Deerwood Bank Business Online Banking Desktop User Guide

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Table of Contents Getting Started

Business Online Banking Overview.............................................................................5 Users........................................................................................................................................ 5 Recipients................................................................................................................................ 5 Transaction Type Overview..........................................................................................6 Business Online Banking Transaction Types...................................................................... 6 Logging In.......................................................................................................................7 Logging Off.............................................................................................................................. 7 Accounts Page Accounts Page Overview..............................................................................................8 Account Settings................................................................................................................... 10 Viewing and Printing a Transaction Image...............................................................11 Attaching an Image to a Transaction........................................................................12 Security Protecting Your Information......................................................................................13 General Guidelines............................................................................................................... 13 Login ID and Password........................................................................................................ 13 Fraud Prevention.................................................................................................................. 13 Alerts Overview............................................................................................................14 Edit Delivery Preferences.................................................................................................... 14 Editing Alerts................................................................................................................15 Account Alerts....................................................................................................................... 15 Security Alerts....................................................................................................................... 16 Secure Message Overview. ........................................................................................17 Sending a Secure Message.........................................................................................18 Transaction Types Moving Money Overview............................................................................................19 Transactions Transfer Funds.............................................................................................................20 Managing Transfers............................................................................................................. 22 Bill Pay Bill Pay Overview.........................................................................................................23 Creating a Payee................................................................................................................... 23 Editing a Payee...................................................................................................................... 24 Deleting a Payee................................................................................................................... 25