City National E Deposit SM User Guide
|
|
- Osborne Watson
- 6 years ago
- Views:
Transcription
1 City National E Deposit SM User Guide July 2016 Copyright 2016 by City National Bank Member FDIC All rights reserved. No part of this User Guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system, without the written permission of City National Bank. The business processes and methods of doing business described in this User Guide are proprietary to City National Bank. Use of these processes or methods without the prior written consent of City National Bank is strictly prohibited.
2 Contents Chapter 1 - Introduction... 3 Logging in to E-Deposit... 3 Change Password on First Login... 3 Life Questions Security Feature (Multi-factor Authentication)... 4 Changing Your Password Every 45 Days... 6 Chapter 2 Driver Download... 6 Driver Download... 6 Chapter 3 Making Deposits... 8 New Deposit... 8 Deposit List Screen and Deposit Item List Screen Deposit Information Summary Scanned Items List Chapter 4 - Reports Creating a Report Saving and Viewing a Copy of a Report Viewing Report Creation Settings Chapter 5 Research Item Research - (Query) Chapter 6 User Administration Setting Up a New User Changing Your User s Passwords Resetting the MFA For Your User August 2016 For Client Use Only Page 2
3 Chapter 1 Introduction City National Bank s E-Deposit SM service enables your business to make deposits of checks from almost anywhere you go, whether it is at your office or while you re on the go. Using a specialized scanner on your computer, or nothing more than your mobile device, you scan checks to become images that are electronically deposited to your City National Bank deposit accounts. This service reduces or replaces your need to deliver physical deposits via courier or in person at a banking office, and potentially offers you additional time and cost savings. This User Guide provides instructions for the commonly used activities of E-Deposit. If you have any additional questions, you may contact Client Services on banking days, Monday through Friday, from 5:30 a.m. to 7 p.m. Pacific Time at (800) Logging in to E Deposit 1. To log in to the application, go to or click the login link from CNB.com 2. Type your login credentials into the corresponding fields. 3. Click the Login button. Change Password on First Login The first time you log in to the E-Deposit system, you will be prompted to create a new password to use instead of the password you were provided by the bank or your System Administrator. August 2016 For Client Use Only Page 3
4 NOTE: Passwords must be a minimum of 8 characters and include at least one uppercase and one lower-case letter, one number, and one special character. Special characters allowed are the following:,!@#$%^&*()_+= 1. Enter your new password in both the New Password and Confirm New Password fields. 2. Click the Save button. The Welcome page displays, and a message near the top indicates that your password was changed successfully. Life Questions Security Feature (Multi factor Authentication) To provide a higher level of security, our E-Deposit system uses Multi-factor Authentication. The first time you access your E-Deposit service, the system will require that you set up a series of 5 questions and answers based upon your own life history. 1. After entering and changing your password on your first access to E-Deposit, the Multi-factor Authentication screen appears. August 2016 For Client Use Only Page 4
5 2. Select a question and then enter your answer to that question, then click next. 3. You will be taken to the next question (Question 2 of 5 and so on). After answering the fifth question, the system brings you to the Home page and allows you to make your deposit. In future logins, the system may ask that you verify your identity, as shown in the following screen. When you are requested to answer the questions, you will be asked three security questions. Select Remember Me to eliminate answering questions on this computer or device. NOTE: If you enter an incorrect response to the multifactor authentication questions, you will be informed that one of the three questions was answered incorrectly. You will August 2016 For Client Use Only Page 5
6 be prompted to try again. Your administrator can reset your password and/or Security questions if you do not recall the answer to your questions. Changing Your Password Every 45 Days The E-Deposit system requires you to change your password every 45 days. Once your password has expired, a warning page will be displayed when you attempt to log in, requiring you to change your password before being permitted to login. 1. Enter your new password in both the New Password and Confirm New Password fields. 2. Click the Save button. NOTE: Passwords must be a minimum of 8 characters and include at least one upper-case and one lower-case letter, one number, and one special character. Special characters allowed are the following:,!@#$%^&*()_+= 3. The Welcome page displays, and a message near the top indicates that your password was changed successfully. Chapter 2 Driver Download Driver Download Your desktop scanner requires a small program called a driver to be installed on your computer. The first time you use E-Deposit, you will need to install the driver software for the specific scanner you use. Look for the driver link (circled in red on screenshot below). It is in the bottom right of the screen where you can click it to display the drivers supported. August 2016 For Client Use Only Page 6
7 Click on the scanner you are using, and follow the instructions to download the driver. Administrative rights are required to download drivers. If you are reloading a different driver than the ones shown, contact us for assistance. August 2016 For Client Use Only Page 7
8 Chapter 3 Making Deposits New Deposit 1. Click the Create New Deposit button on the home page to start a new deposit. The following New Deposit page allows you to start a new deposit. 2. Select the location and associated account number for the deposit. Enter the value of the deposit including decimals and click Start Capture August 2016 For Client Use Only Page 8
9 After scanning is completed, review the Deposit Item List to confirm that no issues need to be resolved and the deposit is in balance with your Declared Amount. 3. To correct items simply click on the yellow warning icon to the left of the page ( ). 4. After selecting the icon, the item will display noting the reason for the error and allowing you to correct or delete the item. After correcting the item, select next error to move through additional items.. 5. After the last error you will be taken back to the Deposit List to balance and transmit the deposit. 6. You can add additional items or complete the deposit process. 7. If the deposit is in balance: The declared amount agrees with the current amount The Balancing Difference is 0 (zero) and in green font. To transmit the deposit, click Complete. 8. A Message from Webpage box appears: Click OK to confirm the deposit August 2016 For Client Use Only Page 9
10 Balancing Difference is zero: 0 is in Green Font Deposit List Screen and Deposit Item List Screen You can review your company s deposits using the Deposit List screen. Click the Deposits tab to show the locations for your company, if your company has more than one deposit location. Click the link for the location desired to review recent deposits. The Deposit List page displays general deposit information, as well as specific information about each item in the deposit for that location. Click the task button to review or edit a deposit. This will bring up a Deposit Item List as shown below. From the Deposit List page, you can monitor deposit information as you capture items. Modifications can be made while in Open Status but not after the deposit is in Received Status. Selecting a deposit from the deposit list will display the details of the deposit. August 2016 For Client Use Only Page 10
11 Deposit Information Section Scanned Item List The Deposit Item List displays details about your current deposit (or previous deposits) shown on the Deposit List screen. It displays information in two main areas of the page: Deposit Information summary and the Scanned Items list. NOTE To obtain a formatted report of the deposit, click Report View. Deposit Information Summary The Deposit Information summary shows the current processing status and balancing information for the deposit. Depending on how your system is configured, balancing information will be displayed. Scanned Items List The Scanned Items list displays a record for each item that is part of the deposit and has been captured from the scanner. August 2016 For Client Use Only Page 11
12 Chapter 4 Reports The Reporting page allows you to generate reports detailing your E-Deposit processing activities and results. The reports available to you will depend upon your assigned user permissions and on which reports have been configured for your use. Report data comes from the capture database. This data is available for a specific length of time set by system parameters; older data is purged (deleted) and is not available for reporting. Creating a Report 1. Select the report you want to create from the Report Selection drop-down menu. Report Selection Drop-Down Menu Sample Report Thumbnail Image Once you make your selection, the drop-down menus of available report filters update to reflect the selections you can make to customize that report s contents. Depending on your report selection, you may be able to refine your report content using applicable filters. NOTE: If you are unsure that the selected report is the report you want to create, click the Sample thumbnail report image to see an example of what the report typically contains. 2. From the Type drop-down menu, select the report type you want to create. 3. When you have finished selecting your report filters, click the Create Report button. The report will appear in the Report Instances list at the bottom of the Reporting page. Once the report is completed you can view or delete the report. NOTE: Reports may be generated immediately or may be scheduled to be generated at a later time. August 2016 For Client Use Only Page 12
13 Saving and Viewing a Copy of a Report 1. In the Report Instances list at the bottom of the page, click the Edit ( ) icon for the report you want to save and view. A File Download dialog displays. NOTE: If your system is configured to allow PDF reports to be viewed within a browser window instead of having to save reports for viewing outside of the application, click the Edit ( ) icon for the report and view it directly within a separate browser window. 2. Click the Save button to save the report to a location in your computer for later access. Once saved, open the file to view the generated report. Viewing Report Creation Settings 1. Click the Report Parameters ( ) icon of the report for which you wish to view creation settings. 2. Review the report parameters pop-up display. To print the summary information, click the Print button. 3. When you have finished reviewing the report parameters, click the Close button to return to the Reporting page. Chapter 5 Research Item Research (Query) The Item Research (Query) page allows you to locate Capture database items that match search criteria, including: Credit Amount (looking for a specific deposit item) Deposit ID (The deposit number assigned for a specific deposit by range) Check number (full MICR printed item number) The page presents multiple drop-down menus of search filter criteria. While some of the criteria, like dates, have a very wide range, you must remember that you can only find items that are currently stored in the Capture database. To research an item: 1. Select your search criteria filters from the drop-down menus, noting the following: Many of the filters, once selected, require additional input or selections. For example, after choosing the Location filter, a new drop-down menu appears in the Values field, allowing you to select a specific processing location from that menu. Similarly, selecting the Deposit Date filter, adds a series of date range drop-down menus in the Values field, allowing you to select the processing date range for your research query. August 2016 For Client Use Only Page 13
14 You can select up to five filters (sort criteria) to limit your search. To clear all selected filters, click the Clear button. To include rejected items in your query, ensure the Include rejected items check box is selected. Rejected items in your query results will be identified by special character formatting (by default, bold red italics), and with Rejected displayed in the State column. Also, if your system is configured to use one, a Reject watermark will be displayed on the reject items. 2. Once you have selected your filters and entered any required values for those filters, click the Search button. The items stored in the Capture database matching your search query will display. NOTE: There is a default limit of 100 items, so your query may not return all results. 3. Review your research results or refine your search query further, noting the following: To refine your search query, select additional (or different) search criteria and values, then click the Search button again. To see the front image for a specific item, click the item in the results list. To see the deposit associated with a specific item, click the view icon ( ). 4. Save the results of your query as follows: To save the results, click the Select All button or select specific items from the results, then click the Add to Stored Results button. To access saved research results, click the Go to Stored Results list. 5. To generate a report on your research results, select one of the following output types for your report from the Report Type drop-down menu: NOTE: Depending on your selected query and on the output format you select, not all data may be included in certain generated reports (for example, unless you have limited your selection to a specific customer, custom field data will not appear in generated CSV- or XLS-formatted reports). CSV Comma separated value data. A text output file best suited for importing reporting information into another program or system. DOCX Microsoft Word Open XML Document. Best suited for generating reports that can be edited or included in another document. PDF Portable Document Format. Best suited for generating reports that will be viewed on a computer screen or sent to other people for viewing. These files are not suitable for editing. RTF Rich Text Format. Best suited for generating reports that can be edited or included in another document. Most document editors can open or import this format. XLS Microsoft Excel Spreadsheet. An export format, used by Microsoft Excel and Open Office, that once imported, can be further sorted, refined, or combined. August 2016 For Client Use Only Page 14
15 If you wish to include images in the report, select the image type from the Images drop-down menu. NOTE: Limit including images except in smaller reports as they could slow down the system and increase the report page count significantly. Click the Create Report button. To delete the current research results, click the Clear List button. Chapter 6 User Administration Setting Up a New User 1. Click the Administration tab to bring up the Administration screen. 2. Click the Create New User button at the bottom of the page. This will start the process of setting up a new user with the three basic steps, each with a corresponding screen. 3. On the Step 1 screen, enter a User ID for your new user, with all lower-case letters. A minimum of 8 characters is required. August 2016 For Client Use Only Page 15
16 4. 4. Enter a password and then enter again to confirm. (Later, your user will be prompted to change their password when they first access the system.) The temporary password you enter must include both uppercase and lowercase letters, a number and at least one special character (as described on page 6). 5. Complete the other required fields as well as any optional fields you desire as shown in the screen shot above. 6. The optional security question on this page may be used to enter a security question your user would know to assist in validating your user before they can reset their password. 7. Click Next. 8. On the Step 2 screen choose the user roles for your user and click the Add button. (NOTE: Mobile user entitlements may overlap with User entitlements without problems.) August 2016 For Client Use Only Page 16
17 User Roles include: Service Admin Service Admin can complete Basic deposit, reporting and research plus the ability to add users. User Basic deposit, reporting and research (access only from a desktop computer) 9. Mobile Deposits and basic reporting on a mobile device. (Mobile role must be used with a minimum of a User role as well. The mobile app will not work without a minimum of user role and the mobile role. Click Next. 10. Choosing user roles in Step 2 activates the Single Deposit and Item Limits screen shown below. Entry here is optional and depends upon your company s policies. Click Next when completed. August 2016 For Client Use Only Page 17
18 11. The Step 3 screen lets you choose the locations your user will be making deposits for. When making the deposit, they will choose the location corresponding to the deposit. 12. Click each location name as appropriate, then click the Add>> button. 13. Click the Save button when all locations are added. The User screen will show that your user has been added to your list of users. August 2016 For Client Use Only Page 18
19 Changing Your User s Passwords With the E-Deposit system, your users can change their own passwords and also their Multifactor Authentication questions. However, if a user makes too many attempts to login (3 failed attempts), the system will lock them out and you will need to reset their password and unlock them. 1. Using the User Search screen, click the edit icon or click on the user name to bring up the User Details screen. 2. Click the Manage Authorization button. 3. Enter a new temporary password and confirm. Uncheck the Locked box if necessary, then click Save. 4. The system will send an with the temporary password to the user. Resetting the MFA For Your User To reset a user s Multifactor Authentication questions, click the Reset Challenge Questions button on the User Details screen. The user will receive an informing them that they may reset the questions and answers, and will be asked to do so on their next log-in. August 2016 For Client Use Only Page 19
REACH Remote Deposit Capture
REACH Remote Deposit Capture Company Administration CONTENTS Introduction to REACH... 1 Overview of Roles... 1 Session Timeouts and Maintenance... 1 User Login... 2 Login via Online Cash Management...
More informationWholesale Lockbox User Guide
Wholesale Lockbox User Guide August 2017 Copyright 2017 City National Bank City National Bank Member FDIC For Client Use Only Table of Contents Introduction... 3 Getting Started... 4 System Requirements...
More informationRONA e-billing User Guide
RONA e-billing Contractor Self-Service Portal User Guide RONA e-billing User Guide 2015-03-10 Table of Contents Welcome to RONA e-billing What is RONA e-billing?... i RONA e-billing system requirements...
More informationBusiness Online Banking. Remote Business Deposit Quick Start Guide
Business Online Banking Remote Business Deposit Quick Start Guide Table of Contents Creating a New Deposit.. 2 Capturing Deposits.. 4 Correcting Deposits... 7 Balancing Deposits 9 Multiple Deposit Accounts..
More informationRemote Deposit User Guide
Remote Deposit User Guide Remote Deposit Capture Remote Deposit Capture provides all the convenience and flexibility required to make it more convenient to do business with your organization and fosters
More informationHeritage Bank Correspondent Lockbox. Lockbox. User Guide
Heritage Bank Correspondent Lockbox Lockbox User Guide Contents Accessing Lockbox... 1 Messages... 2 Moving messages... 4 Batch messages... 5 Message administration... 6 Creating a message... 6 Recalling
More informationLockbox: Imaging User Guide
Lockbox: Imaging User Guide What is Wholesale Lockbox Image? Wholesale Lockbox Image provides lockbox deposit information and associated images, including checks, invoices, and/or correspondence (i.e.,
More informationFirst Desktop Banker User s Guide
First Desktop Banker User s Guide TABLE OF CONTENTS (click to jump to page) Introducing First Desktop Banker Page 2 Getting Started Page 3 Creating Deposits Page 3 Scanning Checks Page 4 Correcting Jammed
More informationAssociated Connect. Quick Reference Guide: Lockbox
Associated Connect Quick Reference Guide: Lockbox Page 2 of 12 Table of Contents Associated Connect Lockbox Module...3 Getting started...3 Lockbox Menu...3 Dashboard...4 Customer Delivery...4 Profile...4
More informationFirst Desktop Banker is easy to set-up and use. All you need are the following items:
1 Introducing First Desktop Banker It s the quickest way to turn check deposits into cash. With First National Bank s First Desktop Banker, you can bring the bank to you by making deposits electronically,
More informationTest Operations Management System
Test Operations Management System For use by California Department of Education (CDE), Local Education Agency (LEA) ELPAC Coordinators, and ELPAC Test Examiners Copyright 2017 by Educational Testing Service.
More informationOnline Courier: Alerts Service
Quick Reference Guide Online Courier: Alerts Service The SunTrust Online Courier Alerts service notifies you of specific events on your accounts to help you take an action, like when your account balance
More informationRemote Deposit. Getting Started Guide
Remote Deposit Getting Started Guide Table of Contents Introduction... 3 Minimum System Requirements... 3 Direct Merchant Smart Deposit Installation Instructions... 6 Multi-Factor Authentication Enrollment...
More informationSSPR Registration. 1. Use your SVSU credentials to log in to
Self-Service Password Reset (SSPR) SVSU uses a Self-Service Password Reset system to make it easy to recover your password if you ever forget it. To ensure you never lose access to your account, you must
More informationInternational Trade Online
International Trade Online USER GUIDE For informational purposes only, not considered an advertisement. INTERNATIONAL TRADE ONLINE International Trade Online is the web-based offering from M&T Bank to
More informationThe One Net ACH. User Guide. January 2005
The One Net ACH User Guide SM January 2005 The One Net ACH User Guide may not, in whole or in part, be copied, photocopied, translated, or reduced to any electronic medium or machine readable form or otherwise
More informationLogin: Quick Guide for Qualtrics May 2018 Training:
Qualtrics Basics Creating a New Qualtrics Account Note: Anyone with a Purdue career account can create a Qualtrics account. 1. In a Web browser, navigate to purdue.qualtrics.com. 2. Enter your Purdue Career
More informationAltamaha Federal Credit Union Online Banking Walkthrough
If Enrolling in Online Banking for the first time, the following steps will need to be completed: 1. Go to http://www.altamaha.org and click the link provided on the Credit Union s web page to log into
More informationRegions Image Lockbox Online User Guide Options
Regions Image Lockbox Online User Guide Options 2011 Regions Bank. Regions Lockbox Services subject to product terms and conditions. Rev. 041411. Image Lockbox Online Image Lockbox Online allows you to
More informationIntroduction. One simple login gives you: Payment control Detailed activity history. Automatic gate opening
Introduction This user guide is intended for companies and drivers to use the website available for the TAMS System. Manage your entire Auckland Airport access account on-line! One simple login gives you:
More informationUser Guide. Created: Tuesday, August 06, OCI ChequeWriter System
User Guide Created: Tuesday, August 06, 2013 Copyright OC Innovations Pte Ltd. All rights reserved. http://www.ocisystem.com/ The information contained in this document is subject to change without notice.
More informationTreasury Management User Guide. Online Banking
Treasury Management User Guide Online Banking Released August 2018 Treasury Management... 4 Logging in to Treasury Management...5 Helpful Hints...10 User Menu... 12 Profile and Preferences... 12 Notification
More informationFILEROOM ADD-IN RELEASE NOTES NEW FEATURES * OPEN ISSUES * ADDRESSED ISSUES RELEASE DATE: MAY 31, 2013 ONESOURCE.THOMSONREUTERS.
FILEROOM ADD-IN RELEASE NOTES NEW FEATURES * OPEN ISSUES * ADDRESSED ISSUES RELEASE DATE: MAY 31, 2013 ONESOURCE.THOMSONREUTERS.COM Proprietary Materials No use of these Proprietary materials is permitted
More informationEnterprise Payment Solutions User Administrator. User Administrator Handbook
Enterprise Payment Solutions 1999-2014 Jack Henry & Associates, Inc. All rights reserved. Information in this document is subject to change without notice. Printed in the United States of America. No part
More informationJK Archives Web Portal Reference Guide
JK Archives Web Portal Reference Guide 44077 Mercure Circle Sterling, VA 20166 703 754 6735 request@jkmoving.com 1 P age JK Archives Web User s Guide JK Archives uses the Total Recall SQL Records Management
More informationUser Guide for Client Remote Access. Version 1.2
User Guide for Client Remote Access Version 1.2 Table of Contents PAGE Introduction... 2 Microsoft Multi-Factor Authentication Introduction... 3-4 User Enrollment... 5-8 Accessing Remote Resources Windows
More informationFinancial Center Administration Console USER GUIDE
Financial Center Administration Console USER GUIDE For Client Use Only Effective April 2018 Table of contents Introduction 3 Communicating securely with Union Bank 3 Change Security Settings 4 Manage
More informationTHE LOGIN PAGE... 3 THE HOME PAGE... 4 REPORTS... 15
CheckTrack Web Reporting User guide 1 Contents THE LOGIN PAGE... 3 THE HOME PAGE... 4 REPORTS... 5 REPORT SCREEN FUNCTIONALITY... 5 CHECK DETAILS & CHECK IMAGE... 8 NEW CHECKS... 10 ALL ACTIVE CHECKS...
More informationCitiDirect Online Banking
CitiDirect Online Banking Reports and Inquiry Guide February 2009 3 Contents Overview 2 Report vs. Inquiry 3 Additional Resources 3 Online Help 3 CitiDirect Customer Support 3 Setting Preferences for Reports
More informationAtlona Manuals Software AMS
AMS Atlona Manuals Software Version Information Version Release Date Notes 1 03/18 Initial release AMS 2 Welcome to Atlona! Thank you for purchasing this Atlona product. We hope you enjoy it and will take
More informationremote lockbox capture User Guide
remote lockbox capture User Guide 1 TABLE OF CONTENTS INTRODUCTION... 3 Software Prerequisites... 3 Printing Requirements.... 4 GETTING STARTED.... 5 Login...............................................................
More informationReceivables Edge SM User Guide
TREASURY SERVICES Receivables Edge SM User Guide Receivables Edge SM is an internet-based management application and account reconciliation solution. Receivables Edge combines advanced image and data capture
More informationSmartPay Express User Guide
SmartPay Express User Guide Table of Contents INTRODUCTION... 4 SmartPay Express Overview... 4 System Requirements... 5 Trusted Sites... 5 Available Resources... 7 Additional Resources... 7 LOGGING IN...
More informationREMOTE DEPOSIT USER GUIDE
Getting Started Customers now have an option for a different view on Merchant Capture. The old view is called the Classic View, while the updated view is called the Contemporary View. Eventually the Contemporary
More informationRemote Deposit Capture Mac Installation Guide. Enterprise Source Capture
Remote Deposit Capture Mac Installation Guide Enterprise Source Capture Version 1.2 Installation Fiserv Ranger for Mac Remote Deposit Capture Training August 2016 Installation Download the zipped (.zip)
More informationFirst Financial Bank Transaction Management System User Guide
First Financial Bank Transaction Management System User Guide Please note: The options available to you in the Transaction Management System (TMS) depend upon your product configuration. This modular approach
More informationVolunteer Management Information System. AVCC User Guide
Volunteer Management Information System AVCC User Guide Contents 1.0 - Welcome to VMIS... 4 Glossary... 4 VMIS Registration... 5 Army Family Web Portal (AFWP) & AFWP Accounts... 5 Single Sign-On (SSO)...
More informationUser Guide. RACER Date 09/29/17
User Guide RACER Date 09/29/17 1 Table of Contents Table of Contents... 2 RACER... 4 Home Page...5 RACER Requester... 6 Basic Information...6 Location Information...7 Change Information...8 Review and
More informationOnline Banking for Business WHOLESALE LOCKBOX IMAGING USER GUIDE
Online Banking for Business WHOLESALE LOCKBOX IMAGING USER GUIDE Contents Getting Started...1 Technical Requirements...1 Contact Us...1 Overview...2 Wholesale Lockbox Web Application... 2 Features... 2
More informationTable of Contents UFA Credit Account Application... 9 Card Link Online Account Management User Management... 71
Table of Contents Launch into the Card Link Online Web Application... 4 Roles for User Management... 5 UFA Credit Account Application... 9 Credit Application Options... 10 Accessing Card Link Online Launch
More informationCOMMERCIAL edeposit USER GUIDE
Introducing your new COMMERCIAL edeposit USER GUIDE Website Interface Instructions Updated 12.06.17 Table of Contents GENERAL INFORMATION 3 LOGGING IN TO THE SYSTEM 4 Smartsource Scanner Users Only...6
More informationUser Guide for Consumer & Business Clients
Online Banking from Capital City Bank User Guide for Consumer & Business Clients Revised September 2015 www.ccbg.com/upgrade Contents Overview... 4 Exploring the Home Page... 5 Menu... 6 Accounts... 7
More informationPresent and Pay. User Manual Payer Analyst
Present and Pay User Manual Payer Analyst Table of Contents 1.0 Glossary of Terms... 1 2.0 How to Use this Manual... 3 3.0 Common User Features and Functions... 3 3.1 Present and Pay User Interface...
More informationcore user guide business gateway TABLE OF CONTENTS BANKING > WEALTH > INSURANCE
business gateway core user guide TABLE OF CONTENTS Getting Started... 2 Administration Approval... 8 Logging In... 2 Administration Report... 8 Electronic Report Delivery (ERD)... 17 Security Key... 2
More informationCalendar & Buttons Dashboard Menu Features My Profile My Favorites Watch List Adding a New Request...
remitview User Guide 1 TABLE OF CONTENTS INTRODUCTION... 3 Calendar & Buttons... 3 GETTING STARTED.... 5 Dashboard.... 7 Menu Features... 8 PROFILE.... 10 My Profile... 10 My Favorites... 12 Watch List...
More informationOnline Reports Portal User Guide
ACT WorkKeys Online Reports Portal User Guide www.act.org How to Contact ACT For operational questions regarding ACT WorkKeys : Address ACT WorkKeys Operations 301 ACT Drive PO Box 168 Iowa City, IA 52243-0168
More informationEnterprise Payment Solutions. Remote Deposit Capture. Remote Deposit Capture User Manual
Enterprise Payment Solutions Remote Deposit Capture 1999-2014 Jack Henry & Associates, Inc. All rights reserved. Information in this document is subject to change without notice. Printed in the United
More informationTable of Contents UFA Credit Account Application... 9 Card Link Online Account Management User Management... 77
Table of Contents Launch into the Card Link Online Web Application... 4 Roles for User Management... 5 UFA Credit Account Application... 9 Credit Application Options... 10 Accessing Card Link Online Launch
More informationUser Guide Table of Contents
User Guide Table of Contents Page Initial Login - Completing Multi-Factor Authentication...2 Deposits.10 Creating a Deposit.10 Administration....16 Create a New User.18 Editing User Access 19 User Roles...19
More informationACH Concentration Service User Guide
User Guide March 2008 Original Publication 5/2005 Version 9.0 NOTICE We have made every effort to ensure the accuracy of this manual. However, JPMorgan Chase Bank, N.A. and Metavante Corporation make no
More informationRegions OnePassSM USER GUIDE. It s time to expect more. Regions Bank Member FDIC Revised
Regions OnePassSM USER GUIDE Regions Bank Member FDIC Revised 110614 It s time to expect more. Regions OnePass User Guide Table of Contents Section I. OnePass Basics 3 What Is OnePass? 3 Minimum Browser
More informationOnSite Express Deposit
Commercial Cash Management OnSite Express Deposit CONTENTS Processing Schedule... 3 Logging On... 3 Home Screen... 4 Submitting Deposits... 6 Fixing Errors... 8 Resolving Balancing Issue... 9 Correcting
More informationLOGON. Citizens Bank CentreSuite Website for Multiple Cardholders. Navigate to Citizens Bank s CentreSuite website at
Navigate to Citizens Bank s CentreSuite website at http://www.centresuite.com. LOGON Enter your User ID and Password as provided to you by the Purchasing Department and click on Log On to proceed. Please
More informationOPENING A NEW JACS ACCOUNT... 15
JACS Online Help TABLE OF CONTENTS ACCESSING YOUR JACS ACCOUNTS ONLINE... 4 REGISTERING FOR A USER NAME AND PASSWORD... 4 Registration Instructions... 4 Step 1 - Terms and Conditions... 5 Step 2 Do You
More informationHow to Export a Report in Cognos Analytics
IBM Cognos Analytics How to Export a Report in Cognos Analytics Reports viewed in IBM Cognos Analytics can be exported in many formats including Excel. Some of the steps for exporting are different depending
More informationRemote Deposit Capture (CC21) Software Installation Guide for Firefox or Internet Explorer
Remote Deposit Capture (CC21) Software Installation Guide for Firefox or Internet Explorer Part 1 - UNINSTALL PREVIOUS APPLICATION AND SCANNER 1. Save any work you may have open on your PC 2. Be sure to
More informationEasthampton Savings Bank Online Business Banking User Guide
Easthampton Savings Bank Online Business Banking User Guide Page 1 of 100 Table of Contents SECURITY...6 PASSWORD TAB FUNCTIONALITY...6 SECURE DELIVERY TAB FUNCTIONALITY...9 CHALLENGE CODE TAB FUNCTIONALITY...10
More informationGetting Started with Commercial Services
Getting Started with Commercial Services USER GUIDE For informational purposes only, not considered an advertisement. WELCOME TO M&T BANK S COMMERCIAL SERVICES M&T Bank s Commercial Services system provides
More informationLogging On. From the link below, you will be able to access your eaccount. https://eaccount.ppgnet.com/bd/public/frameset_top_html.
eaccount eaccount Features Real time account balance at your fingertips Simple navigation between tabs Ability to make payments at the full account level as well as on a single job account A visual aging
More informationRegions Quick Deposit
Regions Quick Deposit Frequently Asked Questions It s time to expect more. Regions Bank Member FDIC Revised April 2016 Regions Quick Deposit Note: Select a question below to view the answer. Where can
More informationAssociated Bank. Remote Deposit User Guide. Page 1 of 33
Associated Bank Remote Deposit User Guide Page 1 of 33 Table of Contents CHAPTER 1: GETTING STARTED... 3 Minimum system requirements... 3 Currently supported scanners include the following operating systems:...
More informationBremer WealthLink Reference Guide
Bremer WealthLink Reference Guide If you need additional technical assistance, contact your wealth advisor or associate M-F 8 a.m.-5 p.m. Contents: Accessing Bremer WealthLink Statements Navigation Additional
More informationedeposit edeposit User Guide
edeposit User Guide December 27, 2017 Table of Contents edeposit Overview... 2 Enhanced Security... 2 Login... 3 ANB Bank Website... 3 Errors... 11 Magnetic Ink Character Recognition MICR... 11 Correcting
More informationTransUnion Healthcare Solutions Portal User Guide
TransUnion Healthcare Solutions Portal User Guide HSP.transunion.com February 16, 2018 Version 2.30 2017 TransUnion LLC All Rights Reserved No part of this publication may be reproduced or distributed
More informationREMOTE DEPOSIT USER GUIDE (CLASSIC)
(CLASSIC) Getting Started 1. Open an Internet browser, such as Internet Explorer. 2 2. Visit the Fidelity Bank website at www.fidelitybanknc.com. 3. Select the Business tab in the Online Banking Center.
More informationCISCO SMART ACCOUNT LICENSE AND PRODUCT MANAGEMENT
CISCO SMART ACCOUNT LICENSE AND PRODUCT MANAGEMENT Version 1 February 2017 Confidentiality and Proprietary Statement This information is SaskTel s property and it is strictly confidential. Without SaskTel
More informationBusiness ebanking User Guide
Business ebanking User Guide If you have any questions, please contact Business ebanking Support at 1-800-593-4345 Contents About Business Online Banking... 3 System Requirements/Considerations... 4 Password
More informationIntroduction. Automatic gate opening no more swiping
Introduction This user guide is intended for companies and drivers to use the functionality available in the TAMS System Manage your entire Auckland Airport access account via the internet! One simple
More informationAUTOMATED APPOINTMENT REMINDER AND ANNOUNCEMENT SYSTEM
SARS Messages AUTOMATED APPOINTMENT REMINDER AND ANNOUNCEMENT SYSTEM USER MANUAL 2011-2015 by SARS Software Products, Inc. All rights reserved. COPYRIGHT Copyright 2011-2015 SARS Software Products, Inc.
More informationQUICK START GUIDE - PROJECT RESOURCES. Last Updated: 10/15/2012
QUICK START GUIDE - PROJECT RESOURCES Last Updated: 10/15/2012 Table of Contents Introduction... 3 Getting started... 4 Logging into Eclipse... 4 Setting your user preferences... 6 Online help and the
More informationGetting Started Guide. Version:
Getting Started Guide Version: 1.2.2. Table of Contents Before You Start... 3 Installing the Remote Deposit application for use with Windows Vista/Windows7... 4 Running Programs in Microsoft Windows Vista/Windows7...
More informationRemote Deposit Capture for Businesses
Remote Deposit Capture for Businesses QUICK REFERENCE GUIDE Customer Support Cash Management Support Team: 973-924- 2921 Before You Begin The purpose of this guide is for quick reference on Merchant Capture.
More informationMerchant Remote Deposit (MRD) Quick Guide
Merchant Remote Deposit (MRD) Quick Guide Customer Support Before You Begin BAC Community Bank 1-877-226-5820 Monday Friday 8:00am to 6:00pm Saturday 9:00am to 2:00pm The purpose of this guide is for quick
More informationBusiness ebanking Quick Reference Guide. Merchant Capture. bankwithunited.com
Business ebanking Quick Reference Guide Merchant Capture bankwithunited.com Table of Contents Getting Started System Requirements......................................1-1 Client PC Installation.......................................1-3
More informationRegions OnePass USER GUIDE. It s time to expect more. Regions Bank Member FDIC Revised
Regions OnePass USER GUIDE It s time to expect more. Regions Bank Member FDIC Revised 051616 User Guide Table of Contents Section I. Regions OnePass Basics 3 What Is Regions OnePass? 3 Minimum Browser
More informationBEEDS portal Bank of England Electronic Data Submission portal. User guide. Credit unions Version 1.2
BEEDS portal Bank of England Electronic Data Submission portal User guide Credit unions Version 1.2 May 2018 Contents Document versions 3 1. Introduction 4 a. Bank of England contact details 4 2. General
More informationRemote Deposit Capture Quick Guide
Remote Deposit Capture Quick Guide Customer Support 1-877-895-7580 Specialists are available by phone during the following hours: Mon - Fri: 7:30 a.m. - 5:30 p.m. Before You Begin The purpose of this guide
More informationMyRRMed User Manual. User Manual. Rev. October Rev. October
Rev. October 2017 Rev. October 2017 1 Contents Table of Figures... 3 Revision History... 4 Glossary and Acronyms... 5 1.0 General Information... 6 1.1 What is MyRRMed?... 6 1.2 Contacting Technical Support...
More informationMyCardUpdate User Guide Triple E Technologies, LLC
MyCardUpdate User Guide Triple E Technologies, LLC Version 030316.02 Triple E Technologies, LLC P.O. Box 2677 Post Falls, ID 83877 Phone: 208.777.9300 Fax: 208.777.9304 2017 Triple E Technologies, LLC
More informationLOGON. Citizens Bank CentreSuite Website for Single Cardholders. Navigate to Citizens Bank s CentreSuite website at
Navigate to Citizens Bank s CentreSuite website at http://www.centresuite.com. LOGON Enter your User ID and Password as provided to you by the Purchasing Department and click on Log On to proceed. Please
More informationA. Getting Started About e-access Enrolling in e-access: Authenticating your account Login... 5
Contents A. Getting Started... 3 1. About e-access... 3 2. Enrolling in e-access:... 3 3. Authenticating your account... 5 4. Login... 5 B. Fix a Problem... 6 1. Provided the wrong email address during
More informationBeginner s Guide to ACD5
Beginner s Guide to ACD5 AIA Contract Documents Online Service for Single-Users A step-by-step guide to creating, editing, sharing and managing contract documents Beginner s Guide to ACD5 AIA Contract
More information/ 1. Online Banking User Guide SouthStateBank.com / (800)
/ 1 Online Banking User Guide SouthStateBank.com / (800) 277-2175 06132017 Welcome Thank you for using South State s Online Banking. Whether you are a first time user or an existing user, this guide will
More informationElectronic Appraisal Delivery (EAD) Portal. FHA EAD General User Guide
Electronic Appraisal Delivery (EAD) Portal FHA EAD General User Guide Last Updated: October 2015 FHA EAD General User Guide Page 2 of 87 Version 1.3.1 TABLE OF CONTENTS INTRODUCTION... 6 WHAT IS THE ELECTRONIC
More informationRemote Deposit Capture User Guide
Remote Deposit Capture User Guide Customer Support General Customer Service: o MidWestOne Service Center 1-800-247-4418 or 319-356-5800 Service Hours : o Monday -Friday 7:30AM to 6 :00PM ; and o Saturday
More informationRemote Deposit Transition Guide
Remote Deposit Transition Guide Important actions you will need to take to transition your Remote Deposit Capture Service: User must be an administrator on the computer before starting the transition guide
More informationREMITTANCE MANAGER + RECEIVABLES ONLINE USER GUIDE
REMITTANCE MANAGER + RECEIVABLES ONLINE USER GUIDE Welcome to Remittance Manager, your online portal for accessing your lockbox through the Receivables Online platform. Receivables Online provides secure
More informationContents About This Guide... 5 About Notifications... 5 Managing User Accounts... 6 Managing Companies Managing Password Policies...
Cloud Services Identity Management Administration Guide Version 17 July 2017 Contents About This Guide... 5 About Notifications... 5 Managing User Accounts... 6 About the User Administration Table...
More informationDeposit Express User Guide
Deposit Express User Guide 877-305-7125 ColumbiaBank.com 253-123-4567 ColumbiaBank.com Table of Contents Deposit Express Support 3 Support Contact Information 3 Hours of Support 3 Logging in to Deposit
More informationHOLLIS Library Reporting: Introduction to Cognos
Harvard University Library Library Information Services HOLLIS Library Reporting: Introduction to Cognos Contents 1. Reporting Data... 2 2. Access the Library Reporting System... 2 a. Log on to Cognos...
More information/ 1. Online Banking User Guide SouthStateBank.com / (800)
/ 1 Online Banking User Guide SouthStateBank.com / (800) 277-2175 01242018 Welcome Thank you for using South State s Online Banking. Whether you are a first time user or an existing user, this guide will
More informationGate City Bank Online Business Banking
Gate City Bank Online Business Banking i Table Of Contents Table of Contents Online Business Banking... 5 Online Business Banking Overview... 5 Features and Services... 5 FREE* Online Business Banking...
More informationSelf- Serve Options Quick Reference Guide
Self- Serve Options Quick Reference Guide Table of Contents Introduction... 2 ScotiaConnect User Management... 2 Requesting New Users/Super Users... 2 Resetting Passwords/30 Day Registration Expiry...
More informationAcuity 504. User Guide. Administrators 504 Coordinators Teachers. MSB Customer Care msb-services.
TM Acuity 504 User Guide Administrators 504 Coordinators Teachers MSB Customer Care 800.810.4220 support@ Copyright 2014 MSB All rights reserved 1 Copyright MSB 2014 Table of Contents MSB Mission Statement...
More informationezbusiness Card Management 7/1/2015
ezbusiness Card Management 7/1/2015 Table of Contents Logging In........ 3 Out-of-Band Processing.... 5 Navigation.....5 Viewing Pages. 5 Sorting Lists.5 Accessing Online Help...6 Menu Options and Navigation...6
More informationGuide to your CGIAR Network account Self Service tool
Guide to your CGIAR Network account Self Service tool The self-service tool allows you to: Change Password: Change your current password from anywhere using your web browser. Reset Password: Reset your
More informationSYSTEM LOGIN/PASSWORD SUPPORT
SYSTEM LOGIN/PASSWORD SUPPORT Why am I unable to log into the system? What if I forgot my password? Why do I need to create Security Questions/Answers? Why does it ask me if I want to remember this computer?
More informationINBUSINESS BANKING SYSTEM
Introducing your new INBUSINESS BANKING SYSTEM Companion Guide to Business Banking Video Tutorials Updated 0.09.8 WELCOME TO THE INBUSINESS SYSTEM The InBusiness System will help you efficiently and securely
More informationOnline Banking Overview
Online Banking Overview Online Banking Services Check you account balances, make a transfer, and view recent activity View, download, or print your monthly statements Set-up and manage custom alerts for
More informationINTERNET VPN REMOTE ACCESS CLIENT USER GUIDE
INTERNET VPN REMOTE ACCESS CLIENT USER GUIDE WELCOME TO THE INTERNET VPN REMOTE ACCESS CLIENT USER GUIDE Note: This user guide is provided for trial and evaluation purposes only and is subject to change
More information