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 Sub-Users Sub-Users Overview....................................................................................................14 Sub-Users Overview............................................................................................................. 15 Adding a New Sub-User....................................................................................................... 16 Linking Sub-Users to a Company....................................................................................... 18 Removing a Sub-User from a Company............................................................................ 20 Editing a Sub-User.......................................................................................................22 Part 1: Editing Sub-User Access.......................................................................................... 23 Part 2: Editing Sub-User Limits........................................................................................... 24 Part 3: Editing Sub-User Authentication............................................................................ 25 Deleting a Sub-User....................................................................................................26 Adding Participant to an Existing Company.............................................................27 Uploading Participants........................................................................................................ 29 ACH New ACH Batch............................................................................................................30 Part 1: Creating an ACH Batch............................................................................................ 30 Part 2: Adding an Existing Participant................................................................................ 32 Part 3: Adding a Detailed Record....................................................................................... 33 Part 4: Finalizing the ACH Batch......................................................................................... 35 Part 5: Scheduling the ACH Batch...................................................................................... 36 Part 6: Reviewing the ACH Batch........................................................................................ 37 Part 7: Multi-Factor Authentication.................................................................................... 38 Creating an ACH Template.........................................................................................39 Part 1: Creating an ACH Template...................................................................................... 39 Part 2: Adding an Existing Participant................................................................................ 41 Part 3: Adding a Detail Record............................................................................................ 42 Part 4: Finalizing an ACH Template.................................................................................... 44 Part 5: Reviewing an ACH Template................................................................................... 45 Initiating a Template...................................................................................................46 Part 1: Initiating a Template................................................................................................ 46 Part 2: Scheduling an ACH Batch........................................................................................ 48