Banner Bank Business Mobile Remote Deposit User Guide

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Table of Contents Getting Started

Introduction...................................................................................................................3 Supported Hardware and Software .................................................................................... 3 User Terminology .................................................................................................................. 5 Accessing the Application ..................................................................................................... 5 Session Timeouts................................................................................................................... 6 Available Resources............................................................................................................... 6 Using the Mobile App Logging In to the Mobile App ......................................................................................7 Mobile Solution Privileges and Roles ................................................................................. 7 Register Your Secure Token.................................................................................................. 9 Making a Mobile Deposit ...........................................................................................10 Viewing Mobile Deposit History ................................................................................13 Administration Administrator Overview .............................................................................................14 Logging In: Admin User ..............................................................................................15 Updating the Admin Profile................................................................................................ 16 Add a User ...................................................................................................................17 User Troubleshooting Tips ................................................................................................. 17 Edit, Manage and Delete Users, and Reset Passwords ..........................................20 Unlocking a User Profile.............................................................................................21 Listing Deleted Profiles ....................................................................................................... 22 Password Changes (User) ..........................................................................................23 Transaction Status Summary ....................................................................................24 Transaction Status Report ........................................................................................26 Working with Deposits ...............................................................................................28 Voiding a Transaction ......................................................................................................... 28 Editing a Transaction Amount ........................................................................................... 30 Editing an Effective Date for a Transaction ...................................................................... 31 Reporting The Reports Page........................................................................................................32 Using the Report Builder Utility ................................................................................33 Report Results ...................................................................................................................... 36 Additional Reports ......................................................................................................37 Deposit Results ................................................................................................................... 37 Credits and Debits PDF Report .......................................................................................... 38 Standard Reports................................................................................................................. 39