Commercial Connect | Biz Connect

Training Resources

To suit your preferred learning style, we have provided multiple training materials to introduce you to the changes and help you use the new capabilities effectively and efficiently. Below you will find live and recorded trainings, user guides and how-to videos.

Recorded Training

These pre-recorded training sessions are available for you to view at your convenience.

Basic Navigation with Reporting & Alerts

Overview

ACH Payments

ACH

Wire Transfers

Wires

Retrieving Transaction History Beyond 34 Days

Reporting

EDI Reporting and ACH Addendum Detail

Reporting

User Guides

User guides provide a deeper level of detail and are a convenient reference to have handy as you work with the new platform.

User Guide

Basic Navigation

User Guide

User Maintenance

User Guide

Domestic Wires

User Guide

International Wires

User Guide

Balance and Transaction Reporting

User Guide

Transactions and Images

User Guide

Alerts Center

User Guide

Transfers Management

User Guide

Stop Payments

User Guide

Online Statements Search

User Guide

Reports Management

User Guide

ACH File Import

User Guide

ACH Payment

User Guide

Recurring Payments and Transfers

How-To Videos

The following videos will introduce you to and help you familiarize yourself with key features and functions of the new platform.

Accessing the System for the First Time

Login

Creating an ACH Template

ACH

Importing a NACHA File for Processing

ACH

Processing an ACH Batch using an ACH Template

ACH

Placing a Stop Payment

Payments

Processing a Wire Transfer

Wires

Processing an Account Transfer

Transfers

Creating an Alert

Alerts

Exporting information from the System

Export

Online Statement Search

Statements

Creating New Contacts

User Maintenance

Managing User Permissions

User Maintenance

Customizing List View

Display

Adding and Managing Widgets

Display

Support Program

We’ve put together a complete support program to assist you and provide all the help you’ll need to successfully transition to the new platform.