Business Online Resources

Welcome to the Payment Center resources library

This resource library for Advanced Reporting and Payment Center includes user guides and e-learning modules to help you better understand the capabilities and advantages of these solutions.

As our solutions evolve, you can return to this page to get the information you need to stay up to date on any refinements and upgrades.

User guides

Helpful resources for navigating business online

Payment Center guide

The Payment Center can help make the day-to-day management of your transactions more simple, intuitive, powerful and secure. This user guide serves as an ongoing reference as you explore these capabilities.

Advanced reporting guide

Advanced reporting gives you access to features like balance and transaction alerts, incoming and outgoing payment alerts, expanded export formats, a dashboard view of accounts and custom transaction views, as well as a number of helpful account reports.

User guides

Explore our mobile app resources

Stay connected to your accounts

Visit our Commercial Mobile App page to see how our mobile app can help make running your business easier.

Payment center mobile user guide

Using Payment Center in our mobile app can help make the management of important services more simple, intuitive, and powerful.

Video tutorials

Step-by-step instructions for common activities

Accessing the system

Get step-by-step instructions for accessing the Business Online System and Payment Center.

Adding a beneficiary

Follow these steps to add a beneficiary to the address book in Payment Center.

Creating a template

Creating a template in Payment Center is easy. Simply follow these steps.

Creating an alert

Review the following instructions to set up an alert in Payment Center.

Customizing list views

Customize list views in Payment Center in just a few steps.

Exporting information from the system

Discover how to easily export information from Payment Center.

Importing NACHA file

Learn how to import a NACHA file for processing into Payment Center.

Processing a freeform payment

Understand how to process a freeform payment in Payment Center.

Processing a payment from template

Find out how to process a payment from a template in Payment Center.

Adding and managing widgets

Know how to add and manage widgets in Payment Center.

Managing user permissions

Check out instructions on managing a user's permissions in Business Online and Payment Center.

Creating a detailed import map

Identify how to create a detailed import map in Payment Center.

Viewing audit information

Learn how to review audit information and access audit reports.

Sending a real-time payment

Learn how to initiate a Real-Time payment in Payment Center.