Columbia Bank deposit products:
Columbia Bank deposit products:
Use the information below to get to know the most important Commercial Online Banking tools and features.
Table of Contents
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Video Tutorials: |
User Guides: |
Video Tutorials
General Navigation
Get started with Commercial Online Banking by learning how to move around in the system.
- Display options
- Communication
- Dashboard expanded
Administration
Step-by-step instructions for completing important Administration functions within Commercial Online Banking.
- Add a new user
- Reset a password, unlock and lock
- Edit an existing user
- Adjust approval settings and dual approval
- View the User Activity Log
Statements
Learn how to set up your preferred delivery and view your account statements.
- Set statement preferences
- View current statements
- Access past statements
Managing Templates, Recurring Payments
Save time by learning how to use payment templates.
- Creating templates
- Editing templates
- Scheduling recurring payments
Money Movement
Get to know your options for sending and receiving funds.
- ACH
- Wires
- Bill Pay
- Internal transfers
ACH Positive Pay
Learn how to start blocking unauthorized ACH charges.
- Dashboard and transactions
- Approved List
- Managing users and notification rules
Check Positive Pay
Set up and manage payment fraud protection.
- Managing exceptions
- Entering and importing issues or voids
- Updating issues
- Exception decisions
- Outstanding and stale issues or voids
- Setting up alerts
Commercial Bill Pay
How to start managing and paying bills online.
- Navigation the system
- Adding payees
- Making payments
- Approving payments
- Reviewing activity
User Guides
General Navigation
- Dashboard
- Approvals & exceptions
- Communications
- Accessing support resources
Administration
- Adding and editing users
- Resetting passwords and unlocking users
- Setting up dual approvals
- Viewing user activity log
- Setting up alerts
ACH Positive Pay
- Dashboard
- User management
- Adding companies to the Approved List
- Approved List maintenance and reporting
- Changing transaction status
- Transaction history
- Notification rules and report
- Setting up alerts
Check Positive Pay
- Entering and uploading check records
- Uploading a file
- Custom file definitions
- Managing exceptions
- View status of checks
- Modifying existing records
- Updating the stale date
- Reporting
- User permissions
- Setting up alerts
ACH Services
- Sending a payment
- Creating and modifying templates
- Recurring payments
- Approving transactions
- Setting up alerts
Wires
- Sending a wire
- Creating and modifying templates
- Recurring payments
- Approving wire transactions
- Setting up alerts
Bill Pay
- Adding a payee
- Making a payment
- Setting recurring payments
- Modifying a recurring bill payment
- Reviewing activity
Commercial Mobile App
- Logging in
- Viewing accounts and transactions
- Menu bar
- Transferring funds
- Approvals
- Check Positive Pay
Remote Deposit Capture
- Setting up dual control
- User profiles
- Adding and changing user settings
- Creating a new deposit
- Correcting and balancing deposits
- Adding or modifying open deposits
- Returned deposited items
- Marking, or Franking, of original checks
- Research
Trade Connect
- Configure reports
- View reports
- View recurring payments
- Obtain trade confirmations
Enroll in Commercial Online Banking
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