Category | Feature | How to Find |
---|---|---|
Account Display | Renaming Accounts | Contact the Online Banking Team |
ACH | Copy ACH Batch | Click on the Cash Management Menu within the new platform |
ACH | Download ACH as NACHA | Click on the Cash Management Menu within the new platform |
ACH | Import ACH in Non-NACHA Format | Click on the Cash Management Menu within the new platform |
ACH | Same Day ACH | Click on the Cash Management Menu within the new platform |
ACH | View ACH Filters | Click on the Cash Management Menu within the new platform |
ACH | ACH State Tax Payment Form | Click on the Cash Management Menu within the new platform |
Alerts | Business Transaction Alerts (ex: ACH, Wire, Positive Pay) | Click on the Cash Management Menu within the new platform |
Authentication | 2FA Method | See supported methods |
Authentication | Symantec Tokens and VIP Access App | Symantec tokens are no longer supported - see supported methods |
Balance View | Landing Page Balance Display | Landing page shows Available Balance - for current balance or balance detail, click on the account |
Contact Information | Email and Phone Updates | Can only be performed by administrators |
Check Images | View Item Images on Loan Accounts | Click on the Cash Management Menu within the new platform |
Mobile Remote Deposit | Deposit Multiple Checks per Batch | No longer supported - create multiple batches or contact bank to discuss Commercial eDeposit |
Positive Pay | Custom Upload File Formats | Click on the Cash Management Menu within the new platform |
QuickBooks/Quicken Connectivity | 2FA for QuickBooks Connections | QuickBooks works well with Authy |
Reports | Prior Day/Current Day Position Reports, Custom Reports, BAI | Click on the Cash Management Menu within the new platform |
Reports | Report Widgets | Click on the Cash Management Menu within the new platform |
Statements | Text Statements | No longer supported - use or enroll in eStatements |
Transfers | Recurring Transfer Expiration Dates | No longer supported - cancel as desired |
Wires | International US Dollar Wires | Click on the Cash Management Menu within the new platform |
Wires | Wire PIN | Used only in Cash Management Menu |