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
  • 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.

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