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Merger Center Home  >  Training  >  Business

How-to Videos

Use the information below to get to know the most important Commercial Online Banking tools and features.

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

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