Deerwood Bank Business Online Banking Desktop User Guide

Getting Started7
Business Online Banking Overview7
Users7
Recipients7
Transaction Type Overview8
Business Online Banking Transaction Types8
Logging In9
Logging Off9
Accounts Page10
Accounts Page Overview10
Account Settings12
Viewing and Printing a Transaction Image13
Attaching an Image to a Transaction14
Security15
Protecting Your Information15
General Guidelines15
Login ID and Password15
Fraud Prevention15
Alerts Overview16
Edit Delivery Preferences16
Editing Alerts17
Account Alerts17
Security Alerts18
Secure Message Overview19
Sending a Secure Message20
Transaction Types21
Moving Money Overview21
Transactions22
Transfer Funds22
Managing Transfers24
Bill Pay25
Bill Pay Overview25
Creating a Payee25
Editing a Payee26
Deleting a Payee27
Making a New Payment28
Editing a Payment29
Deleting a Payment31
Business Banking32
Users Overview32
User Management Overview33
Adding a New User34
Part 1 of 3: Establishing Transaction Type Entitlements36
Part 2 of 3: Disabling a Transaction Type37
Part 3 of 3: Editing Approval Limits for a Transaction Type38
Editing an Existing User’s Entitlements39
Recipient Overview40
Part 1 of 4: Adding a Recipient41
Part 2 of 4: ACH Only- Entering Information42
Part 3 of 4: Domestic Wires Only- Receiving Bank Detail43
Part 4 of 4: Domestic Wires Only- Intermediary Detail45
Editing a Recipient46
Deleting a Recipient47
Creating a Batch Payee List48
Importing a Batch from File52
Import ACH File52
Import Delimited File54
Import Fixed Length File58
Creating a New Payment61
Create a Payment61
Make Batch Payment64
Import Batch Payee List67
Editing a Batch69
Deleting a Batch70
Activity71
Viewing, Approving or Denying a Transaction72
Single Transaction72
Services74
Reordering Checks74
Statement Delivery75
Statements76
Advanced Search77
Settings78
Settings78
Changing Account Order78
Locations79
Branches and ATMs79
Branches79
ATMs80
Contact Us81
Important Phone Numbers81

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