Branson Bank Digital Banking Business User Guide

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Table of Contents Getting Started

Business Digital Banking Overview.............................................................................6 Sub-Users................................................................................................................................ 6 Transaction Type Overview .........................................................................................7 Logging In.......................................................................................................................8 Logging Off ............................................................................................................................. 9 DUO Mobile .......................................................................................................................... 12 Accounts Dashboard Overview..................................................................................................14 Sub-Users Sub-Users Overview ...................................................................................................16 Sub-Users Overview ............................................................................................................ 17 Adding a New Sub-User ...................................................................................................... 18 Linking Sub-Users to a Company....................................................................................... 20 Removing a Sub-User from a Company............................................................................ 22 Editing a Sub-User ......................................................................................................24 Part 1: Editing Sub-User Access.......................................................................................... 25 Part 2: Editing Sub-User Limits........................................................................................... 26 Part 3: Editing Sub-User Authentication ........................................................................... 27 Deleting a Sub-User....................................................................................................28 Adding Participant to an Existing Company ............................................................29 Uploading Participants........................................................................................................ 31 ACH New ACH Batch ...........................................................................................................32 Part 1: Creating an ACH Batch............................................................................................ 32 Part 2: Adding an Existing Participant ............................................................................... 34 Part 3: Adding a Detailed Record ....................................................................................... 35 Part 4: Finalizing the ACH Batch......................................................................................... 37 Part 5: Scheduling the ACH Batch...................................................................................... 38 Part 6: Reviewing the ACH Batch ....................................................................................... 39 Part 7: Multi-Factor Authentication ................................................................................... 40 Creating an ACH Template ........................................................................................41 Part 1: Creating an ACH Template ..................................................................................... 41 Part 2: Adding an Existing Participant ............................................................................... 43 Part 3: Adding a Detail Record ........................................................................................... 44 Part 4: Finalizing an ACH Template.................................................................................... 46 Part 5: Reviewing an ACH Template .................................................................................. 47