Business Online Banking how-to guide

Manage your business finances anytime with Numerica’s digital tools. Streamline payments, add users, and monitor cash flow with ease.
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A guide for businesses using the Numerica Mobile App* or Online Banking. 

This step-by-step guide is intended specifically for business members. (For general tips and tricks, check out the Online Banking how-to guide.)

How to create a user role in the Mobile App

Log in and select the hamburger menu (3 lines in the top right). Select Role management.

To the far right, select +Add.

Enter a role name and description. Then select a template. Tap Next. Example role names: admin, bookkeeper, accountant, John Smith. Example role descriptions: view only, full access, limited access.

Set role privileges and tap Save.

Set role limits and tap Save.

Note: Limits are set for the role level, not user level. You can return to adjust the privileges and limits of a role at any time by selecting it from the Role management screen.

How to create a user role in Online Banking

Log in and select More.

Select Role management.

To the far right, select +Add a new role. Note that if you have more than one account linked, you will need to select a business from the dropdown.

On the next screen, you will again need to select a Business name from the dropdown, if you have multiple accounts linked.

Enter a role name and description. Select a template. Click Create Role and Continue. Example role names: admin, bookkeeper, accountant, John Smith. Example role descriptions: view only, full access, limited access.

Set role privileges and click Save and proceed.

Set and save role limits.

Note: Limits are set for the role level, not user level. You can return to adjust the privileges and limits of a role at any time by selecting it from the Role management screen.

How to add a user in the Mobile App

Note: An authorized user (also called a sub-user) is someone given authority by the account’s primary online user to perform certain digital banking functions on behalf of a business — but using a separate login with limited permissions. This does not give a person access to the account in a Numerica branch or over the phone. This role is distinct from an authorized signer. An authorized signer has access to the account in a Numerica branch, over the phone, and through digital channels. An authorized signer cannot be added to an account through digital banking.

A new user can only be added to one business at a time. If you have multiple businesses you want the user to have access to, repeat the process for each additional business.

Log in and select the hamburger menu (3 lines in the top right). Select User management.

To the far right, select +Add a new user.

Select Business and enter the user's information.

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Assign a role to the user.

Select accounts the user will have access to. Tap Add User.

How to add a user in Online Banking

Log in and select More.

Click User management.

To the far right, select +Add a new user.

 Select the Business and enter the user’s information.

Assign a role to the user.

Select accounts the user will have access to.

Click Add user.

How to log in as a sub-user

Note: A sub-user is sent an email invitation after being added by an account owner.

To launch the registration process, select Join Business from the email invitation.

Do you already have login credentials, possibly from another Numerica account? If so, select Yes and log in to link your credentials to this business account. You're all set!

If not, select No. The next steps will create your Digital Banking account.

Review the terms and conditions. If they look good, check the box and click Next.

Set your username and password. Click Next.

Select your best contact information for verification purposes.

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Enter the verification passcode sent to your phone AND the one sent to your email. That’s it. You’ve joined the business account as a sub-user.

How to transfer money to another Numerica member

Mobile App

  1. Log in and select Transfers.
  2. Tap Start a new transfer.
  3. Select source account, the account you want the money to come from.
  4. From the list of accounts to transfer to, select Add a new recipient.
  5. Select Personal recipient.
  6. Under Add recipient, enter a name, and select Next.
  7. Select Add account.
  8. From the Payment type dropdown, select Within CU.
  9. Fill out the recipient details, and select Add account.
  10. Enter amount and select transfer date.
  11. Select Transfer funds and confirm your transfer.

Online Banking

  1. Log in and select Transfers.
  2. Click on New transfer.
  3. Select source account, the account you want the money to come from.
  4. From the list of accounts to transfer to, select Add a new recipient.
  5. Under Add recipient, enter a name, and select Add account.
  6. From the Payment type dropdown, select Within CU.
  7. Fill out the recipient details, and select Add account.
  8. Enter amount and select transfer date.
  9. Select Transfer funds and confirm your transfer.

How to use Bill Pay

Mobile App

  1. Log in and select Transfers.
  2. Tap on Bill Pay.
  3. To add a payee, select it from the preloaded list or tap Next to add a new one.
  4. Enter basic payee information. Tap Next.
  5. Fill in the remaining fields, set your payment defaults, and press Next.
  6. To schedule a payment, tap the three dots next to your payee.
  7. Enter the amount, choose the account you will pay from and payment date — even schedule as a recurring payment. Once the info is set, press Pay.
  8. Verify and press Submit.
  9. Scroll down to review your Pending payments and History.

Online Banking

  1. Log in and select Transfers.
  2. Click on Go to Bill Pay.
  3. The first time you log in, complete challenge phrases and submit.
  4. To add a payee, select it from the preloaded list or click Next to add a new one.
  5. Enter basic payee information. Click Next.
  6. Fill in the remaining fields, set your payment defaults, and press Next.
  7. To schedule a payment, enter the amount, choose the account you will pay from and the payment date — even schedule as a recurring payment. Once the info is set, press Pay.
  8. Verify and press Submit.
  9. On the right sidebar, review your Pending payments and History.

 

How to customize your account view

On the Accounts page

  1. Log in and select Accounts.
  2. Use the Filter options to view specific accounts by membership or account type.

On the Dashboard

  1. Log in and select More (or tap the top-right hamburger menu in the mobile app).
  2. Select Accounts and membership.
  3. Under Account settings, you can hide or show accounts you want to appear on the dashboard.

How to remove an account from your view

Use the instructions below to remove — or add back — a membership from your view when you log in to Online Banking or the Mobile App. (For instance, you prefer to only use Online Banking for a business account membership and don’t want your individual membership information displayed.)  

  1. Log in and select More (or click on the top-right hamburger menu in the mobile app).
  2. Select Accounts and membership.
  3. Under Membership settings, you can select a member number to remove from digital banking and click Delete membership. (Want to add it back? Select Add another membership.)

How to set up or re-sync your account to Quicken, QuickBooks, or Mint

To connect your Numerica digital account to your Quicken, QuickBooks, or Mint money management software, review the instructions in the corresponding link below. 

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