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Self-Serve Training *NEW

New to RBC Express? Need a refresher? Train at your own pace with these On Demand course.  Our Training Courses cover the various tasks involved for each of the services.  Now available to you conveniently with 24/7 access! 

NOTE: Take advantage of the materials to assist your training.  Follow along with this aid, allowing you to document details pertinent to your business and employees.in the Notes Section.

Administration

RBC Express is a multi-user Online Banking Platform that enables Administrators to establish secure access to the accounts in a way that reflects your organization’s internal structure; as complex or simple as that structure may be. Administration allows online banking tasks to be delegated to users and to add layers of security to the release of outgoing payments.

 

 

 

 

Materials to assist with this Training:

 

RBC Express Administration

 

Manage Users

  • Add Users
  • Delegate access to online banking features

 

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Approval Rules

  • Control how payments are approved before they are released to RBC
  • Must be established before payments can be sent

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Tokens

  • RSA Secure ID tokens
  • How to assign
  • When to use them

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Other Customizable Features

  • Customize your profile with account nicknames and Alerts
  • View reports of your Admin settings

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Core Services

Core services refers to the basic online banking functions available on RBC Express: balances, statements, transfers between your internal accounts, paying bills (for example: utilities and credit cards)

 

Materials to assist with this Training:

 

 Core Services

Core Payments

  • Payments, Transfers, & Deposits – these features give you control over your organizations accounts.

 

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Core Information

  • Balances, Statements, & Reports – Learn about the best ways to view your current and historical account information

 

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Cheque Pro

Cheque Pro allows you to use a cheque scanner to deposit cheques without going into the branch. During this session a client trainer will do a live demonstration of: how to set up your cheque scanner, how to create a deposit, and how to view/save reports of deposited cheques

 

 

Materials to assist with this Training:

Cheque Pro

 

 

Administration

  • Set up your Cheque Pro profile - Cheque Pro is a remote cheque deposit capturing service. In this video Administrators will learn how to give Users access and  customize the Cheque Pro profile

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Driver Download

  • Set Up the scanner - In this video you will learn how to download the drivers for your cheque scanner

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Deposit Cheques

  • For Users and Admins who have access to Cheque Pro and who have already set up their Cheque Scanner - Learn how to scan and deposit cheques using your cheque scanner

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ACH Record Manager

ACH Record Manager is an online payments service that can be used 2 different ways: (1) to make Direct Deposits for outgoing payments (payroll, vendors & suppliers etc.) or (2) to collect incoming, Preauthorized Payments (rent, Fees & dues)

Materials to assist with this Training:

ACH Record Manager

 

ACH Record Manager Reduce Blocked Files

 

ACH Record Manager Reduce T-errors

 

Part 1

  • Prepare to send payments by creating payment records and payment groups

 

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Part 2

  • How to send payments using the records and groups created in Part One

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ACH Payment Manager

The Payment Manager allows you to Add, Modify or Delete payments from an ACH payment file. This service is used in combination with ACH File Transfer and ACH Record Manager

Materials to assist with this Training:

ACH Payment Manager Pre- read

  • Add, Modify or Delete payments from an ACH payment file

 

 

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File Transfer

File Transfer is used  to upload payment files created by your 3rd party/in house account software

Materials to assist with this Training:

File Transfer Job Aid

File Transfer Reduce Blocked Files

File Transfer Reduce T Errors

  • Learn how to upload files and approve files uploaded by other Users

 

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Wire Payments

Wire payments can be sent domestically or international in 30 different currencies from your CAD or USD accounts. In this video you will learn how to send a onetime wire and how to create a saved template of a set of wire instructions

 

Materials to assist with this Training:

Wire Payments

Learn how to send Wires and save templates of Wire instructions. View details about Wire destination

 

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Payee Match

Payee Match is a cheque fraud mitigation tool. Payee Match users upload files to RBC containing cheque details. When Cheques are presented against your organization’s accounts they are “matched” to these details. Cheques that cannot be matched are flagged as exceptions.

Materials to assist with this Training:

Payee Match

 

Administration

  • How to give users access to Payee Match

 

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Basic Payee Match

  • How to use the basic functions of Payee Match: view exceptions, made decisions to pay or return, search items

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