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HERITAGE DIRECT

Corporate Resources

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Heritage Direct Resources

See below for user guides and videos to assist in your transition to Heritage Direct.
There are also training webinars available for your reference.
 

User Guides

Helpful user guides with step by step directions and screenshots to assist you.

First-Time Login

First-Time Login
Click on the image to open the user guide in PDF format.

Navigation

Navigation
Click on the image to open the user guide in PDF format.

Transfers

Transfers
Click on the image to open the user guide in PDF format.

Recurring Payments & Transfers

 Recurring Payments & Transfers
Click on the image to open the user guide in PDF format.

Account and Transaction View

Account and Transaction View
Click on the image to open the user guide in PDF format.

ACH Payments

ACH Payments
Click on the image to open the user guide in PDF format.

ACH File Import

ACH File Import
Click on the image to open the user guide in PDF format.

ACH Positive Pay

ACH Positive Pay
Click on the image to open the user guide in PDF format.

Domestic Wires

Domestic Wires
Click on the image to open the user guide in PDF format.

International Wires

International Wires
Click on the image to open the user guide in PDF format.

Stop Payments

Stop Payments
Click on the image to open the user guide in PDF format.

Stop Payment Issue Upload

Stop Payment Issue Upload
Click on the image to open the user guide in PDF format.

Positive Pay

Positive Pay
Click on the image to open the user guide in PDF format.

Transaction Images

Transaction Images
Click on the image to open the user guide in PDF format.

Reporting

Balance & Transaction Reporting
Click on the image to open the user guide in PDF format.

Reports Management

Reports Management
Click on the image to open the user guide in PDF format.

Legacy Reports

Legacy Reports
Click on the image to open the user guide in PDF format.

Download & Export

Download & Export
Click on the image to open the user guide in PDF format.

Online Statements

Online Statements Guide
Click on the image to open the user guide in PDF format.

Alerts

Alerts Center
Click on the image to open the user guide in PDF format.

User Maintenance

User Maintenance
Click on the image to open the user guide in PDF format.

Quicken & QuickBooks

Quicken & QuickBooks
Click on the image to navigate to the transition page.

 
 
 

Videos

Instruction videos to guide you through Heritage Direct.

First-Time Login

Accessing the System for the First Time
Click on the image above to open the video.

Adding & Managing Widgets

Adding & Managing Widgets
Click on the image above to open the video.

Customizing List Views

Customizing List Views
Click on the image above to open the video.

Transfers

Processing an Account Transfer
Click on the image above to open the video.

ACH Templates

Creating an ACH Template
Click on the image above to open the video.

ACH Batch Processing

Processing an ACH Batch
Click on the image above to open the video.

NACHA Files

Importing A NACHA File
Click on the image above to open the video.

Wires

Processing a Wire Transfer
Click on the image above to open the video.

Stop Payments

Placing a Stop Payment
Click on the image above to open the video.

Positive Pay

Creating a Single Positive Pay Issue
Click on the image above to open the video.

Positive Pay Exceptions

Decisioning Positive Pay Exceptions
Click on the image above to open the video.

Importing a Positive Pay Issue

Importing a Positive Pay Issue
Click on the image above to open the video.

Exports

Exporting Information from the System
Click on the image above to open the video.

Online Statements

Online Statements Video
Click on the image above to open the video.

Alerts

Creating an Alert
Click on the image above to open the video.

User Maintenance

Managing User Permissions
Click on the image above to open the video.

One-Time Passcodes

Setting Up One-Time Passcodes
Click on the image above to open the video.

Creating New Contacts

Creating New Contacts
Click on the image above to open the video.

 
 
 

Training Webinars

Please watch these pre-recorded webinars to learn more about Heritage Direct.
System Navigation
Admin and Settings
Payments & Transfers
Reporting
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