BlueSky Bank Business Online Banking User Guide
First page
Table of contents
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Last page
Getting Started
6
Business Digital Banking Overview
6
Users
6
Recipients
6
Getting Started
7
User Enrollment
7
New User
7
Desktop
8
Accounts Page
9
Accounts Page Overview
9
Desktop
9
Desktop Account Details
10
Desktop Account Preferences
12
Edit Nickname
12
Hide Account
13
Unhide Account
13
Viewing a Transaction Image
14
Desktop
14
Attaching an Image to a Transaction
15
Desktop
15
Security
16
Protecting Your Information
16
General Guidelines
16
Login ID and Password
16
Fraud Prevention
16
Alerts Overview
17
Desktop Delivery Preferences
17
Editing Alerts
18
Security Alerts
18
Account Alerts
19
Secure Message Overview
20
Sending a Secure Message
21
Transactions
22
Transfers
22
Managing Transfers
24
Loan Payments & Transfers
25
Initiating a Transaction
25
Managing Loan Payments and Transfers
27
Transfer to a Blue Sky Customer
28
Adding a Payee
28
Deleting a Payee
29
Sending Money
30
Viewing Payment Details
31
Activity
32
Editing a Transaction
33
Deleting a Transaction
33
Dual Control Processing-
34
Viewing, Approving or Denying a Transaction
34
Desktop
34
Mobile
36
Positive Pay
37
Check Postive Pay
37
Uploading an Issuance File
38
Merchant Capture
40
Overview
40
Scanning Items
40
Repairing Items
41
Completing Deposit
42
Preferences
42
Account Transaction Exports
43
Creating a New Report
43
Deleting an Existing Report
44
Editing an Existing Report
45
Running an Existing Report
46
Services
47
Stop Payment Request
47
Single Check
47
Range of Checks
49
Statement Delivery
51
Settings
53
Changing Account Order
53
Reporting
54
Research
55
Transaction Type Overview
56
Business Online Banking Transaction Types
56
Business Banking
57
Users Overview
57
User Management Overview
58
Desktop
58
Mobile
59
Adding a New User
60
Part 1 of 4: Establishing Transaction Type Entitlements
62
Part 2 of 4: Disabling a Transaction Type
63
Part 3 of 4: Editing Approval Limits for a Transaction Type
64
Part 4 of 4: Dual Control
65
Editing an Existing User’s Entitlements
66
Recipient Overview
67
Adding a Recipient
68
ACH Only - Recipient Account Detail
69
ACH & Wire - Receiving Bank Detail
71
ACH & Wire - Receiver and Intermediary Detail
74
Domestic Wires Only - Receiving Bank Detail
75
Domestic Wires Only - Receiver and Intermediary Detail
77
International Wires Only - Beneficiary Bank Detail
78
International Wires Only - Receiver and Intermediary Detail
80
Review
81
Editing a Recipient
82
Deleting a Recipient
83
Creating a Batch Payee List
84
Desktop
86
Mobile
88
Importing a Batch from File
90
Import ACH File
90
Import Delimited File
92
Import Fixed Length File
96
Creating a New Payment
99
Create a Payment
99
One-time Payment
102
Make Batch Payment
103
ACH Batch Upload
106
Editing a Batch
110
Deleting a Batch
111
Pay Again
112
Pending
113
Deleting a Transaction
114
Viewing, Approving or Denying a Transaction
115
Desktop
115
Mobile
117
Account Reporting
118
Creating a New Report
118
Deleting an Existing Report
119
Editing an Existing Report
120
Running an Existing Report
121
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