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<TD><!--Retail Help--> <P><FONT class=fontbold>Online Help</FONT></P> <UL> <LI><A href="OnLineHelp.htm#Accounts">Accounts</A> <UL> <LI><A href="OnLineHelp.htm#AddAccount"><U>Add Account</U></A> <LI><A href="OnLineHelp.htm#RemoveAccount"><U>Remove Account</U></A> <LI><A href="OnLineHelp.htm#EditAccount"><U>Edit Account</U></LI></UL></A> <LI><A href="OnLineHelp.htm#Register">Register</A> <UL> <LI><A href="OnLineHelp.htm#AddTransaction"><U>Add Transaction</U></A> <UL> <LI>Edit Categories</LI></UL> <LI><A href="OnLineHelp.htm#Research"><U>Research </U></A></LI></UL> <LI><A href="OnLineHelp.htm#BillPayments">Bill Payments</A> <UL> <LI><A href="OnLineHelp.htm#EditCategory"><U>Edit Categories</U></A> <LI><A href="OnLineHelp.htm#AddPayment"><U>Add Payment</U></A> <LI><A href="OnLineHelp.htm#MultiPayment"><U>Multi Payment</U></A> <LI><A href="OnLineHelp.htm#AddPayee"><U>Add Payee</U></A> <LI><A href="OnLineHelp.htm#ListPayees"><U>List Payees</U> </A> <LI><A href="OnLineHelp.htm#EditPayees"><U>Edit Payees</U> </A> <LI><A href="OnLineHelp.htm#ArchivePayees"><U>Archive Payees</U> </A> <LI><A href="OnLineHelp.htm#ReactivatePayees"><U>Reactivate Payees</U> </A> <LI><A href="OnLineHelp.htm#PayeeHistory"><U>Payee History</U> </A></LI></UL> <LI><A href="OnLineHelp.htm#Reports">Reports</A> <UL> <LI><A href="OnLineHelp.htm#StatementDetailReport"><U>Statement Detail</U></A> <LI><A href="OnLineHelp.htm#TransactionDetailReport"><U>Transaction Detail</U></A> <LI><A href="OnLineHelp.htm#PayeeListReport">Payee List</U> <LI><A href="OnLineHelp.htm#CategoryListReport"><U>Category List</U></A> <LI><A href="OnLineHelp.htm#CategoryDetailReport"><U>Category Detail</U></A> <LI><A href="OnLineHelp.htm#CategorySummaryReport"><U>Category Summary</U></A> <LI><A href="OnLineHelp.htm#FileExportReport"><U>File Export</U></A></LI></UL> <LI><A href="OnLineHelp.htm#TransferFunds">Transfer Funds</A> <UL> <LI>Add Transfer </LI></UL></LI></UL><!--End BSR Index--></TD></TD> <TR> <TD><!--GeneralIndex.htm--> <P><FONT class=fontbold>General System Navigation</FONT></P> <UL> <LI><A href="OnLineHelp.htm#Mailbox">Mailbox</A> <UL> <LI>New Message <LI>Show InBox </LI></UL> <LI><A href="OnLineHelp.htm#Help">Help</A> <P></P> <LI><A href="OnLineHelp.htm#SiteMap">Site Map</A> <P></P> <LI><A href="OnLineHelp.htm#Options">Options</A> <P></P> <LI><A href="OnLineHelp.htm#SignOff">Sign Off</A> </LI></UL> <P><!--End GeneralIndex.htm--></P></TD></TD> <TR> <TD> <META content="MSHTML 6.00.2800.1276" name=GENERATOR> <P><FONT class=fontbold>Other Services</FONT></P> <BLOCKQUOTE> <P><FONT class=fontbold>Links</FONT></P></BLOCKQUOTE> <UL></UL> <BLOCKQUOTE> <P><FONT class=fontbold>Forms</FONT></P></BLOCKQUOTE> <UL></UL></TD></TD> <TR> <TD> <HR> </TD></TD> <TR> <TD><A name=Accounts> <P>Accounts</P></A><A href="OnLineHelp.htm#beginning">Go To Top</A> <A name=Balances></A> <P>The Accounts screen allows you to view a list of each online account by type (i.e. checking, savings, loans) and lets you view a summary of information for each account by clicking the <U>Detail</U> link for the account. Also, from this screen you are able to add accounts, remove accounts, and edit accounts.</P> <BLOCKQUOTE> <P><FONT class=fontbold>Navigation Tip:</FONT> You can go directly to the Register screen for a particular account by clicking on the account name. </P> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/verbAddAccount.gif"></P><FONT class=fontbold><A name=AddAccount> <P>Add Account</P> <P></A></FONT>With Add Account you can request that an existing account be made available via the online system. It does not allow you to open a new account.</P> <P>To add a new account: </P> <UL> <LI>Select the Add Account button from the Accounts screen. <LI>On the Add Account form presented enter the Account Number, Account Name and select the appropriate Account Type. <LI>Select Continue. You will be given a confirmation message. <LI>Select Continue. You will be returned to the Accounts screen. </LI></UL> <BLOCKQUOTE> <P><FONT class=fontbold>Note:</FONT> The online system administrator will review your request and if all information is correct they will add the account. You will see your account once it is approved and the information can be made available online.</P></BLOCKQUOTE> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/verbRemoveAccount.gif"></P> <P><A name=RemoveAccount><FONT class=fontbold>Remove Account</FONT></A></P> <P>The Remove Account screen allows you to terminate online access to an account. It does not close an existing account.</P> <P>To remove an online account: </P> <UL> <LI>Select the Remove button from the Accounts screen. <LI>Pick the account you wish to remove from the drop down menu. <LI>Click the Continue button. You will be given an opportunity to change your mind. <LI>Select Cancel. You will be returned to the Accounts screen, the account will still be listed. <LI>Click the Continue button. You will be returned to the Accounts screen where you will no longer see the account listed. </LI></UL> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/verbEditAccount.gif"></P> <P><A name=EditAccount><FONT class=fontbold>Edit Account</FONT></A></P> <P>The Edit Account Screen allows you to change the name of an account.</P> <P>To change the name of an account: </P> <UL> <LI>Enter a new, unique online name for the account. <LI>Click the Continue button. You will be returned to the Accounts screen where the new account name will be displayed. </LI></UL></BLOCKQUOTE><A name=Register> <P><FONT class=fontbold>Online Register</FONT></P> <P></A><A href="OnLineHelp.htm#beginning">Go To Top</A><A name=Register></P></A> <P>The Register screen gives you detailed transaction information for a particular account. At the Register screen, you can view transaction information, add transactions to your register, edit transactions, categorize transactions, view pending items or skip pages. You can also perform research on your transaction history. </P> <BLOCKQUOTE> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/btnUpdate.gif"></P> <P><FONT class=fontbold>Update</FONT></P> <P>When you make a change to the Register display  pending transactions or register page  click the Update button to refresh the screen and see your changes.</P><A name=AddTransaction><FONT class=fontbold> <P>Add Transaction</P></FONT></A> <P>The Add Transaction screen lets you add a transaction that has not cleared your account to your Online Register. By incorporating non cleared items into your online register, you are able to completely manage your financial activity using the Online Register.</P> <P>To Add a Transaction: </P> <UL> <LI>Click on the Add Transaction button from the Register page. <LI>Complete the Add Transaction form presented. c <LI>Click Continue. You will be returned back to the Register page where the added transaction will be displayed. </LI></UL> <P>Using your Online Register: </P> <UL> <LI>Your added transactions will be matched and reconciled with the actual posted items. <LI>The two items will be combined and your added information will be retained (description, category, memo). <UL> <LI>Always check to make sure that your added transactions clear by selecting the Show Pending Activity option at the top of the Online Register page and review the pending items. <LI>To get a separate list of pending items (includes in process Transfers, Bill Payments, and Added Transactions) go to Research and select Pending Transactions Only from the Transactions criteria drop down box and select Submit. </LI></UL> <LI>If an item still shows as pending and the cleared item is also displayed, this means that something about the items didn't match. <LI>Review both items to ensure that the issue was not due to an encoding error (amount is wrong on the cleared item). <UL> <LI>If the amount is correct on the cleared item delete the added transaction and edit the cleared item, adding your personalized information. <LI>If the amount on the cleared item is wrong, contact your customer representative or send a message to the Customer Service desk explaining the issue. </LI></UL></LI></UL> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/verbResearch.gif"></P><A name=Research><FONT class=fontbold> <P>Research</P></FONT></A> <P>The Research screen allows you to find a specific transaction and view it online.</P> <P>To research a transaction: </P> <UL> <LI>Click on the Research button from the transaction register. <LI>Select whether your search should include only posted items, only pending items, or both. <LI>Select whether you would like to omit either Checks &amp; Withdrawals or Deposits &amp; Credits. <LI>Fill in the date range, check number range, the amount range and how the information should be sorted. <LI>Click Submit. You will be shown the transaction(s) matching the criteria submitted or a message stating there are not items meeting the requested criteria. You can click on <U>Please Re Specify Your Research Request</U> to be returned to your request for modification. <LI>Click the Register button to be returned to the online register. </LI></UL> <P><FONT class=fontbold>Edit Transaction</FONT></P> <P>The Edit Transaction screen allows you to edit the transaction and category information for a specific transaction. You can change the transaction description, category, and memo line. You can also split transactions into different categories.</P> <P>To edit a transaction: </P> <UL> <LI>Select <U>EDIT</U> to the right of the transaction you wish to edit. <LI>From the Edit Transaction screen enter the desired information. <LI>Select Continue. You will be returned to the transaction register screen where you selected the transaction to edit. </LI></UL> <BLOCKQUOTE> <P><FONT class=fontbold>Navigation Tip:</FONT> Memo information can be viewed in the Online Register by going to Options and checking the 2 Line Register Display box. Memo information is only available through the Online Register.</P></BLOCKQUOTE><FONT class=fontbold> <P>View Check Image</P></FONT> <P>With View Check Image you are able to view the front and/or back of a check from the Online Register.</P> <P>To view a check image:</P> <UL> <LI>From the Online Register screen, Click on any underlined check number listed in the <FONT class=fontbold><U>NUM</FONT></U> column. <LI>You will be taken to an image of the item. <LI>Print or save a screen shot of the image for yourrecords if needed. <LI>Click the Back button on your browser to be taken back to the Online Register. </LI></UL> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/verbEditCategories.gif"></P><FONT class=fontbold> <P><A name=EditCategory>Edit Category</A></P></FONT> <P>From the Edit Transactions or Add Bill Payment screens you can choose to edit the categories in by changing the category name, description or type (expense or income).</P> <P>To edit a category: </P> <UL> <LI>Select the Edit Categories button. <LI>A list of categories for which you have access will be displayed. <LI>Select the <U>EDIT</U> link in the right column of the category you wish to edit. <LI>Complete the desired changes. <LI>Select Submit. You will be returned to the category list. </LI></UL> <BLOCKQUOTE> <P><FONT class=fontbold>Note:</FONT> "System" categories will not be displayed for Edit.</P></BLOCKQUOTE> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/verbNewCategory.gif"></P> <P><FONT class=fontbold>New Category</FONT></P> <P>While editing from the Edit Transactions or Bill Payments screen you can add categories if needed. </P> <P>To add a category: </P> <UL> <LI>Select the New Category button from the category listing screen. <LI>Enter the category name, description and type (expense or income). <LI>Select Continue. You will be returned to the category list. </LI></UL></BLOCKQUOTE> <BLOCKQUOTE> <P><FONT class=fontbold>Delete Category</FONT></P> <P>From the Edit Transaction or Add Bill Payments  Categories screens you can choose to delete categories that you no longer need. </P> <P>To delete a category: </P> <UL> <LI>Select the Edit Categories button from the Edit Transaction or Bill Payments screen. <LI>Click <U>DEL</U> in the right column of the category you wish to delete. <LI>Choose a replacement category for all transactions attached to the category that will be deleted. <LI>Select Continue. You will be returned to the category list where the deleted category deleted should no longer appear. </LI></UL> <BLOCKQUOTE> <P><FONT class=fontbold>Note:</FONT> You cannot delete "system" categories.</P></BLOCKQUOTE> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/verbSplitTransaction.gif"></P><FONT class=fontbold> <P>Split Transaction</P></FONT> <P>If you want to split a transaction for more accurate reporting, you can use the Split Transaction feature to divide a payment into different categories. This will only affect your online information for tracking and reporting.</P> <P>To split a transaction: </P> <UL> <LI>Select the Split Transaction button from the Add Transaction, Edit Transaction or Add Bill Payments screen. A grid will be displayed where you can assign multiple categories to one transaction. <LI>Select the category and change the amount as needed. <LI>Select Continue when finished. You will be returned to the transaction register screen where you selected the transaction to split. </LI></UL> <BLOCKQUOTE> <P><FONT class=fontbold>Note: </FONT>The total dollar value of all splits must equal the total of the transaction  if it does not you will be presented with a notice that the transaction is out of balance.</P></BLOCKQUOTE></BLOCKQUOTE> <DIR> <DIR> <P>&nbsp;</P></DIR></DIR> <BLOCKQUOTE> <P><FONT class=fontbold>Delete Transaction</FONT></P> <P>From the Register screen you can select to delete any pending transaction that is not already in the processing status. </P> <P>To delete a transaction: </P> <UL> <LI>Select <U>DEL</U> in the right column of the transaction you wish to delete. <LI>A confirmation message will appear, asking if you want to change your mind. Select Cancel to leave the item in pending status. <LI>Select Delete. You will be returned to the transaction register screen where you selected the transaction to delete. </LI></UL> <BLOCKQUOTE> <P><FONT class=fontbold>Note: </FONT>Deleting a pending Transfer or Payment from the Online Register will remove the Transfer or Payment from the system.</P></BLOCKQUOTE></BLOCKQUOTE> <DIR> <DIR> <DIR> <DIR> <P></P></DIR></DIR></DIR></DIR><A name=BillPayments> <P><FONT class=fontbold>Bill Payments </FONT></P> <P></A><A href="OnLineHelp.htm#beginning">Go To Top</A><A name=BillPayments></P></A><FONT class=fontbold> <P>Note:</FONT> Please refer to our <A href="FAQ.htm">Frequently Asked Questions</A> for details about Bill Payment processing.</P> <P>The Bill Payments screen displays a listing of all payments processed online or scheduled to be processed (to show payments processed simply click the radio button at the top of the page and select Update). The Bill Payments screen allows you to add, or edit and delete bill payment requests (one time or recurring), add payees, and list payees.</P> <BLOCKQUOTE><A name=EditPayment> <P><FONT class=fontbold>Edit Bill Payment</FONT></P></A> <P>The Bill Payments screen will display the Payments Listing showing all payments (pending or pending and processed) and the processing status of the payment. </P> <P>To edit a payment: </P> <UL> <LI>Select <U>EDIT</U> from the right column of the payment you wish to edit. <LI>You will be presented with a form where you can edit the payment information. <LI>Complete the required information. <LI>Select Continue. You will be returned to the Payments Listing grid where you can view the changes made to the edited payment. </LI></UL> <BLOCKQUOTE> <P><FONT class=fontbold>Note: </FONT>If the Edit Payment link is not displayed for the payment, the payment is being processed and cannot be changed.</P></BLOCKQUOTE> <P><FONT class=fontbold>Delete Bill Payment</P></FONT> <P>From the Bill Payments screen you can also delete a bill payment if it is not in the processing status.</P><A name=DeletePayment> <P>To delete a bill payment: </P></A> <UL> <LI>Select <U>DEL</U> from the right column of the pending payment you wish to delete. <LI>Select Continue. You will be returned to the Payments Listing grid to confirm that the payment has been deleted. </LI></UL><FONT class=fontbold> <BLOCKQUOTE> <P>Note:</FONT> If the <U>DEL</U> link is not displayed for the payment, the payment is being processed and cannot be deleted.</P></BLOCKQUOTE> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/VerbAddPayment.gif"></P><A name=AddPayment><FONT class=fontbold> <P>Add Bill Payment</P></FONT></A> <P>From the Bill Payments screen you can add a bill payment. </P> <P>To add a bill payment: </P> <UL> <LI>Select the Add Payment button. <LI>Select the account you wish to have the payment drawn from. <LI>Go to the Auto Schedule drop down box and select the type of payment you are scheduling (one time versus recurring). <UL> <LI>If recurring, enter the number of payments you would like to have auto scheduled in the # Payments box. Note that if you select Monthly as the recurrence frequency, and leave the value for number of payments at "1", only one payment will be created. </LI></UL> <LI>Enter the appropriate date that the payment is due to ensure accurate processing. <LI>Select the payee from the "Pay to the Order Of" drop down listing or select Add Payee to enter information for a new payee. <LI>Enter the amount of the payment. <LI>If you are using the categorization feature, select a category or create a new category for the payment. <LI>Enter a memo or split the transaction, if desired. <LI>Select Continue to submit the Bill Payment request. You will be returned to the Payments Listing screen and it will show the payment you just added. </LI></UL> <BLOCKQUOTE> <P><FONT class=fontbold>Note</FONT>: If you select Monthly as the recurrence frequency, and leave the value for number of payments at "1", only one payment will be created. </P> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/verbMultiPayment.gif"></P><A name=MultiPayment><FONT class=fontbold> <P>Multi Payment</P></FONT></A> <P>From the Bill Payments screen you can add multiple payments from a single screen.</P> <P>To add multiple payments: </P> <UL> <LI>Select the Multi Payment button. You will be presented with a page displaying all of your current payees where you can schedule a payment for each payee. <LI>Select the account from which you wish to have the payments drawn. <LI>For each Payee you wish to pay: <UL> <LI>Go to the Auto Schedule drop down and select the type of payment you are scheduling; one time versus recurring. <UL> <LI>If recurring, enter the number of payments you would like to have auto scheduled in the # Payments box. </LI></UL> <LI>Enter the appropriate date for each payment to ensure accurate processing. <LI>Enter the amount of the payment. <LI>If you are using the categorization feature, select a category or create a new category for the payment. <LI>Enter a memo or split the transaction, if desired. <LI>Select Continue to submit the Multi Payment request. You will be returned to the Payments Listing screen and it will show the payments you just added. </LI></UL></LI></UL> <P><FONT class=fontbold>Note</FONT>: The number of payees that can be displayed on a single multi payment screen may be limited by your computer's processing capacity, memory, and/or operating system. Your ISP Bandwidth may also affect this function. If you experience stacking of boxes on the page, you will need to upgrade the above, delete some of your payees or use the Add Payment feature exclusively.</P> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/verbAddPayee.gif"></P><A name=addpayee><FONT class=fontbold> <P>Add Payee</P></FONT></A> <P>You can add and search for payees from the Bill Payment or Add Payment screen. </P> <UL> <LI>Select the Add Payee button. <LI>Select Create New. <LI>Complete the Create New Payee form. <LI>Select Submit. You will be returned to the Payments Listing or Add Payment screen. </LI></UL> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/verbListPayees.gif"></P><A name=ListPayees><FONT class=fontbold> <P>List Payees</P></FONT></A> <P>From the Bill Payments screen you can produce a list of your payees where you can add, edit, review history for the payee or delete the payee.</P> <P>To see a listing of payees: </P> <UL> <LI>Select the List Payees button from the Bill Payment screen. A listing of your active payees will be displayed in the List of Payees grid. </LI></UL><A name=EditPayees> <P><FONT class=fontbold>Edit Payees</FONT></P></A> <P>From the List of Payees screen you can edit payees.</P> <P>To edit payees: </P> <UL> <LI>From the List of Payees grid select <U>EDIT</U> from the right column of the payee you would like to edit. <LI>Complete your changes. <LI>Select Continue. You will be returned to the List of Payees grid. </LI></UL> <P><A name=ArchivePayees><FONT class=fontbold>Archive Payees</P></FONT> <P>From the List of Payees grid you can archive payees.</P></A> <P>To archive payees: </P> <LI>Select the <U>Inact</U> link from the right column of the payee you wish to archive. You will be presented with an opportunity to change your mind. <LI>Select Cancel. This will abort the archive process. You will be returned to the List of Payees grid. <LI>Select Continue. You will be returned to the List of Payees grid where the payee you archived is no longer available. <UL></UL><A name=ReactivatePayees><FONT class=fontbold>Reactivate Payees <P></P></FONT> <P>From the List of Payees grid you can archive payees.</P></A> <P>To reactivate payees: </P> <LI>Select the <U>React</U> link from the right column of the payee you wish to reactivate. <UL></UL><A name=PayeeHistory> <P><FONT class=fontbold>Payee History</P></FONT></A> <P>From the payee listing List of Payees grid you can review the payment history of a payee.</P> <P>To view payee history: </P> <UL> <LI>Select the History link to the right of the payee whose history you would like to view. You will be presented with a list of every payment made to the selected payee. </LI></UL> <BLOCKQUOTE> <P><FONT class=fontbold>Note: </FONT>The status definitions for bill payments are: Warehoused, the payment is waiting for the processing date to arrive; Pending, the processing date has arrived  the payment will be pulled in today's file to be processed; Processing, the payment has been collected for processing; Processed, the payment has been remitted to the payee either by check or electronic format for application to your account.</P></BLOCKQUOTE></LI></BLOCKQUOTE></BLOCKQUOTE><A name=Reports> <P><FONT class=fontbold>Reports</FONT> </P> <P></A><A href="OnLineHelp.htm#beginning">Go To Top</A><A name=Reports></P></A> <P>The Reports screen gives you a list of reports that you can create, view, print, or export.</P> <P>To run a report: </P> <UL> <LI>Click on the name of the report you wish to view. <LI>For some reports you will need to select criteria from drop down menus to customize your report. </LI></UL> <P>To print a report: </P> <UL> <LI>Use the print command from your Internet browser once the report has been created. Or, select the Print Version button at the bottom of the report to print the report without the Internet frames. </LI></UL> <P>The following reports are available:</P> <DIR> <P><FONT class=fontbold>Transaction Reports:</FONT> </P></DIR> <BLOCKQUOTE> <BLOCKQUOTE><A name=StatementDetailReport> <P>Statement Detail </P></A> <DIR> <LI> <P>A Snapshot of statement information and transactions displayed by classification (electronic transactions, deposits, ATM, point of sale, debit card and other transactions) since the last statement date for checking and savings account types.</P></LI></DIR><A name=TransactionDetailReport> <P>Transaction Detail </P> <DIR></A> <LI> <P>Itemized transaction detail for a date range.</P></LI></DIR></BLOCKQUOTE><A name=BillPaymentReport><FONT class=fontbold> <P>Bill Payments Reports:</P></FONT></A> <BLOCKQUOTE> <P>Payee List </P> <UL> <LI><A name=PayeeListReport> <P>A list of all payees.</P></A></LI></UL></BLOCKQUOTE></BLOCKQUOTE> <DIR><A name=CategorizationReports><FONT class=fontbold> <P>Categorization Reports:</P></FONT></DIR> <BLOCKQUOTE> <BLOCKQUOTE><A name=CategoryListReport> <P>Category List </P></A> <DIR> <LI> <P>A list of all categories. </P></LI></DIR><A name=CategoryDetailReport> <P>Category Detail </P></A> <DIR> <LI> <P>Transaction detail by categories ( transfers, income, expenses and un categorized) for a date range.</P></LI></DIR><A name=CategorySummaryReport> <P>Category Summary </P></A> <DIR> <LI> <P>A summary of transactions for each category ( transfers, income, expenses and un categorized).</P></LI></DIR></BLOCKQUOTE></BLOCKQUOTE> <DIR> <P><FONT class=fontbold>Other Reports:</FONT> </P></DIR> <BLOCKQUOTE> <BLOCKQUOTE><A name=FileExportReport> <P>File Export</P></A> <P>To export report information: </P> <UL> <LI>Click File Export under the Other Reports sub title on the List of Reports screen. <LI>Select the File Format you would like to export (see explanation of export format in the Note below). <LI>Select the account number for which you are exporting information. <LI>Select the category you would like to export. <LI>Select a Preset Date Range. <LI>If you selected Custom in the Preset Date Range, enter the information for the date range you would like to export in the Custom Date Range fields provided. <LI>Under Options select whether or not you would like to mark the transactions as cleared or whether or not you would like to include the Reference number for scheduled payments. <LI>Click the Export Transactions button at the bottom of the screen. <LI>You will be presented with a Windows File Download pop up screen, select Save this File to Disk, click OK. <LI>You will be presented with a Save As pop up window where you can identify where you would like the system to place your export file. <LI>From the Save As pop up you can choose to rename the file to something meaningful to you. </LI></UL> <P>Produce a Comma Separated Value (CSV) export file for importing into other software.</P> <P>The file layout for the CSV file is:</P> <UL> <LI> <P>Account Number</P> <LI> <P>Posting Date</P> <LI> <P>Amount</P> <LI> <P>Category Number</P> <LI> <P>Category Name</P> <LI> <P>Reference Number</P> <LI> <P>Memo</P> <LI> <P>Description</P> <LI> <P>Code</P> <LI> <P>Identifier</P></LI></UL> <BLOCKQUOTE> <P><FONT class=fontbold>Note:</FONT> Use the Comma Separated Value (CSV) file format to create a worksheet in Excel or for import into other accounting software that will accept this type of file format. The export file name is History.csv.</P></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/verbAddTransfer.gif"></P> <P><FONT class=fontbold><A name=TransferFunds>Transfer Funds</A></FONT> </P> <P><A href="OnLineHelp.htm#beginning">Go To Top</A></P> <P>From the Transfer Funds Screen you can review your pending transfers, add transfers, or delete transfers that have not been processed.</P> <P><FONT class="fontbold>">Note:</FONT> Please read the Transfer Funds policy on the Add Transfer screen regarding the timing of account transfers and when they will be processed.</P> <BLOCKQUOTE> <P><A name=AddTransfer>Add Transfer</A></P> <P>From the Transfer Funds screen you can create a transfer between two accounts within your profile.</P> <P>To transfer funds between accounts: </P> <UL> <LI>Enter the amount of the transfer. <LI>Select the account you wish to transfer from. <LI>Select the account you wish to transfer to. <LI>Enter the date you wish the transfer to be processed. <LI>Enter the recurrence schedule and number of recurrences desired. Entering 999 will ensure that the transfer occurs until stopped. <LI>Click Continue. You will be taken to the Transfer Listing where you can view a list of transfers in the queue to be pulled for processing. </LI></UL> <BLOCKQUOTE> <P><FONT class=fontbold>Note:</FONT> Only the next instance of a recurring transfer will be displayed on the Transfer Listing, however, you will be able to view the number of instances this transfer will occur in the Recurrences column of the grid.</P> <P><FONT class=fontbold>Navigation Tip:</FONT> To edit a scheduled transfer, simply delete the transfer from the Transfers Listing and re enter the transfer with the new information from the Add Transfer screen.</P></BLOCKQUOTE> <P>Delete Transfer</P> <P>If a transfer was created in error and it has not been processed you can delete the transfer.</P> <P>To delete a transfer: </P> <UL> <LI>Select the <U>DEL</U> link in the right column of the transfer you wish to delete. <LI>You will receive a message to verify that you want to delete the transfer. <LI>Select Continue. You will be returned to the Transfer Funds Listing screen. </LI></UL> <BLOCKQUOTE> <P>Note: If the transfers are no longer displayed on the Transfer Funds screen the transfer is being processed and cannot be deleted.</P> <P>Note: Only transfers that are not in process are available on the Transfers Listing page; transfers in process will be displayed in your Online Register as pending or posted.</P> <P>Navigation Tip: Deleting a recurring or scheduled transfer from the Transfers Listing screen will delete all future dated occurrences of the scheduled transfer. You do not have to remember to delete every instance of the transfer.</P></BLOCKQUOTE></BLOCKQUOTE> <P>&nbsp;</P></TD></TD> <TR> <TD> <P><FONT class=fontbold>General System Navigation</FONT></P> <P><FONT class=fontbold><A name=Mailbox>Mailbox</FONT></A></FONT> <BR><A href="OnLineHelp.htm#beginning">Go To Top</A></P> <P>The Mailbox screen allows you to request information about new accounts, loans, or other financial products and services. You can also send help requests, suggestions, or comments regarding this system.</P> <BLOCKQUOTE> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/verbNewMessage.gif"></P> <P><FONT class=fontbold>New Message</FONT></P> <P>The new message screen allows you to create and send new messages to specific desks or departments responsible for responding to your message.</P> <P>To send a new message:</P> <UL> <LI>Select the department or desk to which you are sending the message. <LI>Enter a subject. <LI>Type your message in the content box. <LI>Click Send to transmit your message.<BR></LI></UL>Message Notification: <UL> <LI>If you have an unread Message, the Mailbox button will flash on and you will receive a notification at the top of the page displayed when you first sign on to the system. </LI></UL>Messages Inbox: <UL> <LI>The Messages Inbox will display all messages with the date, the sender and the subject. The messages are displayed in date order with the most recent messages on top. </LI></UL> <P>Viewing a Message:</P> <UL> <LI>Click on the date of the message you would like to view. The message will be displayed.<BR><BR><FONT class=fontbold>Usage Tip</FONT>: The Mail Box, New Message function does not have a spell check tool. You can cut and paste text into the New Message form from any word processing program. </LI></UL> <P> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/verbShowInBox.gif"> </P><FONT class=fontbold>Show Inbox </FONT> <P></P> <P>Selecting Show Inbox will return you to the Messages Inbox displaying all messages. Only the New Message button will be shown if you do not have any messages.</P> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/verbReplyToMessage.gif"></P> <P><FONT class=fontbold>Reply to Message</FONT><BR><BR>While viewing a message you can select to reply to the message.</P> <P>To reply to a message:</P> <UL> <LI>Select the Reply to Message button from the View Message screen. <LI>Enter your reply in the contents box. <LI>Click Send. You will be returned to the Mailbox screen. </LI></UL> <P><IMG src="Custom/CustomImages/ImagesAfterSignonP/verbDeleteMessage.gif"> </P> <P><FONT class=fontbold>Delete Message</FONT><BR><BR>While viewing a message you can select to delete the message.</P> <P>To delete a message:</P> <UL> <LI>Select Delete Message while viewing the message you wish to delete. </LI></UL> <P>You will be returned to the Messages InBox and the message you selected to delete will no longer be listed.<BR><BR>You can delete one or several messages from the InBox screen.</P> <UL> <LI>Select the check box <INPUT type=checkbox value=735 name=Message> to the left of any message you wish to delete. <LI>Click on <IMG height=18 src="Custom/CustomImages/ImagesAfterSignonP/icn-RedX.gif" width=18> Delete Selected Messages at the bottom of the InBox grid. <LI>You can also select the <U>DELETE</U> link for the message to delete each message individually. </LI></UL></BLOCKQUOTE> <HR> <P><A name=Help><FONT class=fontbold>Help</FONT></A><BR><BR><A href="OnLineHelp.htm#beginning">Go To Top</A> <BR><BR>The Help screen is where you can find out more information about the functions within the system.</P> <UL> <LI>After selecting Help, the online help will be displayed. <LI>You can select the available links or scroll through the topics listed. <BR><BR><FONT class=fontbold>Windows Printing Tip:</FONT> You can print the entire Help document by selecting the Print button on your browser menu, or you can highlight the section of help that you would like to print, right click within the highlighted area and select Print from the drop down menu displayed. </LI></UL> <HR> <P><A name=SiteMap><FONT class=fontbold>Site Map</FONT></A> <BR><BR><A href="OnLineHelp.htm#beginning">Go To Top</A> <BR><BR>The Site Map will show you the available functions within the system. You can select any of the links shown and you will be taken to that specific screen.</P> <HR> <P><FONT class=fontbold><A name=Options>Options</A><A name=BusinessOptions></A></FONT></P> <P><A href="OnLineHelp.htm#beginning">Go To Top</A></P> <P>The Options screen allows you to select preferences for your online system.</P> <BLOCKQUOTE> <P>View Address</P> <P>Change Password:</P> <P>You can change your Password to the system by entering a new one.<BR><BR>The Password must meet the following criteria:</P> <UL> <LI>The Password can be any combination of characters and numbers. <LI>It must be at least 7 characters but no greater than 15 characters. <LI>It is not case sensitive. <LI>Enter your new Password twice. <LI>Click Update to have your changes take effect.<BR></LI></UL> <P>Secret Question / Phrase</P> <UL> <LI>Enter a secret question or phrase. The question or phrase entered will be presented to you for response should you forget your password and ask for assistance from the Sign-On page. </LI></UL> <P>New Response</P> <UL> <LI>Enter the response to your secret question or phrase. This entry will be used to validate your response should you forget your password and ask for assistance from the Sign-On page. </LI></UL> <P>Retype New Response</P> <UL> <LI>Re-enter your response to ensure that spelling errors have not occurred.<BR><BR><FONT class=fontbold>Usage Tip:</FONT> Make your question or phrase something that only you will know the answer to, this will help keep your password secure. </LI></UL> <P>Email Address</P> <UL> <LI>Enter you email address in the field provided. </LI></UL> <P>Register Lines per Page:</P> <P>You can change the number of lines displayed on your transactions register screen.</P> <UL> <LI>You can set the number of lines between 1 and 99. <LI>Click Continue to have your changes take effect.<BR><BR><FONT class=fontbold>Note:</FONT> The more information you request on any given page increases the amount of time the information takes to travel the Internet. A good average is 20 lines.<BR></LI></UL> <P>Register Background Color:</P> <P>You can change the color of the highlights on your transaction register.</P> <UL> <LI>Select a new color from the list. <LI>Click Continue to have your changes take effect. </LI></UL> <P>Register Default Sort Order</P> <P>You can change the default sort order for your transaction register.</P> <UL> <LI>You can sort your register by posted date, check/item number or amount. <LI>Click Continue to have your changes take effect.<BR><BR><FONT class=fontbold>Note:</FONT> Selecting any sort order other than Posted Date of Transaction will cause you to lose the running balance<BR>on your Online Register. </LI></UL> <P>2 Line Register Display:</P> <P>You can have the transaction register display two lines per transaction.</P> <UL> <LI>Select the 2 line register box so it is marked. <LI>Click Continue to have your changes take affect.<BR></LI></UL> <P>Register Days:</P> <UL> <LI>This is the number of days of transaction history that you would like to have access to in your Online Register. The default days displayed represents the maximum number of days allowed  you can change your view to any number of days up to the default setting. <LI>Changing this entry does not purge your transaction history it simply changes the amount of data that is available for edit from the Online Register. All other transaction history will remain available through Reports or the Research function. </LI></UL> <P>Send me Marketing Alerts:</P> <P>You can choose to receive Marketing Alerts related to financial products and services.</P> <UL> <LI>Select your preferred delivery methods or select not to receive Marketing Alerts by checking the box next to Email, Mailbox or None. <LI>Designate your Email Address if Email is one of your preferred delivery methods. </LI></UL> <P>Send me System Alerts:</P> <P>You can choose to receive System Alerts regarding inactivity or password changes.</P> <UL> <LI>Select your preferred delivery methods or select not to receive System Alerts by checking the box next to Email, Mailbox or None. <LI>Designate your Email Address if Email is one of your preferred delivery methods. </LI></UL> <P>Setup Financial Alerts:</P> <UL> <LI>Select your preferred delivery methods or select not to receive Financial Alerts by checking the box next to Email, Mailbox or None. <LI>Designate your Email Address if Email is one of your preferred delivery methods. <BR><BR>You can click on the Setup Financial Alerts title to be taken to a page where you can setup alerts related to financial events.<BR><BR> <LI>Account - select the account that is going to be affected by the financial event <LI>Notify me when... - this drop down provides a listing of events that can trigger an Alert. The following events can be selected: <UL> <LI>this check number clears <LI>my balance falls below <LI>my balance is above <LI>a specific transaction is posted </LI></UL> <LI>Transaction Type... - this drop down provides a listing of transaction types that may apply to your financial alert. The following Transaction Types can be selected: <UL> <LI>a check transaction has occurred <LI>electronic funds transaction occurred </LI></UL> <LI>Additional Criteria... - you can select additional criteria regarding how your event is interpreted. The following Additional Criteria are available for selection: <UL> <LI>Greater Than <LI>Less Than <LI>Equal To </LI></UL> <LI>Criteria... - this information will be the specific check number or dollar amount related to the Event selecte