Revised (07/17) KeyNavigator. Quick Start Guide

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1 Revised (07/17) KeyNavigator Quick Start Guide

2 KeyNavigator Copyright 2017 by KeyBank N.A. All rights reserved. Reproduction of any part of this work beyond that permitted by Section 107 or 108 of the 1976 United States Copyright Act without the permission of the copyright owner (KeyBank) is unlawful. This publication is designed to provide accurate information about the subject matter covered. Please be aware that changes to the information may occur after the publication date. This document is designed to provide general information only and is not legal advice. If legal advice or other expert assistance is required, the services of a competent professional should be sought. KeyBank (Key) does not make warranties regarding the results obtained from the use of this information.

3 KeyNavigator Table of Contents Page 1. Introduction to KeyNavigator 4 2. Dashboard 2.1 Main Navigation QuickLinks Personalize Your Dashboard Views 7 3. KeyNavigator Site Map 12 3

4 1. Introduction to KeyNavigator KeyNavigator Welcome to KeyNavigator! Our new and improved commercial digital banking platform was built upon all the services and information previously available in Key Total Treasury. With engaging new features, KeyNavigator is designed to help clients run their business better every day by providing digital resources to: pay, collect, protect and stay informed in new and innovative ways. 4

5 KeyNavigator 2. KeyNavigator Dashboard 2.1 Main Navigation KeyNavigator s Main Navigation is organized by Categories and includes: Reporting & Research Image Research Center Information Reporting Payables Account Reconcilement ACH ACH Direct Foreign Drafts Fraud Services Loan Management Transaction Services Wires Receivables Deposit Concentration Lockbox Card Services Key2Benefits Key2Payroll Key2Prepaid File Services File Transfer Specialized Services Financial Institutions Key Accounts Manager Key2FX WIC 5

6 2.2 QuickLinks KeyNavigator QuickLinks allow users to place up to 5 direct links to their most commonly used products or tasks on their KeyNavigator Dashboard; minimizing clicks and streamlining navigation. In addition to shortcuts to tasks, reports, and services, products including Key2Purchase, Key Total Invoice & Pay, and Key Consolidated Payables are accessed via QuickLinks. 6

7 2.3 Personalize Your Dashboard Views KeyNavigator The KeyNavigator Dashboard is a customizable tool designed to help you manage your most important and common business tasks. Dashboard views can be configured and allow you the ability to quickly consume information, take action such as approve payments and visualize account information. Dashboard Views Catalog: Previous Day Accounts Balances Intraday Account Balances Intraday CDA Presentment Items to Approve Payables Receivables Liquidity Stop Payment Entry Stop Payment List *Please be aware that you may not see all 9 views. Your catalog only includes the views available to you based on your access rights. 7

8 KeyNavigator Customize your Dashboard by dragging and dropping any of the available views from your catalog to the tab area. Reorder your views by dragging the tabs at the left up or down using the 8

9 KeyNavigator Remove a view from the tabs at the left by clicking the back in your catalog. which will place it Customize a view by clicking on the in the upper right hand corner. From here, you can select accounts to display, create account groups, and customize features within that specific View. 9

10 4. KeyNavigator Site Map KeyNavigator KeyNavigator Site Map Reporting & Research Image Research Center Information Reporting Payables Account Reconcilement ACH ACH Direct Foreign Drafts Fraud Services Loan management Transaction Services Wires Receivables Deposit Concentration Lockbox File Services File Transfer Key Consolidated Payables Card Services Key Merchant Services Key2Benefits Key2Payroll Key2Prepaid Key2Purchase Specialized Services APTEXX Cash Vault Currency and Coin Order File Translator Financial Institutions Foreign Currency Exchange Foreign Exchange Web/Key2FX Key Accounts Manager KeyTotal Invoice and Pay WIC Support Contact Us Online Help Administration Self Service User Options Reporting & Research > Image Research Center Reporting & Research > Information Reporting Payables > Account Reconcilement>ARP Reports, Check Issue Maintenance, Check Issue History Payables > ACH Payables > ACH Direct Payables > Foreign Drafts Payables > Fraud Services>Positive Pay, Payment Protection Payables > Loan Management Payables > Transaction Services>Stop Payment, Book Transfer, Variable Maturity Deposit- Withdrawal Request Payables > Wires Receivables > Deposit Concentration Receivables > Lockbox File Services > File Transfer QuickLinks > File Services > Key Consolidated Payables QuickLinks > Card Services > Client Line -or- Merchant Connect Card Services > Key2Benefits Card Services > Key2Payroll Card Services > Key2Prepaid QuickLinks > Card Services > Key2Purchase QuickLinks > Specialized Services > APTEXX QuickLinks > Specialized Services > Cash Vault Currency & Coin Order QuickLinks > Specialized Services > File Translator Specialized Services > Financial Institutions QuickLinks > Specialized Services > Foreign Currency Exchange Specialized Services > Key2FX Specialized Services > Key Accounts Manager QuickLinks > Specialized Services > KeyTotal Invoice and Pay Specialized Services > WIC Support > Contact Us Support > Online Help Administration > Self Service Administration > User Options 10

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