Columbia Bank deposit products:
Columbia Bank deposit products:
Merger Center Home > Training > Business
User Guides
Use the information below to get to know the most important Commercial Online Banking tools and features.
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
