn how to add each employee as a new user so they can access and manage business online banking.
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User Rights Setup
User rights are needed to be created to establish account restrictions for specific features and responsibilities.
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Manage Users
View and make changes to a user’s personal information and responsibilities.
Recipients Management
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Recipient Overview
The first step in making payments is setting up your recipients, which is any person or company that receives your company’s payments.
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Editing or Deleting a Recipient
See how to edit or delete existing recipients. You can also add new accounts for any recipient.
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Recipient Setup – ACH Only
Watch this video to see how to add a new recipient that will be only receiving ACH payments.
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Recipient Setup – ACH & Wires
Watch this video to see how to add a new recipient that will be only receiving ACH and wires payments.
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Recipient Setup – Domestic Wire Only
See what information is required to create a new domestic wire recipient and how to setup additional accounts for that recipient.
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Recipient Setup – International Wire Only
See what information is required to create an international wire recipient and how to setup additional accounts for that recipient.
ACH Management
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Creating an ACH Receipt
Learn how to request an ACH payment or create a template for future transactions.
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Creating an ACH Payment
Learn how to send an ACH payment or create a template for future transactions.
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Creating an ACH Collection
This video shows how to send or request multiple ACH payments at one time.
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Creating an ACH Batch
See how to easily setup an ACH batch to make multiple payments at one time.
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ACH Pass-Through Files
See how to create a NACHA formatted pass-through file.
Wires Management
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Creating a Domestic Wire
See how to build a template for a domestic wire and include those users who have the draft rights for it.
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Creating an International Wire
View how to build a template for an international wire and include those users who have the draft rights for it.
Payment Management
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Creating Payroll, Multiple & Split Payments
Watch how to setup individual recipients, import multiple recipients and to create split payments for payroll.
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Approving or Cancelling Payments
See how a user with the appropriate rights can approve or cancel a drafted payment.
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Payment From File
Learn how to setup payment recipients from either a CSV file and the required fields or a balanced Nacha file.
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Subsidiaries Management
Learn how to create your business' subsidiaries, their appropriate payment types, send payments or delete a subsidiary.
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Managing Payment Templates
Learn how to create, edit or delete payment templates to create efficiency and reduce mistakes.
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