NCB BUSINESS ONLINE BANKING USER GUIDE

Transcription

NCB BUSINESS
ONLINE BANKING
USER GUIDE
TABLE OF CONTENTS
GETTING STARTED ......................................................................................................................................................................... 3
RSA E NROLLMENT........................................................................................................................................................................ 4
ADD A P AYEE .............................................................................................................................................................................. 11
LINK USER T O A P AYEE ............................................................................................................................................................ 17
BILL P AYMENT ............................................................................................................................................................................ 23
FILE U PLOAD ............................................................................................................................................................................... 30
FUNDS T RANSFER ....................................................................................................................................................................... 34
GENERATE BANK STATEMENT ................................................................................................................................................... 42
A PPROVAL ................................................................................................................................................................................... 46
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1-888-NCB FIRST (622-3477)
GETTING STARTED
NCB Business Online Banking gives you secure access to your business accounts anytime so you can check
balances, transfer funds, pay bills, and make direct deposits to employees and more. With NCB Business
Online Banking multi-user access, you can assign varying levels of access to your employees.
Once you have a business account with NCB, getting started with Business Online Banking is easy.
Apply for NCB Business Online Banking
To apply for simply follow the steps below:
Complete the Business Elink form – Businesses Requirement forms at
http://www.jncb.com/quicklinks/business-account-opening-requirements
Submit form to Business Banker or Relationship Manager for processing
Contact Information:
1-888-NCB FIRST (622-3477)
(Listen to the simple steps to get Internet Banking support)
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RSA ENROLLMENT
Login page:
1. Enter Corporate ID and Username
Enter Corporate Id
and Username
2. Click Continue
Click here
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3. Enter Logon Password
Enter Login Password
4. Click Login
Click Here
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5. Read NCB e-FINANCIAL SERVICES Terms and Conditions (scroll) to end of page
Scroll Down
6. At END click on Agree
Click here after
reading Terms &
Conditions
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7. Select Questions, Enter Answers, Select image and Enter Phrase
Select Question
Enter Answer
Select Image
8. Click Update
Scroll Down
Click Update
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9. Scroll down
Note Message
Scroll Down
10. Enter passwords, new passwords & retype new passwords
(Note: Signon and Transaction passwords. must be different)
Enter Signon Password
Enter New Signon Password
Re-enter New Password
Enter Transaction Password
Enter New Transaction Password
Re-enter New Transaction Password
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11. Click OK
Click here after
entering Passwords
12. Click the link here to go to home page
Click here to go to
Home Page
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Home Page
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ADD A PAYEE
1. Click on Bills Management
Click Here
2. Click on Manage Biller
Click Here
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3. Select Register Payee from drop down box
Click Here
Select Register Payee
4. Click Continue
Click Here
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5. Select Payee Type and Business Category, Click Search
Click here
and Select
Payee Type
Click here and Select
Business Category
6. Select Payee Type and Business Category, Click Search
Click Here
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7. Select Payee
Select a Payee
8. Select Register
Click Here
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9. Type in Nickname & Account Number
Type in Nickname
Type in Account
Number
10. Enter User Id and Transaction Password.
Type in User ID
and Transaction
Password
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11. Click Submit
Click Here
12. Confirmation Message
Note Message
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LINK USER TO A PAYEE
1. Click on Bills Management
Click Here
2. Click on Manage Biller
Click Here
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3. Select Maintain Biller Linkages in the drop down box
Select Maintain Biller Linkages
4. Click Continue
Click Here
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5. Click Search
Click Search
6. Select Beneficiary Name & Click on View / Modify Linkage button
Select Beneficiary
Click View/Modify Linkage
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7. Select Unlinked User Id
Select Unlinked User(s)
8. Click on left arrow key (<<).
Click Here
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9. Enter user id and transaction password
Enter User ID
10. Click on Submit
Click Here
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Note Message
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BILL PAYMENT
1. Click on Transaction Management
Click Here
2. Click on Make a Transaction
Click Here
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3. Select Local Payments from the Transaction Type drop down box
Click here
Select Local Payment
4. Click Go
Click Here
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5. Click on Transaction Category drop down box & select Single Payment – Existing Payee, click on Network
drop down box & select Within Bank
Click Here
Select Within Bank
Click Here
Select Single Payment – Existing Payee
6. Click Continue
Click Here
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7.
a. Select Debit account from drop down box
b. Select Beneficiary Name from drop down box
c. Select currency and type in amount
d. Select value date
Click Here
Select Payee Name
Click Here
Select Account
Select Currency
Enter Amount
Click Here
Select Date
8. Click Submit
Click Here
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9. Click on Confirm Network
Click Here
10. Click Lookup
Click Here
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11. Select Approver
Select Approver
from List
Click Here
12. Type in user id & Transaction password
Type User ID
and Transaction Password
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13. Click Initiate
Click Here
14. Notification Message
Note Message
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FILE UPLOAD
1. Click on Upload Facilities
Click Here
2. Click on Upload a File
Click Here
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3. 4. Execute the following:
a. Select Salary Upload from the Product Type drop down box
b. Enter file name in space provided
c. Enter Description in space provided
d. Select File Processing Date
e. Browse and attach file
Click Here
Select File Type
Click Here
Select Date
Click Here
Attach File
4. Click Continue
Click Here
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5. Type in User-Id and Transaction password
Enter User ID
6. Click OK
Click Here
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Note Message
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FUNDS TRANSFER
1. Click on Transaction Management
Click Here
2. Click on Make a Transaction
Click Here
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3. Click on ‘Select Transaction Type’ drop down box
Click Here
4. Click on Funds Transfer – Own Account
Select Funds Transfer – Own Account
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5. Click Go
Click Here
6. Click on Transaction Category drop down box & select Single Payment
Click Here
Select Single Payment
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7. Click Continue
Click Here
8. Select From Account & To Account from the drop down boxes
Click Here
Select From Account
Click Here
Select To Account
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9. Check From Account Balance
Click Here to
Check Balance
10. Enter Amount & Select Transfer Date
Enter Amount
Click Here
Select Date
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11. Click Submit
Click Here
12. Click Lookup
Click Here
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13. Select Approver then click the Select button
Select Approver
Click Here
14. Enter User Id and Transaction Password
Enter User ID
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17. Click Initiate button
Click Here
18. Confirmation Notification
Note Message
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GENERATE BANK STATEMENT
1.
Login & click on Balance and Transaction Information
Click Here
2. Click on Operative Accounts
Click Here
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3. Click on View Transaction History
Click Here
4. Select Transaction Date Range, Save as Tab Separated Format
Select Date
Select Tab Separated Format
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6. Click Statement
Click Here
7. Click Open
Click Here
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Bank Statement Displayed
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APPROVAL
1. Logon to Business e-link & click on Transaction Management
Click Here
2. Click on My Approval Queue
Click Here
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3. Select the Transaction Type (e.g. Funds Transfer) from drop down box then click Go
Click Here
Select transaction type &
click Go
4. Select Single Payment from the Transaction Category drop down box
Click Here
Select transaction category
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5. Click Continue
Click Here
6. Scroll down and click Retrieve
Scroll down and click
Retrieve
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7. Select record then click on Approve
Select Record
Click Here
8. Type in User Id and Transaction password then click Approve
Enter User ID
Click Here
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9. Confirmation Notification
Note Message
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NCB BUSINESS ONLINE BANKING USER GUIDE

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