Video Transcript
0:07
Now we’re going to talk about basic navigation for Blue Business Banking.
0:12
When you first login, you’ll be on the account screen.
0:18
On the left sidebar, you’ll see your different accounts listed.
0:24
Also, in the center you have different tiles.
0:26
You have basic transactions, and if you click different tiles you get different options.
0:33
You can also see your account information.
0:36
You can customize these widgets to your preference.
0:47
Down on the bottom right you have your ACH screens.
0:55
If you click on one of your accounts, you get more detailed information about that account.
1:08
You could also order checks, you could do a stop-payment, you could print transactions, or you could also export them.
1:17
You could also set up balance alerts and different types of alerts from the screen as well.
1:22
But you see all your transactions, you click on the transaction, you see additional information, and you can also put tags on each transaction.
1:41
On the bottom right, you have the account details.
1:44
If you click the eyeball, you can see your full account number.
1:52
You’ll also see more account details, and you can get your account number here as well.
1:57
You can also add a nickname to your account by clicking the pencil.
2:25
On the tab navigation, you also have make a transfer.
2:27
That’s where you can make transfers.
2:32
You can pay your bills, that’s your bill pay.
2:35
You could run account reports, you can manage your users, you can manage Achs.
2:53
You could also open an account and you could send wires and then depending on the resolution on your screen, you’ll only have the three dots.
3:01
If you click that, you get additional options.
3:03
So it’s a stop-payment documents, your travel notifications, your overdraft protection, some FAQs.
3:14
You can set alerts from here.
3:19
If you click the person icon, this is where you can log out.
3:23
You can also set up your security activity log and see what’s new and that’s it.
3:34
It’s simple as that.
Now we’re going to talk about basic navigation for Blue Business Banking.
0:12
When you first login, you’ll be on the account screen.
0:18
On the left sidebar, you’ll see your different accounts listed.
0:24
Also, in the center you have different tiles.
0:26
You have basic transactions, and if you click different tiles you get different options.
0:33
You can also see your account information.
0:36
You can customize these widgets to your preference.
0:47
Down on the bottom right you have your ACH screens.
0:55
If you click on one of your accounts, you get more detailed information about that account.
1:08
You could also order checks, you could do a stop-payment, you could print transactions, or you could also export them.
1:17
You could also set up balance alerts and different types of alerts from the screen as well.
1:22
But you see all your transactions, you click on the transaction, you see additional information, and you can also put tags on each transaction.
1:41
On the bottom right, you have the account details.
1:44
If you click the eyeball, you can see your full account number.
1:52
You’ll also see more account details, and you can get your account number here as well.
1:57
You can also add a nickname to your account by clicking the pencil.
2:25
On the tab navigation, you also have make a transfer.
2:27
That’s where you can make transfers.
2:32
You can pay your bills, that’s your bill pay.
2:35
You could run account reports, you can manage your users, you can manage Achs.
2:53
You could also open an account and you could send wires and then depending on the resolution on your screen, you’ll only have the three dots.
3:01
If you click that, you get additional options.
3:03
So it’s a stop-payment documents, your travel notifications, your overdraft protection, some FAQs.
3:14
You can set alerts from here.
3:19
If you click the person icon, this is where you can log out.
3:23
You can also set up your security activity log and see what’s new and that’s it.
3:34
It’s simple as that.