ANB Go Business User Guide
Contents Introduction...................................................................................................................................................................................................... 3 Widgets and Workspaces ................................................................................................................................................................................. 3 Adding Widgets............................................................................................................................................................................................ 4 Moving Widgets ........................................................................................................................................................................................... 4 Resizing and Removing Widgets................................................................................................................................................................... 5 List Views .......................................................................................................................................................................................................... 6 Add, Remove, Reorder Columns .................................................................................................................................................................. 6 Sort Columns................................................................................................................................................................................................ 6 Filter Columns .............................................................................................................................................................................................. 7 Save New List Views ..................................................................................................................................................................................... 7 Accessing List Views ..................................................................................................................................................................................... 8 Set Default List Views ................................................................................................................................................................................... 8 Rename Saved List Views ............................................................................................................................................................................. 9 Delete Saved List Views................................................................................................................................................................................ 9 Canned List Views ...................................................................................................................................................................................... 10 Set Number of Items Per Page ................................................................................................................................................................... 10 Logging In ....................................................................................................................................................................................................... 11 Home Menu.................................................................................................................................................................................................... 11 Message of the Day.................................................................................................................................................................................... 12 Action Items ............................................................................................................................................................................................... 12 Account Summary Widget .............................................................................................................................................................................. 13 All Accounts Tab......................................................................................................................................................................................... 13 Drag-and-Drop Transfers....................................................................................................................................................................... 13 Viewing Account Details ........................................................................................................................................................................ 13 Assigning Nicknames to Accounts ......................................................................................................................................................... 13 Balance History Tab.................................................................................................................................................................................... 14 Account Activity Tab................................................................................................................................................................................... 15 Creating Reports Using Saved Criteria ................................................................................................................................................... 15 Running Saved Reports.......................................................................................................................................................................... 16 Export Tab.................................................................................................................................................................................................. 16 Audit Report ................................................................................................................................................................................................... 17 Electronic Reports .......................................................................................................................................................................................... 17 Payments Widget ........................................................................................................................................................................................... 18 Initiating Payments .................................................................................................................................................................................... 18 ACH Payments....................................................................................................................................................................................... 18 ACH Duplicate Detection ....................................................................................................................................................................... 20 Reversing ACH Payments....................................................................................................................................................................... 20
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