Business Online

Business Online Training Modules

Click on the links below for a pre-recorded tour of specific functions within Lake City Bank’s Business Online.

Module 1 – Welcome Page/Dashboard

  • Brief tour of the welcome screen
  • Overview of the menu tabs
  • Create your own dashboard


Module 2 – Reports

  • Search activity
  • View/manage loans
  • View Returned Deposited Items
  • Enroll in and view eStatements and Incoming Wire Reports


Module 3 – Transfers and BillPay

  • Create an ACH template
  • Initiate ACH transactions
  • Explanation of dual approval processes
  • Upload and approve an ACH file
  • Issue wire transfers (includes helpful hints for international wires)
  • Wire approvals


Module 4 – ACH and Wires

  • Internal transfers (one to one)
  • Multiple transfers (one to many/many to one)
  • Scheduled requests
  • External transfers (to other banks)
  • BillPay: Add a payee, pay a bill
  • Loan payments/advances


Module 5 – Account Services

  • Stop payments
  • ACH Positive Pay: View exceptions, make decisions and manage payment rules
    • The Positive Pay cutoff time is now 5:30pm rather than 3pm, as the video states.
  • Positive Pay: View exceptions, make decisions, import issue files, enter manual issues and update or delete issues


Module 6 – Administration

  • Secure e-mail
  • Useful forms & documents
  • Manage alerts (email and/or text)
  • Add/manage users (includes Express Account Management)
  • Set required approvals for transactions
  • Manage favorites/shortcuts
  • View user audit reports
  • Manage mobile banking


If you have additional questions after viewing these modules or would like to request an individual training session, please call (888) 522-2265, option 3, then option 2.

You are about to leave our site.

By following this link you are leaving Lake City Bank's website. Lake City Bank is not responsible for the content, links, privacy or security of the website you are going to.