Bank of Hillsboro Business Online Banking Guide

First page Table of contents Next page Last page
Getting Started7
Business Online Banking Overview7
Companies7
Transaction Type Overview8
Logging In9
Logging Off10
Multi-Factor Authentication11
Logging Off12
DUO Mobile13
ACH15
New ACH Batch15
Part 1: Creating an ACH Batch15
Part 2: Adding an Existing Participant17
Part 3: Adding a Detailed Record18
Part 4: Finalizing the ACH Batch20
Part 5: Scheduling the ACH Batch21
Part 6: Reviewing the ACH Batch22
Part 7: Multi-Factor Authentication23
Creating an ACH Template24
Part 1: Creating an ACH Template24
Part 2: Adding an Existing Participant26
Part 3: Adding a Detail Record27
Part 4: Finalizing an ACH Template29
Part 5: Reviewing an ACH Template30
Initiating a Template31
Part 1: Initiating a Template31
Part 2: Scheduling an ACH Batch33
Part 3: Reviewing an ACH Batch34
Part 4: Multi-Factor Authentication35
Editing an ACH Template36
Deleting an ACH Template37
ACH File Upload38
Creating a Template for Delimiter Separated File Uploads40
Editing a Template for Delimiter Separated File Uploads42
Deleting a Template for Delimiter Separated File Uploads43
Uploading a Delimiter Separated File44
Editing an ACH Batch47
Deleting an ACH Batch48
Approving an ACH Batch49
Reversing an ACH Batch50
Wires52
New Domestic Wire52
Part 1: Recipient Information53
Part 2: (Optional) Beneficiary and Intermediary Institutions54
Part 3: Schedule Wire Payment55
Part 4: Review Wire Payment56
Part 5: Multi-Factor Authentication57
Creating a Domestic Wire Template58
Part 1: Recipient Information58
Part 2: (Optional) Beneficiary and Intermediary Institutions60
Part 3: Template Name61
Part 4: Review Wire Template62
Initiating a Template63
Part 1: Initiating a Template63
Part 2: Scheduling a Wire64
Part 3: Reviewing a Wire65
Editing a Wire Template66
Deleting a Wire Template68
Editing a Wire69
Deleting a Wire70
Approving a Wire71
Rejecting a Wire72
Wire History73
Positive Pay74
Introduction74
Manually Add a Check75
Check Upload Templates77
Fixed Length Template77
Delimiter Separated Template79
Edit Upload Templates81
Manually Add Checks Via Upload83
Managing Exceptions86
Historical Decisions88
Filters89
Add Email Address to Receive Notifications89
Add an Allowed Company90
Manage Allowed Companies91
Actions for Unlisted Companies92
Block an ACH Item93
Manage Blocked Items94
Manage Watch List95
Manage Watch List96
Reports97
Creating a New Report97
Running an Existing Report98
Editing a Report99
Deleting a Report100
Alerts101
Alerts Overview101
Custom Alerts102
Business Banking Alerts103
Security Alerts104
Turning Alerts On and Off105
Autobooks106
Overview106
Send an Invoice107
Send a Recurring Invoice109
Edit Invoice Draft111
Mark Invoice as Paid112
Copy Invoice114
Email Invoice116
Cancel Invoice117
Edit Recurring Schedule118
Pause Recurring Schedule120
Resume Recurring Schedule121
Cancel Recurring Schedule122
Export Invoices123
New Estimate124
Edit an Estimate126
Email an Estimate128
Create an Invoice from an Estimate129
Cancel an Estimate131
Export Estimates132
Add a Customer133
Import Customers134
Export Customers135
Edit a Customer136
Archive a Customer138
Invoice Balance Details140
New Product/Service141
Edit Product/Service142
Delete Product/Service144
Invoice Settings145
Edit Invoice Reminders and Fees146
Payment Form Settings148
Share Your Payment Form Link149
Email Your Payment Form Link150
Payments151
Refund a Payment152
Cancel a Payment153
Reports154
Editing or Deleting Alerts155
Previous Alerts156

Made with FlippingBook Annual report maker