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Training & Educational Resources

Log-In and Navigation

 


Managing Widgets

First Time Login

Customizing List Views

Payment Management - ACH

 

User Guides




Video Tutorials

Importing a NACHA File

Creating an ACH Template

Creating an ACH Template Payment

Payment Management - Wires

 

User Guides




Video Tutorials

Wire Transfers

Payment Management - Transfers Management

 

User Guides


  • Commercial Loan Draw & Payments User Guide


Video Tutorials

Account Transfers

Payment Management - Stop Payments

 

Video Tutorials
Stop Payments

Payment Management - Bill Pay

 

Fraud & Risk Management

 

Import_Check_Issue_File_V1 (1)

Clearing Positive Pay Exceptions

Check Issues and Voids

Reporting - Balance & Transaction

 

eStatement Search

Custom Reporting

Reporting - Download

 

Create and Download Reports

Reporting - Report Management

 

Video Tutorials
Reports Managment

Reporting - Scheduled Export

 

Video Tutorials
Scheduled Exports

Administration & Settings - User Maintenance

 

User Maintenance

Administration & Settings - Contact Center

 

Video Tutorials
Creating New Contacts

Administration & Settings - Alerts Center

 

User Guides




Video Tutorials

Create an Alert