Business Online Banking User Guide PSB Bank

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Getting Started	3
Transaction Type Overview	8
Logging In	9
Multi-Factor Authentication	11
Logging Off	12
Duo Mobile	13
Resetting a Forgotten Password	15
Retrieve a Forgotten Username	16
Accounts	17
Dashboard Overview	17
Account Details Overview	19
Transaction Details	21
Adding a New Account	23
Editing Favorite Accounts	27
Organize Dashboard	28
Reorder Accounts	28
Rename Accounts	29
Hide/Unhide Accounts	30
Hide/Unhide Dashboard Tiles	31
App Appearance	32
Favorite Payees	33
Selecting Favorite Payees	33
Security	34
Protecting Your Information	34
General Guidelines	34
Login ID and Password	34
Fraud Prevention	34
Login Settings	35
Change Username	35
Change Password	36
Change Security Questions	37
Recent Logins	38
Mobile Security Preferences	39
Enabling Biometric Sign-In	39
Enabling FaceID	40
Enabling PIN Login	41
Auto-Login	42
Alerts	43
Alerts Overview	43
Custom Alerts	44
Business Banking Alerts	45
Security Alerts	46
Turning Alerts On and Off	47
Editing or Deleting Alerts	48
Previous Alerts	49
Move Money	50
Move Money Overview	50
Bill Pay Enrollment	52
Change or Add Accounts to Bill Pay	54
Adding a Payee	55
Person to Person Payee	55
Bill Pay Payee - Company	57
Bill Pay Payee - Individual	59
Favoriting a Payee	62
Editing a Payee	63
Deleting a Payee	64
New Transaction	65
Transferring Money Between Your Accounts	65
Making a Loan Payment	67
Transferring Money to Another Person (P2P)	69
Making a Bill Pay Payment - Company - Standard Delivery	71
Making a Bill Pay Payment - Company - Rush Delivery	73
Making a Bill Pay Payment - Individual	75
Editing Transfers/Payments	77
Deleting Transfers/Payments	78
Deposit Checks	79
Remote Deposit	79
Manage Cards	80
Turn Card On or Off	80
Card Name	81
Card Alert	82
Temporary Spending Limit Increase	83
Change PIN	84
Report Lost or Stolen Card	85
Travel Notification	86
Enable Automatic On/Off	88
Google Pay/Apple Pay	90
Reports	91
Creating a New Report	91
Running an Existing Report	92
Editing a Report	93
Deleting a Report	94
Services	95
Locations	95
Secure Message Overview	96
Sending a Secure Message	97
Submit a Form	98
Documents	99
Document Enrollment	99
Viewing Documents	100
Settings	101
Contact Settings	101
Adding a New Phone	101
Editing a Phone	102
Deleting a Phone	103
Editing an Email Address	104
Sub-Users	105
Sub-Users Overview	105
Linking Sub-Users To a Company	109
Removing a Sub-User From a Company	111
Editing a Sub-User	113
Part 1: Editing Sub-User Access	114
Deleting a Sub-User	116
Company Management	117
Company Management Overview	117
Adding a Participant to an Existing Company	123
Editing a Company	126
ACH	127
New ACH Batch	127
Part 1: Creating an ACH Batch	127
Part 2: Adding an Existing Participant	129
Part 6: Reviewing the ACH Batch	134
Creating an ACH Template	136
Part 1: Creating an ACH Template	136
Part 2: Adding an Existing Participant	138
Initiating a Template	143
Part 1: Initiating a Template	143
Part 3: Reviewing an ACH Batch	146
Editing an ACH Template	148
Deleting an ACH Template	149
ACH File Upload	150
Deleting a Template for Delimiter Separated File Uploads	155
Editing an ACH Batch	159
Deleting an ACH Batch	160
Approving an ACH Batch	161
Reversing an ACH Batch	162
Positive Pay	164
Introduction	164
Manually Add a Check	165
Check Upload Templates	167
Fixed Length Template	167
Delimiter Separated Template	169
Edit Upload Templates	171
Manually Add Checks Via Upload	173
Void Previously Issued Items	176
Managing Exceptions	177
Historical Decisions	179
Filters	180
Add Email Address to Receive Notifications	180
Add an Allowed Company	181
Manage Allowed Companies	182
Actions for Unlisted Companies	183
Block an ACH Item	184
Manage Blocked Items	185
Manage Watch List	186

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