A Quick and Easy Guide to InBusiness Lite Banking FBT

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Advanced Positive Pay

Positive Pay & ACH Reporting User Setup In order for users to access Positive Pay and ACH Reporting functionality, an additional User ID must be created and linked to their online banking account.

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Click the New Client Setup tab, then User Setup (Client) . 1. Click the “Add New” link. 2. In the Contact Information tab, enter the user’s name, email address and phone number. If a user does not want to receive emails or text messages from us, check either the “Exclude From Email” box or the “Do Not Sent Text Messages” box 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6 7c 8c 9c 10d

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Advanced Positive Pay: Positive Pay & ACH Reporting User Setup J3

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