Business Online Banking User Guide PSB Bank

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Reports Creating a New Report ...............................................................................................91 Running an Existing Report .......................................................................................92 Editing a Report...........................................................................................................93 Deleting a Report ........................................................................................................94 Services Locations......................................................................................................................95 Secure Message Overview .........................................................................................96 Sending a Secure Message ........................................................................................97 Submit a Form...................................................................................................................... 98 Documents ..................................................................................................................99 Document Enrollment......................................................................................................... 99 Viewing Documents.......................................................................................................... 100 Settings Contact Settings ....................................................................................................... 101 Adding a New Phone ........................................................................................................ 101 Editing a Phone ................................................................................................................. 102 Deleting a Phone............................................................................................................... 103 Editing an Email Address ................................................................................................. 104 Sub-Users 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 Company Management Overview ......................................................................... 117 Adding a Participant to an Existing Company ...................................................... 123 Editing a Company................................................................................................... 126 ACH 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