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Business Online Banking: User Resource Hub

Videos and step-by-step guides for Business Online Banking.

Get oriented

Start here: a walkthrough of the home page and how to find your way around Business Online Banking.

Set up your users

Create a login for a new employee and assign their role. The guide also covers editing, deleting, and unlocking a user.

Set up the people and companies you pay

Add a recipient once, then use them in any payment or template.

Recipient Overview

Start here. What a recipient is, and how profiles work across wire and ACH payments.

Set up a recipient

How will you pay them? Choose the setup that matches.

Add a recipient you will only pay by ACH.

Add a recipient you will pay by both ACH and wire, including beneficiary and intermediary bank details.

Add a recipient you will only pay by domestic wire.

Add a recipient you will only pay by international wire, including IBAN and SWIFT/BIC options.

Watch the full walkthrough: Recipient Management

Manage recipients and templates

Editing or Deleting a Recipient

Update recipient details, change assigned templates, or remove a recipient you no longer pay.

Managing Templates

Find, use, edit, and delete payment templates. Creating a template is covered in each Moving Money guide.

Send a payment

Choose a payment type. Each guide covers building a reusable template and sending a one-time payment.

Build a domestic wire template and send a single wire to any recipient in your country, start to finish.

Watch the full walkthrough: Wire Initiation

Create an international wire template and send a wire to a recipient abroad, including currency selection.

Watch the full walkthrough: Wire Initiation

Send multiple ACH payments at once. Build the template, then draft or approve a batch.

Watch the full walkthrough: ACH Initiation

Collect funds from multiple recipients with a reusable template or a one-time collection.

Watch the full walkthrough: ACH Initiation

Pay multiple employees from a template or a one-time payment, including splitting pay across accounts.

Start a federal or state tax payment through EFTPS, up to 30 days in advance depending on your approval rights.

Approve, cancel, and track payments

Approve or cancel single, multiple, and recurring transactions, and view wire activity.

Keep track of activity and upload files

Run reports on your accounts and import payments from a file instead of typing them in.

Transaction Reporting & Details

Find your reports, create transaction and wire reports, and edit or delete a report.

Activity & Reporting

Run ACH, balance, cash position, checks paid, and other activity reports.

Uploading a Payment File

Import recipients and amounts from a CSV file using a new or saved file map.

Need a hand?

Our Business Online Support team is happy to help.

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