Business Online Banking Enhancements Monday, March 9, 2015

Transcription

1 Business Online Banking Enhancements Monday, March 9, 2015 On March 9 th you will notice a few enhancements made to your Business Online Banking site. These changes have been implemented to improve your navigational & viewing experience Home Page Enhancements: Home Button added Click here to navigate back to the landing page at any time Favorite Accounts If your business has numerous online accounts, you assign your favorites to appear on the landing page and simply click show all accounts to view the remainder (see page 2 for instructions) Review Transfers Placement has shifted to left hand column (used for dual control approvals) Wire Transfer approvals (Wire Manager items needing dual control review and approval) ACH Transfer approvals (ACH Manager items needing dual control review and approval ) Fund Transfer approvals (Transfers, ACH and Wire Templates needing dual control review and approval) Alerts This replaces the previous Alert microphone icon (used to view/establish various item alerts) Transfer Funds Placement has shifted to right hand column (used for internal transfers and ACH templates) Quick Launch Placement has shifted to the right column Business Online Banking Enhancements - Monday, March 9, 2015 Page 1

2 Easily assign your Favorite Accounts New Home Page Features 1. From the Favorite Accounts section on the home page, select Edit. The Edit Favorite Accounts page (shown below) will appear. 2. Select the Star icon to make a specific account a favorite and to display it in the Favorite Accounts section on the Home Page. The yellow Star icon indicates the account is a favorite. 3. Click the Up arrow or Down arrow to change where the selected favorite account displays. 4. Click Save to save all changes. You will then be taken back to the Home screen. View expanded transaction information on your account(s) 1. From the Favorite Accounts section, select the icon to the left of the account name. 2. The 15 most recent transactions will appear, regardless of the statement cycle. 3. To view more than 15 transactions, click Go to account for more transactions. Business Online Banking Enhancements - Monday, March 9, 2015 Page 2

3 Transfer Funds tabs and options The Transfer Funds section has been updated to provide a single location to complete Internal Fund transfers, ACH Fund transfers and Domestic Wire transfers, as well as to import files, all without leaving the Home Page. You may now: Issue ACH template transfers Import ACH Manager and Wire Manager files Launch ACH Manager and Wire Manager from the respective tabs View error and confirmation messages, indicating whether a transfer is successful, if a limit is exceeded, and more Print confirmations; print options are available after a transfer is processed or file is imported Review Transfers Section Items or files that are under dual control and pending review for processing will appear in this section. They may be viewed immediately from the Home Page. Two buttons will appear: Review (transfer ready for review) and Issued (transfers already issued) NOTE: For unbalanced ACH transactions, a new Unbalanced warning message will display in the amount column to indicate the transaction is unbalanced and further action may be needed. Business Online Banking Enhancements - Monday, March 9, 2015 Page 3

4 Redesigned Accounts Page The previous Summary, Balances and Transactions pages have been combined and redesigned to create the new Accounts Page. From viewing recent transactions to exporting a comma-delimited file, users have all the functionality for these pages right at their fingertips. The following features are now available: Reveal additional account information by toggling between the Summary and Detail buttons Display the 50 most recent transactions in descending order, with the option to display more Sort transactions Display more account and loan details, including loan payment details Navigate easily between accounts with the Account Switch section Search through all available transaction history by default, in addition to searching transactions by the statement cycle or business day, in the Search Transaction section Export transactions from the Accounts page to a third-party application Retrieve check or deposit images with the new Check Image Viewer tool Access the Accounts page by selecting Account Nickname located on the Favorite Accounts section on the Home Page Viewing Transactions Once on the Accounts page, users can view both their recent and past transactions. The Transactions section includes the following: Recent transactions and pending transactions are displayed, with the date, description, amount and ending balance for each transfer Transactions are displayed in descending order with most recent transactions displayed first Sorting is available by clicking on column headings (organize transfers by date, description, debit or credit column headings) Pending transactions are italicized and display the word Pending after the description The Show drop-down allows users to view 50, 100 or 200 transactions on a page Business Online Banking Enhancements - Monday, March 9, 2015 Page 4

5 Switch Accounts Users can quickly view one account after another using the enhanced Switch Accounts section located on the Accounts page. The drop-down list displays accounts in alphabetical order. Search Transactions Users can now easily search transactions and export files with minimal clicks. You may pinpoint specific transactions for display, and then export the transactions to third-party applications. Users can sort by debits, credits or both, and by either statement cycle or business day, all within the Search Transactions section. There is also the ability to define a date or amount range as well. Business Online Banking Enhancements - Monday, March 9, 2015 Page 5

6 Transaction Archives & Check Image Viewer Users can view additional transactions, assign categories and descriptions to individual transactions, export information to third-party accounting programs and view expenses in graphs and charts. Users can also swiftly locate a specific check image with the new enhancements. Business Online Banking Enhancements - Monday, March 9, 2015 Page 6

7 Wire Manager Users have enhanced wire transfer and wire management capabilities with the improved Wire Manager service, which replaces the former basic templates-based wire service. With this improved service: Multiple addresses can be included to be notified when a wire has been submitted Wire limits for clients and users can be established by individual wire, day, week or month Dual control limits can also be created by individual wire, day, week or month You may elect to allow all or selected users to only submit wires from a template Users may now create one-time or recurring wires without using templates Importing of wire information is available Inquiry of wire history will be available online Please contact the INB Business Online Banking support team with any questions at (956) or BusinessOnline@inbweb.com Business Online Banking Enhancements - Monday, March 9, 2015 Page 7