Devon Bank Devon Connect Business Desktop Guide

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Getting Started	6
Devon Connect for Business Overview	6
Users	6
Recipients	6
Transaction Type Overview	7
Devon Connect for Business Transaction Types	7
Business Banking	8
Users Overview	8
User Management Overview	9
Adding a New User	10
Part 1 of 4: Establishing Transaction Type Entitlements	12
Part 2 of 4: Disabling a Transaction Type	13
Part 3 of 4: Editing Approval Limits for a Transaction Type	14
Part 4 of 4: Dual Control	15
Editing an Existing User’s Entitlements	16
Recipient Overview	17
Adding a Recipient	18
ACH Only - Entering Information	19
Domestic Wires Only - Receiving Bank Detail	21
Domestic Wires Only - Receiver and Intermediary Detail	23
International Wires Only - Beneficiary Bank Detail	24
International Wires Only - Receiver and Intermediary Detail	26
Review	28
Editing a Recipient	29
Deleting a Recipient	30
Creating a Batch Payee List	31
Importing a Batch from File	35
Import ACH File	35
Import Delimited File	37
Import Fixed Length File	41
Creating a New Payment	44
Create a Payment	44
ACH Batch Upload	47
Submitting ACH Confirmation	51
Editing a Batch	52
Deleting a Batch	53
Pay Again	54
Activity	55
Editing a Transaction	56
Deleting a Transaction	57
Viewing, Approving or Denying a Transaction	58
Account Reporting	60
Creating a New Report	60
Deleting an Existing Report	61
Editing an Existing Report	62
Running an Existing Report	63