Online Banking Navigation Guide - Farm Credit … Banking Navigation_2015.pdfOnline Banking...

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Online Banking Navigation Guide

Online Banking Homepage Navigation

The following are main features of the Online Banking Homepage:

Contains quick links for Welcome, and Logout. These will remain in view at all times as

users navigate thru the system. Also displays Last Successful Login: the date and time will be

displayed of the last time the user visited their online banking account.

This toolbar displays the services the user has access to and it is the main navigation

toolbar for Online Banking.

NOTE: The Online Banking Navigation toolbar may have additional tabs for navigating depending on the

type of accounts and transactions a user has.



Online Banking Homepage Navigation

Welcome to Online Banking is the Homepage that displays the following items each time

a user accesses online banking:

Loan Account Summary – displays summary detail of all of the accounts a

user has access through online banking

Welcome - links to informatio regarding Security and Privacy for the online

banking system

This area displays the following:

I would like to…. – displays convenient links to make payments, disbursement,

transfers, and add bank accounts

Quick Links – links to contact us for questions and view a demo of the online banking

system

Banking Announcements – displays messages regarding the Online Banking system

Account Info/Payment Tab The Account Info/Payment service provides the ability to view and report on account and transaction

information. The Account Information service includes the following activities: Account Summary,

Transfer/Payment, and Reports.



The sub toolbar in the Account Info/Payment tab includes:

Account Summary Lists all accounts authorized for the online banking user. From the

Account Summary page, the online banking user can select an account and navigate to the

Account Activity page, the Transfers page, or Export the detail to a reporting software.

Transfer/Payment Allows users to view and manage internal transfers and ACH transfers.

Reports Allows users to create customized report definitions to generate reports about the

user’s accounts and transactions.



Administration Tab The Administration tab allows users to manage options within their online banking service.

The sub toolbar in the Administration tab includes:

User Administration Allows the user to view their online banking profile. If any changes

need to be made to the profile, please contact GreenStone for assistance.

Account Maintenance Allows users to change the Account Nickname given to an account for

which the user has been granted access. The Nickname will only be displayed throughout the

online banking system to help identify the user’s accounts. To change the account name on the

user’s bills or statements they will need to contact their branch office.

Messages Not currently used by GreenStone.

Audit Summary Displays a logged history of activities completed during an online banking

session.

Audit Customer User Summary Not currently used by GreenStone.

Online Banking User Summary Allows the user to update email address (this can also be

done in My Access). Passwords must be updated in My Access | Profile.



Draft Management Tab The Draft Management service allows the online banking user to manage the draft activity on draft

accounts. When the Draft Management tab is selected from the navigation menu, the list of features a

user has been authorized for will be displayed.

The sub toolbar in the Draft Management tab includes:

Summary Allows users to view any transactions, such as stop payments and inquiries, which

were performed in Online Banking. It provides a log of everything that the user did in relationship

to a stop payment.

Draft Inquiry Allows users to inquire to the host system about the status of a draft or range of

drafts. Draft Inquiry can be used to determine the status of a draft prior to attempting to place a

stop payment.

Manage Stop The Stop Payment option is used to submit a stop payment request on a draft or

range of drafts that have a status of outstanding.

Reports Allows users to create customized report definitions to generate reports for draft

management activities.



Pay Now Tab The Pay Now service allows the online banking user to make a payment with just a few clicks when there

is a payment due.

Pay Now Selecting the Pay Now option from the main toolbar opens a window that reflects all

accounts with an amount owed and all authorized external bank account(s) that can be selected to

make payments.



Account Info/Payment Tab

Account Info/Payment | Account Summary

View Transaction Details

1. Select the Account Info/Payment tab on

the main navigation toolbar. Select the

Account Summary tab from the sub-

navigation toolbar. This will display the

Account Summary page.

2. From the Account Summary page, select

(highlight by clicking on the account row), the

account to view.

3. Select Account Activity at the bottom of the

window.

4. The Transaction Details page displays.

5. The account activity will display.

6. To view draft images, if applicable to the

account, click on the draft number in the

Transaction Description field.

View Account Details



Accounts Summary tab from the sub-


Accounts Summary page.

2. From the Account Summary page, select

(highlight by clicking on the account row), the

account to view.

3. Right click on the highlighted account, select

Account Detail from the menu in the

dialgoue window.

4. The Account Details page displays with

information about the selected account. It

will display both an account summary and

account detail.

Account Info/Payment | Transfer/Payment

Add a New Bank Account

1. Select Add a bank account.. from the I

would like to… menu.

2. The Add Bank Account window will display.

Enter in the required details of the account.

3. Select Save Account.

4. The EFT Agreement window will display.

Select the Accept option, this will

acknowldege that you accept the terms of

the agreement.

5. Select OK to the successful message.

View Bank Accounts Detail



Transfer/Payment tab from the sub-


Transfer Summary page.

2. Select the Bank Accounts option.

3. Select the bank account to view by

highlighting it (click on it).

4. Select View/Modify. The Modify Bank

Account window will display the details.

Create New Payment, Disbursement, or

Transfer

1. Select the desired transaction activity from

the I would like to… menu.

2. From the Transfer Funds window, enter in

the required information for the transaction

type selected.

3. Select Submit from the bottom of the

window.

4. Verify the transfer information. Select

Confirm.

5. Confirm the transfer by reviewing the

confirmed information. Select Close or

Create Another to create another

transaction.

View Pending Transactions Detail



Transfer/Payment tab from the sub-


Transfer Summary page.

2. Select the Recent Transactions option.

3. Locate the account from either the Pending

records or the Being Process Today records

to view.

4. Select transaction by highlighting it (click on

the transaction row).

5. Select View/Modify. The Transfer Funds

page displays with the details.



Account Info/Payment Tab

Account Info/Payment | Reports

Create New Report Definition

1. Select the Account Info/Payment tab on the

main navigation toolbar. Select the Reports tab

from the sub-navigation toolbar. This will display

the Report Summary page.

2. To add a new custom report definition select Add

New.

3. This will open the Create Report page. This

page diplays and allows users to establish report

templates.

4. In the Report Type section, select Summary or

Detail, depending on the type of report needed.

5. In the Report Identifiers section, enter the name

that is to be assigned to the report in the Report

Name field. In the Report Description field,

enter information that identifies the information

contained in the report.

6. In the Report Filters section, choose the filters

that will determine the information contained in

the resulting report.

7. Use the fields in the Report Sort section to

determine the order and categories in which the

data presented will be displayed.

8. Select Preview from the lower center of the

page, to display a copy of the report.

9. Select Save to save the report template. A

record for this report will be added to the Report

Summary page.

Account Info/Payment | Reports

Modify Report Definition





2. Select (highlight the row) the report definition to

modify and select Modify.

3. This will open the Modify Report page.

4. Make the changes to the information.


page, to generate and display a copy of the

report.

6. Review the report.

7. Select the Close button, to display the Modify

Report page again to make any necessary

adjustments if needed.

8. Select Save from the lower center of the page,

to save the report definition, provided a Report

Name was entered.

9. The Report Summary page will display and the

definition of the updated report will display in the

report table.

Delete Report Definition





2. To delete a custom report definition select the

report, (highlight by clicking on the row) from the

table.

3. Select Delete.

4. A window will open asking the user to verify the

delete.

5. Select OK.

6. The Report Summary page will refresh and

display without the deleted report definition.

Administration Tab

Administration | Account Maintenance

Modifying an Account Nickname

1. Select the Administration tab on the main

navigation toolbar. Select the Account

Maintenance tab from the sub-navigation

toolbar. This will display the Account

Nickname Summary page.

2. The table contains a list of all of the accounts a

user has been granted permission to.

3. Select (highlight by clicking on the row) the

account to maintain.

4. Select Modify.

5. This will open the Modify Account Nickname

page.

6. In the Account Nickname field, enter the new

nickname and select Submit.

7. The Account Nickname Summary page will

update and display the changes.

8. The user will now see the account name display

in online banking as the nickname. This may

help users differentiate between accounts while

using online banking.



Administration | OLB User Summary

Change Password

Changing your password in Online Banking will not alter

your password for My Access. To change your login

password, please go to www.mygreenstonefcs.com.

Administration | OLB User Summary

Change Email

1. Select the Administration tab on the main

navigation toolbar. Select the Personal Profile tab


the Personal Profile page.

2. In the E-mail field, the email address that is

currently in the users profile will display.

3. Enter the new email address in the E-mail field by

typing over the current e-mail.

4. Select Save at the bottom center of the page.

5. This will complete the email change and will update

the primary email address in My Access.

Draft Management Tab

Draft Management | Summary

View Draft Activity Summary/Detail

1. Select the Draft Manangement tab on the main

navigation toolbar. The Summary tab on the

sub-navigation toolbar will automatically default

and open. This will display a table of all draft

activity the user has performed in online

banking.

2. Select (highlight the row) the draft activity the

user would like to see details.

3. Select View.

The View Draft Management Details page will

display.

Draft Management | Manage Stops

Adding a Stop Payment

NOTE: There is a 24-hour waiting period before a stop

payment can be considered complete as the draft may

have been presented prior to placing the stop payment

request.


navigation toolbar. Select the Manage Stops

tab on the sub-navigation toolbar. This will

display the Create Stop Payment page.

2. The Create Stop Payment page displays with a

defaulted Financial Institution and Account.

Select a different Financial Institution and/or

Account if needed.

3. Enter the draft number, or draft number range.

4. Enter the Stop Payment Details which includes

the amount of the draft, the reason code, and

the replacement draft, if applicable.

5. Select Submit to send the Stop Payment

request to GreenStone.

6. The Stop Status Update page displays with a

tracking number and stop payment status.

7. Select OK to return to the Summary page.

NOTE: If the Draft has already been paid, the user

will get a message and will not be able to create the

stop payment.

Canceling a Stop Payment

Users will need to contact GreenStone to cancel

a submitted stop payment.

Draft Management | Draft Inquiry

Draft Inquiry


navigation toolbar. Select the Draft Inquriy tab

on the sub-navigation toolbar. This will display

the Create Check Inquiry page.

2. Enter the Draft information for the draft the user

is searching for.

3. Select Submit.

4. The Draft Inquiry Response page displays so

that the user can review the information on the

draft status.

5. Select Preview to generate a report of the draft

inquiry or select Place Stop to place a stop

payment on the draft.

6. Select Close to return to the Summary page.

Draft Management Tab

Draft Management | Reports

Draft Management Reports – Add New Report


navigation toolbar. Select the Reports tab on

the sub-navigation toolbar. This will display the

Report Summary page that will display any

saved reports.

2. Select Add New. This will open the Create

Report page.

3. In the Report Identifiers section, enter the

name that is to be assigned to the report in the

http://www.mygreenstonefcs.com/



Report Name field. In the Report Description

field, enter information that identifies the

information contained in the report.

4. In the Report Filters section, choose the filters

that will determine the information contained in

the resulting report.

5. Use the fields in the Report Sort section to

determine the order and categories in which the

data presented will be displayed.


page, to display a copy of the report.

7. Select Save to save the report definition and re-

display the Summary page.

Draft Management Reports – Viewing and

Modifying Existing Reports





saved reports.

2. Select (highlight the row) the report to view or

change.

3. The Modify Report page will open.

4. To make changes to the report, select Modify.

This will open the Modify Report page.

5. Enter the information that should be changed on

the report.

6. Select Save to save the report definition and re-

display the Report Summary page.

Draft Management Reports – Delete a Report





saved reports.

2. Select (highlight the row) the report from the

Summary table to delete.

3. Select Delete.

4. A warning message wil display in a popup

window.

5. Select OK.

6. The page will refresh and the report summary

table will show without the deleted report.

Pay Now Tab Accessing Pay Now

Customers that have signed ACH Agreements with

GreenStone will have access to Pay Now.

Select the “Pay Now” option in the main (services)

navigation toolbar.

Note: The Pay Now option has a 10 minute timeout

action set for the window. If the user has not completed

the necessary information within 10 minutes, the window

will timeout and the user will receive a timeout message.

Submitting Payments from Pay Now

1. The Accounts in the “Payment Due” section of the

Pay Now window will be checked and ready to

submit for payment. The Select All/Deselect All

links can be used to quickly check/uncheck all

payments in the grid.

2. Un-check a payment(s) due that should not be paid

at this time by de-selecting the payment.

3. Enter the amount to be applied to extra principal in

the Extra Principal field. This field is optional.

4. Enter a future payment date in the Payment Date

field by selecting the calendar and choosing a

different date. The date displayed in this field is the

next available transaction date.

Note: Loans with a bi-weekly payment type or with

an ACH scheduled payment will not be presented in

the Payment Due section.

5. Select the bank account to make the selected

payment(s) from. If only one external account is in

the view it will automatically default as selected.

Note: If the user selects a savings account, the

following message will be prompted when “Submit”

is selected:

“Please note: a separate ACH withdrawal

transaction will be created for each payment

selected. Savings accounts may allow only a limited

number of electronic transactions per month.”



If the user is in agreement to the separate ACH

transactions on the savings account, select OK.

6. The user will receive another system message which

“OK” should be selected:

“Please click OK to process your transaction(s).

Payments processed prior to 5:00 PM CT will be

effective “date effective”. Payments processed after

5:00 PM CT will be effective “date effective”. A total

of “dollar amount total” will be withdrawn from your

Savings account xxxxxxxxxxx##.”

7. One email will be sent that will include information

for each payment that was selected in the Pay Now

Payment Due section.

8. The Pay Now transaction(s) created will be added to

the “Transfer/Payment” window in the Pending

Transaction section.

Pay Now Tab Users will get the following window if there are NO

payments currently due:

External Bank Account Setup

Users will get the following window if there is no external

bank accounts setup in Online Banking in order to

electronically send funds.

To setup an external bank account in Online Banking:

1. Close the Pay Now window.

2. Access the I would like to.. menu and select

the Add a bank account activity.

3. Enter the required information into the Add Bank

Account window. Required fields are denoted

by an *.

4. Select Save Account.

5. E-sign the EFT Agreement by selecting

“Accept”.

6. Select the Pay Now option from the main

(services) navigation toolbar and return to Pay

Now to begin making payments.

Online Banking Navigation Guide - Farm Credit … Banking Navigation_2015.pdfOnline Banking...

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