A Quick and Easy Guide to InBusiness Lite Banking NMBT

First page Table of contents Next page Last page
Getting Started6
InBusiness Lite Overview6
Users6
Recipients6
InBusiness Lite Transaction Types7
Transaction Type Overview7
Administration8
Users Overview8
User Management Overview9
Adding a New User10
Part 1 of 5: Establishing Transaction Type Rights11
Part 2 of 5: Disabling a Transaction Type12
Part 3 of 4: Editing Approval Limits for a Transaction Type13
Part 4 of 5: Establishing Rights to Access Features14
Part 5 of 5: Establishing Rights to Access Features15
Editing an Existing User’s Rights16
Deleting a User17
Transactions18
Recipient Overview18
Part 1 of 4: Adding a Recipient19
Part 2 of 4: Recipient Account Detail20
Part 3 of 4: Beneficiary FI Detail21
Part 4 of 4: Intermediary FI Detail22
Editing a Recipient23
Editing a Recipient’s Templates25
Deleting a Recipient26
Payment Template Overview27
Creating a New Payment or Template28
Part 1 of 6: Selecting A Transaction Type28
Part 2 of 6: Info & Users29
Part 3.1 of 6: Single-Recipient & Amount30
Part 3.2 of 6: Multiple-Recipients & Amounts34
Part 4 of 6: Import a File into a Template37
Part 5 of 6: Account38
Part 6 of 6: Review & Submit39
ACH39
Wires39
Viewing, Approving or Canceling a Transaction41
Single Transaction41
Multiple Transactions42
Splitting a Payment43
Editing or Using a Template46
Deleting a Template47
Payment From File48
Tax Payment50
Mobile Authorizations52
Positive Pay54
Introduction54
Add a Check Confirmation55
Managing Exceptions56
Advanced Positive Pay58
Introduction58
Quick Exception Processing59
To Upload an Issued Check File61
Manually Enter a Check62
Void a Check63
Managing Exceptions64
Outstanding Issued Checks66
Issued Check File Processing Log67
ACH Reporting68
Account Reconciliation69
ACH Returns/NOC Report70
Positive Pay & ACH Reporting User Setup71
Link Positive Pay and ACH Reporting Accounts to a User74
ACH Authorization Rules Setup75

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