How-To Guides

Main

Utilize Your Digital Solutions To The Fullest

Our suite of guides will give you the tips and tricks you need to make the most of your Business Online Banking account.

Your Resource For Business Online Banking Training

Our Business Online Banking system offers a variety of useful electronic business solutions. To make sure you’re maximizing the capabilities, Northrim offers online training materials for the following categories:

General Administration
Getting Started

Our general guide lays out all the basics of utilizing Business Online Banking. Learn how to customize your dashboard, add new users, set up approvals, and more.

Transfers & Payments
Tracking & Templates

This will teach you all about ACH and electronic transactions. Learn how to import you financial data, set up ACH or tax payments, and more.

Account Recon & Positive Pay
Issue Items & Exception Items

This will give you the ins and outs of using the Business Online Banking add-on product. Learn how to work with issue items, set up reports or alerts, and more.

Remote Deposit Capture
Make the Most Out of RDC

This series demonstrates how to create and submit check deposits, run reports, and perform deposit research through our desktop scanning platform.