Deerwood Bank Business Online Banking Desktop User Guide
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Table of contents
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Getting Started
7
Business Online Banking Overview
7
Users
7
Recipients
7
Transaction Type Overview
8
Business Online Banking Transaction Types
8
Logging In
9
Logging Off
9
Accounts Page
10
Accounts Page Overview
10
Account Settings
12
Viewing and Printing a Transaction Image
13
Attaching an Image to a Transaction
14
Security
15
Protecting Your Information
15
General Guidelines
15
Login ID and Password
15
Fraud Prevention
15
Alerts Overview
16
Edit Delivery Preferences
16
Editing Alerts
17
Account Alerts
17
Security Alerts
18
Secure Message Overview
19
Sending a Secure Message
20
Transaction Types
21
Moving Money Overview
21
Transactions
22
Transfer Funds
22
Managing Transfers
24
Bill Pay
25
Bill Pay Overview
25
Creating a Payee
25
Editing a Payee
26
Deleting a Payee
27
Making a New Payment
28
Editing a Payment
29
Deleting a Payment
31
Business Banking
32
Users Overview
32
User Management Overview
33
Adding a New User
34
Part 1 of 3: Establishing Transaction Type Entitlements
36
Part 2 of 3: Disabling a Transaction Type
37
Part 3 of 3: Editing Approval Limits for a Transaction Type
38
Editing an Existing User’s Entitlements
39
Recipient Overview
40
Part 1 of 4: Adding a Recipient
41
Part 2 of 4: ACH Only- Entering Information
42
Part 3 of 4: Domestic Wires Only- Receiving Bank Detail
43
Part 4 of 4: Domestic Wires Only- Intermediary Detail
45
Editing a Recipient
46
Deleting a Recipient
47
Creating a Batch Payee List
48
Importing a Batch from File
52
Import ACH File
52
Import Delimited File
54
Import Fixed Length File
58
Creating a New Payment
61
Create a Payment
61
Make Batch Payment
64
Import Batch Payee List
67
Editing a Batch
69
Deleting a Batch
70
Activity
71
Viewing, Approving or Denying a Transaction
72
Single Transaction
72
Services
74
Reordering Checks
74
Statement Delivery
75
Statements
76
Advanced Search
77
Settings
78
Settings
78
Changing Account Order
78
Locations
79
Branches and ATMs
79
Branches
79
ATMs
80
Contact Us
81
Important Phone Numbers
81
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