In this video you will learn how to use the Dashboard, navigate the system, access account information, and view statements online.
The four boxes you see on the screen are referred to as widgets.
The dashboard is comprised of a series of these widgets and can be customized to meet your online banking needs and ensure your most critical information is just a click away.
The Account Balances widget displays the balances for all of your accounts organized by Account Type.
Use the Edit Settings option to customize the Account Balances widget to your liking.
For example, you can set-up the widget to display a subset, selective number of accounts or all of your accounts.
You can also edit the Action Menu that is available for each account.
The Action menu allows you to quickly view account activity, initiate stop payments, and more.
The Shortcuts widget provides quick access to your commonly used tasks.
For example, you can select "Manage Stop Payments" on the shortcuts menu instead of using the Check Services menu.
Next, select the Change Widget Settings option.
Use the Edit Settings option to customize the Shortcuts widget to your liking.
Select the preferred checkbox to remove or add a shortcut.
In addition to the Dashboard, you can always access your Alerts and Approvals by clicking the menu at the top of the screen.
Simply click an item on the menu to see additional information.
You can select the Alerts option to view time critical notifications regarding your accounts, user updates, payments, and security.
You can also access the Navigation menu at the top of the screen to select the alerts and all other functionality you are entitled to.
Simply move your mouse over a menu and select the desired hyperlink to access the appropriate option.
You can access the Account Activity option from the Accounts menu.
Or you can also access Account Activity on the Dashboard by clicking the hyperlink on the Account Balances Widget.
The Account Activity screen displays real-time balances and transaction activity so that you can accurately determine your cash position for the account.
The Pending Transactions section is designed to display transactions that are pending.
The Posted Transactions section is designed to display transactions that posted the previous day.
Calendars are available to select a specific date range to search for transaction activity up to 180 days.
You can also search by using one of the preset shortcuts by clicking on the view drop down menu.
The activity table defaults to showing ten items at a time, or you can change it to show up to 100 items per page.
Select the Transaction hyperlink to view more details of an item.
Click the image icon to view the front and back of a check.
Collapse this section to view additional account information.
The Scheduled Transactions section shows you future dated transactions that have been created in the online banking system.
Now you will learn how to use the Export option.
This option is an easy way to generate a file for the selected account.
You can select from any of the Export options.
This will only include previous day transactions.
The CSV file can then be viewed in Excel.
It is highly recommended that you save the CSV file for your records.
Now you will learn how to enroll and view your eStatements.
To begin the one time enrollment process, select the eStatement option from the Accounts menu.
The first step of the enrollment process is to make sure you have Adobe Reader installed on your computer so you can view your bank statements online.
If you can see the sample statement, Adobe Reader is already installed.
Select the appropriate option to proceed.
Next, review the eStatement disclosure.
Enter the primary email address where you would like statement notifications to be sent.
Click the Go-Paperless button to accept the terms and conditions.
A list of all of the accounts that you are entitled to is displayed.
For each account you must specify whether the statement is paper or electronic.
This function allows you to choose either paper statements or electronic Statements, but not both on the same account.
You will receive an email notification each time a new online statement is available at the email address listed.
Click the Submit button to complete enrollment.
Click the continue button to view your statements online.
The eStatement service maintains up to seven years of history.
Your statements are organized by account, year and month.
Simply select the hyperlink to view the statement.
For more information please contact Global Transaction Services customer service.