mobile - chemical bank...business ebanking mobile rev 3.23.20 page 5 of 12 1. tap bill payments to...
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Business eBanking Mobile
Business eBanking Mobile Rev 3.23.20 Page 2 of 12
This guide instructs users how to use the Business eBanking (BeB) Mobile Application. Contact Business Client Services for assistance
at 855.336.9460, Monday through Friday, 8:00 A.M. to 6:00 P.M. ET or [email protected].
You may not have access to all features in the Mobile Application. Your access will depend on the services used by the Company and
by the permissions granted to you by the Administrator for the Company.
The Mobile Application will display limited historical Account information and typically will not contain all information accessible
through the desktop version of BeB.
Contents
Logging In ................................................................................................................................................................................ 3
First Time Users ................................................................................................................................................................... 3
Accounts .................................................................................................................................................................................. 3
Transaction History ............................................................................................................................................................. 4
Transaction History Search ................................................................................................................................................. 4
Recent ..................................................................................................................................................................................... 4
Processing Transactions .......................................................................................................................................................... 5
Internal Transfers ................................................................................................................................................................ 5
Pay Bills ............................................................................................................................................................................... 6
Make a Deposit ................................................................................................................................................................... 7
Help ......................................................................................................................................................................................... 8
More ........................................................................................................................................................................................ 9
Approvals ............................................................................................................................................................................ 9
Positive Pay ....................................................................................................................................................................... 10
Bill Pay Payees ................................................................................................................................................................... 11
Manage Existing Payees ................................................................................................................................................ 11
Add New Payees............................................................................................................................................................ 12
About ................................................................................................................................................................................. 12
Locations ........................................................................................................................................................................... 12
Business eBanking Mobile Rev 3.23.20 Page 3 of 12
LOGGING IN 1. Launch the Chemical Bank Business eBanking Mobile App on your device
2. Enter your Company ID and User ID
3. Tap Done or Continue to proceed
4. Enter your password or pin + token code if you are a token user
5. Tap Done or Continue
First Time Users
1. Select your mobile phone number to receive a security code by text message
and tap Done or Continue
2. Enter the security code received and tap Done or Continue
3. Review and Accept Chemical Bank’s Business Mobile Terms and Conditions if
the terms are acceptable and you wish to proceed.
4. Enter your phone number to enroll in Chemical Bank’s business mobile
application.
5. Tap Done or Enroll
ACCOUNTS Your Navigation tabs will be displayed like the example shown below (color scheme may vary depending on device model). The Accounts tab is the Business eBanking Mobile App main landing page. All accounts that you have access to will be listed here with each account’s current available balance displayed.
Business eBanking Mobile Rev 3.23.20 Page 4 of 12
Transaction History
1. Tap on an account to view its transaction history
2. The transaction history will display
3. Tap on the transaction to display transaction details
Transaction History Search
1. Tap the spy glass icon to search for a specific transaction
2. Enter a key word or specific dollar amount in the space provided and/or
3. Tap Filter to narrow your search by
Date
Amount
Check #
Transaction Type
4. Tap Search
RECENT The Recent tab will display any scheduled and/or recent Bill Payments and/or Check Deposits made [by you] through the
Business eBanking Mobile App.
Business eBanking Mobile Rev 3.23.20 Page 5 of 12
1. Tap Bill Payments to view your scheduled or recent Bill Payments
2. Tap Check Deposits to view any scheduled or recent deposited checks made through the Business eBanking Mobile
App
PROCESSING TRANSACTIONS Make Internal Transfers, Pay Bills and submit Deposits by tapping the add transaction tab (+) located in the center, or
bottom right of the app depending on device model.
Internal Transfers
1. Tap Transfer
2. Select the account you would like to Transfer From
3. Select the account you would like to Transfer To
4. Tap Amount
5. Enter the dollar amount you would like to transfer and tap Done
6. Tap Continue
Business eBanking Mobile Rev 3.23.20 Page 6 of 12
7. Tap Approve
Pay Bills
1. Tap Pay Bill
2. Select a Payee from the list to pay
To setup a New Payee tap ADD
3. Tap Pay From and select which account you would like debited for the payment
4. Tap Due Date and enter the date by which your payment needs to be paid and tap
Done/Continue
Note:
The earliest and latest possible due dates are reflected in the calendar.
You cannot schedule a payment more than one year out using the
Mobile Application.
If you require an expedited payment, you will need to request the bill
payment through the desktop version of BeB prior to the cutoff time.
5. Tap Amount and enter the dollar amount to be paid
6. Enter an optional Memo in the space provided to be sent with your payment
7. Once all required information is entered tap Continue
8. Tap Approve to process the payment or to send on to a second Approver if
required by the Bill Pay setup.
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Make a Deposit
1. Tap Deposit
2. Endorse the check with the payee name and your name and, under this endorsement, write “For Mobile Deposit at
Chemical Bank only” in the endorsement window on the back of the check.
3. Place your check on a flat surface with a dark background and good lighting as instructed. Once complete, tap
Continue
Note: If this is your first time making a deposit, a pop-up will display to grant “Chemical Bank” permission to
access the Camera. Tap OK to grant permission
Notice: All checks deposited using the mobile application must be eligible for mobile deposit as set forth in the
agreement governing Business Mobile Deposit. Please retain the deposited check in a secure location for at least
30 days after the date of deposit. Any deposits received after 5:00 P.M. ET will be processed on the next
business day. Tap Continue
4. Tap Front and capture an image of the front of the check
5. Tap Back and capture an image of the back of the check
6. Tap Deposit To and select the account the check will be deposited to. If you have access to multiple accounts for
deposits, verify that you have selected the correct account.
7. Tap Amount and enter the total dollar amount of the check being deposited. Verify that the amount entered
matches the amount written on the check.
8. If the correct e-mail address is not prefilled on the Email Receipt To line, tap this area to enter your e-mail address
9. Tap Continue to proceed
10. A message will display asking to Approve Deposit, Tap Approve to submit the deposit
Business eBanking Mobile Rev 3.23.20 Page 8 of 12
HELP The Help tab gives you access to FAQs and various help topics related to functions within the BeB Mobile App.
1. Tap on one of the Help Topics listed
2. The FAQs will display
Can’t find your answer? Contact Business Client Services for assistance at 855.336.9460, Monday through Friday,
8:00 A.M. to 6:00 P.M. ET or [email protected]
Business eBanking Mobile Rev 3.23.20 Page 9 of 12
MORE More gives you access to additional services such as the ability to manage Bill Pay Payees, decision your Positive Pay exception items, approve external transactions when utilizing the dual control feature, and search for Chemical Bank locations.
Approvals
1. Tap Approvals
2. Tap the transaction you wish to approve
3. Tap Approve
Token Users will then be instructed for their Passcode
Non-Token Users will be instructed for their Password
Business eBanking Mobile Rev 3.23.20 Page 10 of 12
4. Tap Submit
Positive Pay
1. Tap Positive Pay
2. Tap the account with Check Positive Pay Exceptions
3. Tap Make a Decision
4. From the provided list, select either Pay or one of the Return options with the reason for
the return
5. Tap Transmit
A message window will appear confirming the item was successfully transmitted
Note: If exception decisions require multiple approvers the verbiage displayed may
vary
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Bill Pay Payees
Manage Existing Payees
1. Tap Payees
2. Tap the Payee you would like to edit or remove
3. Tap Edit to update the Payee’s following information:
Nickname
Account Number
Address
Phone Number
4. Tap Delete Payee to remove the Payee from the Bill Pay system
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Add New Payees
1. Tap the add payee symbol (+)
2. Enter the name of the new Payee to search for the provider in the Bill
Payment system
Note: If the Payee does not display in the search field tap + Create a new payee to proceed
3. Enter the requested information
4. Tap Done
About
1. Tap About for more
information regarding the Business Mobile App
Details include: Build, Server, and Configuration
Locations
1. Tap Locations to
search for Chemical Bank Banking Center or ATMs or TCF Bank ATMs
2. Enter the City, State (or) Zip Code
3. Tap Search