First Independent Bank Online and Mobile Banking Business Us

First page Table of contents Next page Last page
Getting Started4
Online and Mobile Business Banking4
Sub-Users4
Companies4
Transaction Type Overview5
Logging In6
Multi-Factor Authentication8
Logging Off9
Duo Mobile10
Sub-Users12
Sub-Users Overview12
Sub-Users Overview13
Adding a New Sub-User14
Editing a Sub-User16
Part 1: Editing Sub-User Access17
Part 2: Editing Sub-User Limits18
Part 3: Editing Sub-User Authentication19
Deleting a Sub-User20
Company Management21
Company Management Overview21
Adding a Participant to an Existing Company22
Uploading Participants24
Editing a Company26
ACH27
New ACH Batch27
Part 1: Creating an ACH Batch27
Part 2: Adding an Existing Participant29
Part 3: Adding a Detail Record30
Part 4: Finalizing the ACH Batch32
Part 5: Scheduling the ACH Batch33
Part 6: Reviewing the ACH Batch35
Part 7: Multi-Factor Authentication36
Creating an ACH Template37
Part 1: Creating an ACH Template37
Part 2: Adding an Existing Participant39
Part 3: Adding a Detail Record40
Part 4: Finalizing an ACH Template42
Part 5: Reviewing an ACH Template43
Initiating a Template44
Part 1: Initiating a Template44
Part 2: Scheduling an ACH Batch46
Part 3: Reviewing an ACH Batch48
Part 4: Multi-Factor Authentication49
Editing an ACH Template50
Deleting an ACH Template51
ACH File Upload52
Creating a Template for Delimiter-Separated File Uploads54
Editing a Template for Delimiter Separated File Uploads56
Deleting a Template for Delimiter Separated File Uploads57
Uploading a Delimiter Separated File58
Editing an ACH Batch61
Deleting an ACH Batch62
Approving an ACH Batch63
Reversing an ACH Batch64
NOCS/Returns66
To Correct a NOC66
To Mark a Return as Reviewed68
Reports69
Creating a New Report69
Running an Existing Report70
Editing a Report71
Deleting a Report72
Alerts73
Alerts Overview73
Custom Alerts74
Business Banking Alerts75
Security Alerts76
Turning Alerts On and Off77
Editing or Deleting Alerts78
Previous Alerts79

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