Five Star Bank Digital Banking Business Banking User Guide
5-11-21
220 LibeeyStreet, Warsaw, NY 14569 877-226-5578
Visit us at: www.Five-Starbank.com
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Insurance and investment products and services are not FDIC Insured, are not a deposit or bank guaranteed, are not insured by any Federal governmental agency, and are subject to investment risks, including possible loss of the principal invested. Insurance products may be provided by SDN Insurance Agency, LLC, an affiliate of Five Star Bank. Investment products may be provided by Courier Capital, LLC, or HNP Capital, LLC, affiliates of Five Star Bank.
Five Star Bank, Member FDIC
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II
Five Star Bank, Member FDIC
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Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.
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Five Star Bank, Member FDIC
Getting Started
Welcome to Business Digital Banking with Five Star Bank! Whether at home or at the office, from a mobile phone, tablet or laptop, we strive to make your Digital Banking experience easy and convenient. By adding powerful commercial products and features, Five Star Bank provides you with the complex tools your business needs to achieve its goals. Although our Business Digital Banking shares similar features with our personal accounts, this guide is meant to help you through only business features. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the online banking process. If you have additional questions, contact us at 1-877-226-5578.
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Five Star Bank, Member FDIC
Table of Contents Getting Started
Business Digital Banking Overview.............................................................................6 Users........................................................................................................................................ 6 Subsidiaries............................................................................................................................. 6 Recipients................................................................................................................................ 6 Business Digital Banking Transaction Types ...................................................................... 7 New User Enrollment....................................................................................................8 Logging In.....................................................................................................................10 Logging Off............................................................................................................................ 10 Move Money Mobile Deposits ..........................................................................................................11 Digital Banking Activity Overview..............................................................................12 Using Filters........................................................................................................................... 13 Creating or Deleting Custom Views Using Favorites........................................................ 13 Editing Transactions............................................................................................................. 14 Canceling Transactions........................................................................................................ 15 Business Users Overview............................................................................................................16 User Management Overview. ............................................................................................. 17 Adding a New User .............................................................................................................. 18 Part 1 of 5: Establishing Transaction Type Rights............................................................. 19 Part 2 of 5: Disabling a Transaction Type.......................................................................... 20 Part 3 of 5: Editing Approval Limits for a Transaction Type............................................ 21 Part 4 of 5: Establishing Rights to Access Features.......................................................... 22 Part 5 of 5: Establishing Rights to Access Accounts. ........................................................ 23 Editing an Existing User’s Rights................................................................................24 Deleting a User. ...........................................................................................................25 Recipient Overview......................................................................................................26 ACH Only- Part 1 of 2: Adding a Recipient......................................................................... 27 ACH Only- Part 2 of 2: Recipient Account Detail............................................................... 28 ACH & Wire- Part 1 of 4: Adding a Recipient..................................................................... 29 ACH & Wire- Part 2 of 4: Beneficiary Financial Institution Detail.................................... 30 ACH & Wire- Part 3 of 4: Intermediary Financial Institution Detail. ............................... 31 ACH & Wire- Part 4 of 4: Recipient Account Detail........................................................... 32 Wires Only (Domestic) - Part 1 of 4: Adding a Recipient.................................................. 33 Wires Only (Domestic)- Part 2 of 4: Beneficiary Financial Institution Detail. ................ 34 Wires Only (Domestic)- Part 3 of 4: Intermediary Financial Institution Detail.............. 35 Wires Only (Domestic)- Part 4 of 4: Recipient Account Detail......................................... 36 Wires Only (International)- Part 1 of 4: Adding a Recipient............................................. 37
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Wires Only (International)- Part 2 of 4: Beneficiary Financial Institution Detail. .......... 38 Wires Only (International)- Part 3 of 4: Intermediary Financial Institution Detail........ 39 Wires Only (International)- Part 4 of 4: Recipient Account Detail................................... 40 Editing a Recipient.......................................................................................................41 Editing a Recipient’s Templates.......................................................................................... 42 Deleting a Recipient. ...................................................................................................43 Subsidiary Overview....................................................................................................44 Adding a Subsidiary. ............................................................................................................ 45 Editing a Subsidiary.....................................................................................................46 Deleting a Subsidiary. .................................................................................................47 Payment Template Overview.....................................................................................48 Creating a Template....................................................................................................49 ACH Batch.............................................................................................................................. 50 ACH Collection...................................................................................................................... 52 Payroll.................................................................................................................................... 54 Domestic Wire. ..................................................................................................................... 56 International Wire. ............................................................................................................... 58 Sending a Single Payment..........................................................................................60 ACH Batch.............................................................................................................................. 60 ACH Collection...................................................................................................................... 63 Payroll.................................................................................................................................... 66 Domestic Wire. ..................................................................................................................... 68 International Wire. ............................................................................................................... 70 Splitting a Payment.............................................................................................................. 72 Payment From File. .....................................................................................................73 Viewing, Approving or Canceling a Transaction. .....................................................75 Single Transaction................................................................................................................ 75 Multiple Transactions. ......................................................................................................... 76 Editing or Using a Template.......................................................................................77 Deleting a Template....................................................................................................78 ACH Pass-Thru.............................................................................................................79 Bill Pay Bill Pay Overview . .......................................................................................................80 Bill Pay Enrollment............................................................................................................... 80 Creating a Payee..........................................................................................................81 Editing a Payee...................................................................................................................... 83 Deleting a Payee................................................................................................................... 84 Changing “Pay From” Accounts........................................................................................... 85 Making a Single Payment. ..........................................................................................86 Paying Multiple Bills....................................................................................................87 Payment Activity..........................................................................................................88 Cancel a Pending Payment.........................................................................................89
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Five Star Bank, Member FDIC
Visit the Bill Pay Site Payments Overview. ...................................................................................................90 Hiding or Unhiding Payees from Payment Screen........................................................... 91 Creating a Payee Overview. .......................................................................................92 Creating a Payee: Company.......................................................................................93 Creating a Payee: Person............................................................................................95 Part 1 of 3: Choosing Payee and Payment Method. ........................................................ 95 Part 2 of 3: Adding Payee Information. ............................................................................. 96 Part 3 of 3: Keyword (Email Only) and One-Time Activation Code................................. 97 Editing a Payee.............................................................................................................98 Deleting a Payee..........................................................................................................99 Scheduling Payments............................................................................................... 100 Recurring Payments................................................................................................. 101 Editing Payments...................................................................................................... 102 Skipping Payments................................................................................................... 103 Canceling Payments................................................................................................. 104 Setting Up eBills........................................................................................................ 105 Adding an Account................................................................................................... 106 Editing an Account.................................................................................................... 107 Deleting an Account................................................................................................. 108 Editing Personal Information.................................................................................. 109 Editing Alerts............................................................................................................. 110 Categories. ................................................................................................................ 111 Editing a Category. ................................................................................................... 112 Deleting a Category.................................................................................................. 113 Positive Pay Introduction. ............................................................................................................. 114 Quick Exception Processing.................................................................................... 115 To Upload an Issued Check File.............................................................................. 117 Manually Enter a Check........................................................................................... 118 Void a Check.............................................................................................................. 119 Managing Exceptions............................................................................................... 120 Outstanding Issued Checks..................................................................................... 122 Issued Check File Processing Log........................................................................... 123 ACH Reporting. ......................................................................................................... 124 Account Reconciliation. ........................................................................................... 125 ACH Returns/NOC Report. ...................................................................................... 126 ACH Authorization Rules Setup.............................................................................. 127
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Settings Mobile Authorizations. ............................................................................................ 128 Accessibility............................................................................................................... 130 Online Services Stop Payment Request. ........................................................................................... 131 Single Check ...................................................................................................................... 131 Multiple Checks . ............................................................................................................... 132 Locations Branches and ATMs. ................................................................................................ 133
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Five Star Bank, Member FDIC
Getting Started
Business Digital Banking Overview
Whether you’re an enterprise, large corporation or small organization, our flexible Business Digital Banking can efficiently serve you. Depending on your size, the first steps in banking online are setting up your users, subsidiaries and recipients. After setting up these key entities, you can jump right in and experience our state- of-the-art system! Users If your business only needs one person with access to Business Digital Banking, you can set up a single login ID and password. This is typical for small companies who primarily use basic online banking tools with occasional business transactions. For larger organizations, our system lets you establish multiple login IDs and passwords for authorized employees. After setting up a company policy with a Five Star Bank representative, you can organize which employees get access to different features within Business Digital Banking by establishing user roles. Subsidiaries Subsidiaries are different entities owned or managed by one parent company. Business Digital Banking allows you to aggressively manage your subsidiaries, offering centralized control to the parent company with the convenience of a single banking system. Subsidiaries may not apply if your business is a single entity with only one tax ID with several bank accounts tied to it. For complete information, contact us at 1-877-226-5578. Recipients Recipients are people or businesses to whom you send or receive money using a payment feature offered through Business Digital Banking. After creating a profile for each recipient, you can choose the method to send/receive money and the respective transaction details. Each created recipient is saved so you can quickly and easily make future payments.
Getting Started: Business Digital Banking Overview
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Various types of payment methods are offered through Business Digital Banking, including wire and ACH Transfers. Though they are both quick electronic payments, wires are the fastest way to transfer money between accounts. ACH transactions are done using a batch process and funds are generally not available until the next business day. Please call us at 1-877-226-5578 for a full list of wire and ACH features or if you have any questions. Business Digital Banking Transaction Types
Type
Description
Upload a NACHA-formatted file.
ACH Pass-Thru
ACH Batch
Send a payment to several recipients.
ACH Collection
Receive a payment from several recipients.
Domestic Wire
Send a wire to a recipient within the US.
Send a wire to a recipient in a different country.
International Wire
Send payroll to several recipients. If a recipient has more than one account, you can split that payment into several accounts.
Payroll
Getting Started: Business Digital Banking Overview
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Five Star Bank, Member FDIC
Getting Started
New User Enrollment
If you’re new to Digital Banking with Five Star Bank, you need to complete the enrollment process the first time you log in. Once you complete these few quick steps, you’ll be on your way to banking everywhere you go! 1. Type five-starbank.com into your browser, click the Login button with the Lock in the upper right hand corner, and then click the “Enroll - Business” link.
Note : For more details about supported browsers, go to the following link: https://www.five-starbank.com/resources/supported-browsers.
2. Fill out the Digital Banking Enrollment Form with the required information including a username and click the Continue button.
Note : The details that you provide are verified by comparing them to your contact information in our system. If the information does not match, you will receive an error message. Call us at (877) 226- 5578 Monday through Friday, 7:30 am - 7:00 pm to update your profile and continue with the enrollment process.
3. After the form is submitted, a confirmation message appears. You are given a temporary password to use during your first-time login. Take note of the password and click the “Click Here” link to be redirected to the Five Star Bank Home page. 4. Enter your new login ID and click the Log In button. 5. Choose the contact method that allows Five Star Bank to reach you immediately with a Secure Access Code (SAC). This numbered code is only valid for a short time, and you will need to request a new one if it expires. If you close your browser before receiving the SAC, you can log in again and select the I already have a Secure Access Code button.
Note : If the options presented are no longer accurate, please call us at (877) 226-5578 to update your contact information.
Getting Started: New User Enrollment
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Five Star Bank, Member FDIC
6. Enter the SAC and click the Submit button. 7. Choose whether to register your device for future logins.
Note : For additional security, we strongly suggest that you do not register your devices. Not registering requires you to use a SAC code each time you log in.
8. Review the Digital Banking Agreement on the Disclaimers page and click the I Accept button to agree to the Digital Banking Agreement. You will be able to download and save the Agreement for your records. 9. Change your password by using your old temporary password. 10. Congratulations! You have successfully logged in to Digital Banking! If you have any questions or concerns, call us at 1-877-226-5578.
Getting Started: New User Enrollment
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Five Star Bank, Member FDIC
Getting Started
Logging In After your first-time enrollment, logging in is easy and only requires your login ID and password. If you are logging in on a device that you have not previously registered, you need to request a Secure Access Code (SAC).
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1. Click the Login button. 2. Enter your login ID and password. 3. Click the Login button. 4. Choose the contact method that allows Five Star Bank to reach you immediately with a 6-digit Secure Access Code (SAC). 5. Enter the SAC and click the Submit button. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 0c 1c 2c 3c 4c 5c 6c 7c 8c 9c 0d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I Note : If you enter an incorrect password too many times, your account will be temporarily locked. Call us at 1-877-226-5578 for assistance. J1 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
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Logging Off For your security, you should always log off when you finish your digital banking J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A2 B2 C2 D2 E2 F2 G2 H2 I2
session. We may also log you off due to inactivity. 1. Click the Log Off tab in the navigation menu. 2. Close your internet browser.
Getting Started: Logging In
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Five Star Bank, Member FDIC
Move Money
Mobile Deposits
With our mobile app on your Android or iOS device, you can deposit checks into your Digital Banking account by taking a photo of a check.
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Log in to our Five Star Bank Mobile Banking app. In the Move Money tab, select Deposit Checks . 1. Choose the account you would like the check deposited to. 2. Input the dollar amount of the check. 3. Sign the back of the check, then take an image of both the front and back of the check. Verify that all four corners of the check are visible. 4. Tap the Submit Deposit button when finished. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 0 1a 2a 3 4a 5 6a 7a 8a 9a 0 1b 2b 3 4 5 6 7 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 Note : This feature is only available when using our mobile app on your device. J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 A1 B1 C1 D1 E1 F1 G1 H1 I1 A3 B3 C3 D3 E3 F3 G3 H3 I3 Note : To view our mobile check deposit limits, please visit: https:// www.five-starbank.com/resources/mobile-check-deposit-limits J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J3 J1
Move Money: Mobile Deposits
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Five Star Bank, Member FDIC
Move Money
All transactions initiated through Digital Banking or through our app appear in the Digital Banking Activity tab. All single and recurring transactions, as well as deposited checks, show in Digital Banking Activity, along with stop payments. Digital Banking Activity Overview 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
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In the Move Money tab, click Digital Banking Activity . A. Click an appropriate tab at the top to view Single Transactions , Recurring Transactions or Deposited Checks . B. Use the search bar to find transactions within that account. C. Print the Digital Banking Activity page by clicking the icon. Export your transactions into a different format by clicking the icon. D. Click the icon next to the Created, Status, Transaction Type, Account or Amount columns to sort transactions. E. Click on a transaction to view more details. F. Click the icon to perform additional functions. J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J2 J3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3
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Move Money: Digital Banking Activity Overview
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Using Filters Digital Banking Activity can be customized using various filters. You can also choose up to six columns to display, so you can swiftly find what you’re looking for each time.
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In the Move Money tab, click Digital Banking Activity . 1. Click the J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
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Creating or Deleting Custom Views Using Favorites After applying specific filters, you can save that view of Digital Banking Activity to Favorites, making it easier and faster to search, print or export transactions. You can always delete Favorites if they are no longer useful. 2. Create a custom list of transactions using these filters. 3. Filter the type of transaction you are looking for using the “Transaction Type” drop-down. Column names with check boxes appear. Select up to six boxes. 4. Click the Apply button when you are finished. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 K L M N O P U V W X Y Z A B C D E F 1d 2d 3d A1 B1 C1 A2 B2 C2 D A3 B3 C3 D icon to create a custom view of your transactions. 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c 11a 12a 13a 14a 15a 16a 1d 2d 3d 4d 5d 6d 11a 12a 13a 1 11b 12b 13b 1
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In the Move Money tab, click Digital Banking Activity . 1. Click the icon. 2. Click the “+ Save as New” link to create a new favorite template. 3. Enter a name for your new custom view. 4. Click the Save button when you are finished. 5. Click the X icon to remove a custom view from your Favorites. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 6 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 2b 13b 14b 15b 16b 7b 18b 9b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A3 B3 C3 D3 E3 F3 G3 H3 I3
11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 K L M N O P Q R S U V W X Y Z A B C D E F G H I 11 12 13 14 15 1 21 22 23 24 25 2 1 2 3 4 5 6 K L M N O U V W X Y A B C D E 11 12 13 14 15 16 1 21 22 23 24 25 26 2 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G A1 B1 C1 D1 E1 F1 A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c 1d 2d 3d 4d 5d a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 7 1c 2c 3c 4c 5c 6c 11a 12a 13a 14a 15a 16a 17a 18a 19 11b 12b 13b 14b 15b 1 11a 12a 13a 14a 15a 16a 1d 2d 3d 4d 5d 6d 11b 12b 13b 14b 15b 16b 17b 18b 19 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a
Move Money: Digital Banking Activity Overview
14
Five Star Bank, Member FDIC
Editing Transactions Digital Banking Activity only shows pending transactions initiated within Digital Banking not yet posted to your account. You may edit a Funds Transfer or an External Transfer only. The edit feature is not available for Loan payments.
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In the Move Money tab, click on Manage Online Transfers . 1. Browse through your pending transactions and locate the transaction you would like to edit. Create a custom list of transactions using these filters. 2. Click the icon and click “Edit.” 3. Make the necessary edits and then click the Transfer Funds button when you are finished. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12 13a 14 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d A3 B3 C3 D3 E3 F3 G3 H3 I3 Note : If you edit a recurring transaction in the Single Transaction tab, you will only edit that single occurrence. To edit an entire series, you must visit the Recurring Transactions tab in the Digital Banking Activity Tab. J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3
Move Money: Digital Banking Activity Overview
15
Five Star Bank, Member FDIC
Canceling Transactions The Digital Banking Activity shows all pending transactions that have not posted to your account. You can also cancel pending transactions up until their process date.
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1 11 12 13 14 15 16 17 18 19 2 21 22 23 24 25 26 27 28 29 3 1 2 3 4 5 6 7 8 9 K L M N O P Q R S U V W X Y Z A B C D E F G H I 1a 2a 3a 4a 5a 6a 7 1b 2b 3b 4b 5b 6b 7 1c 2c 3c 4c 5c 6c 7 K L M N O P Q U V W X Y Z A B C D E F G 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 1 1a 2a 3a 4a 5a 6a 7a 8a 9a 1 1b 2b 3b 4b 5b 6b 7b 8b 9b 1 1c 2c 3c 4c 5c 6c 7c 8c 9c 1 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 11b 12b 13b 14b 15b 16b 1d 2d 3d 4d 5d 6d 7 A1 B1 C1 D1 E1 F1 G A2 B2 C2 D2 E2 F2 G A3 B3 C3 D3 E3 F3 G 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 2 11b 12b 13b 14b 15b 16b 17b 18b 19b 2 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3
Note : If you cancel a recurring transaction in the Single Transaction tab, you will only cancel that single occurrence. To cancel an entire series, you must visit the Recurring Transactions tab in the Digital Banking Activity. In the Move Money tab, click Digital Banking Activity . 1. Browse through your pending transactions and check the box for each transaction you want to cancel. Check the box between Amount and Actions to select all transactions. 2. Click the icon and click “Cancel Selected.” 3. Click the Confirm button when you are finished. The status then changes to “Canceled” on the Digital Banking Activity page.
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Move Money: Digital Banking Activity Overview
16
Five Star Bank, Member FDIC
Business
Users Overview Depending on your number of employees, owners and company policies, Business Digital Banking lets you set up multiple users with different responsibilities. New users can be created with their own unique login IDs and passwords. Each user is assigned a set of user rights that permits or prevents them from performing certain actions such as: • Sending or drafting payments and creating templates for certain transaction types • The number of approvals that can be completed in a day or the dollar amount in a specific transaction • Accessing specific accounts • Managing recipients, users, subsidiaries and templates Authorized users can set up the features, accounts and rights each user needs to do their job. Establishing these rights gives users permission to perform specific tasks, helping you manage your business and making it run as smoothly as possible.
Business: Users Overview
Five Star Bank, Member FDIC
17
User Management Overview The User Management page lets you view all your existing users and their contact information in one easy place. From here, you can create users, edit rights and oversee your employees on a day-to-day basis. 10
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11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 K L M N O U V W X Y A B C D E 11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c 1a 2a 3a 4a 5a 6a 7 1b 2b 3b 4b 5b 6b 7 1c 2c 3c 4c 5c 6c 7 11a 12a 13a 14a 15a 11b 12b 13b 14b 15b 1d 2d 3d 4d 5d 6d 7 1d 2d 3d 4d 5d A1 B1 C1 D1 E1 A2 B2 C2 D2 E2 A3 B3 C3 D3 E3 11a 12a 13a 14a 15a 16a 17 11b 12b 13b 14b 15b 16b 17 A1 B1 C1 D1 E1 F1 G A2 B2 C2 D2 E2 F2 G A3 B3 C3 D3 E3 F3 G
In the Settings tab, click Manage Users . A. The following information presents for each user: • Name 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d
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• Email address • Last login time
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B. Click the icon to edit a user. C. You can sort users in alphabetical or reverse alphabetical order, by email address or last login order by clicking the icon next to the Users column. A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1
Business: Users Overview
18
Five Star Bank, Member FDIC
Adding a New User An authorized user with Manage Users rights can set up a new user by first creating a profile and a unique login ID and password. Once you establish a user and their login credentials, you can begin assigning user rights by accessing their User Policy.
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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I A1 B1 C1 D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d In the Settings tab, click Manage Users . 1. Click the Add User button in the top right corner. 2. Enter the user’s first name, last name and email address. 3. Select the user’s country using the “Phone Country” drop-down and enter their phone number. 4. Create a unique login ID for the new user. 5. Enter a password following our guidelines and confirm it in the provided space. 6. Click the Save New User Details button at the bottom when you are finished. You will then be taken to the User Policy page to establish the new user’s rights. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 C1 D1 E1 F1 G1 H1 I1 J1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2
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Business: Users Overview
Five Star Bank, Member FDIC
19
Part 1 of 5: Establishing Transaction Type Rights You start assigning or editing a user’s rights in the Overview tab, which helps you decide which responsibilities and limitations a user should have regarding certain transactions. Here, you can change a user’s approval limits and decide which transaction types they can view, draft, approve or cancel.
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1. Choose a type of transaction to assign rights for under the Transaction Type column. 2. Choose whether a user can draft, approve, cancel or view a specific transaction by clicking the icons under each column. The icon allows the user to perform the listed action, while the icon disables their rights. • Draft : Create a transaction or template that needs approval from an authorized user. • Approve : Send or accept drafted transactions. • Cancel : Reject a drafted or unprocessed transaction. 3. Click the link under the View column to change which transaction activity a user can view. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 J2
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• Own: Can view only their activity. • All: Can view activity of all users. • No: Cannot view activity of any user. J3
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Note : Users must have the All view right enabled to approve transactions.
Note : For more information on editing a user and assigning rights visit page 24.
Business: Users Overview
20
Five Star Bank, Member FDIC
Part 2 of 5: Disabling a Transaction Type If a user should not have access to a certain transaction type, such as payroll, an authorized user can disable those rights for individual users.
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1. Select the transaction type to disable in the Overview tab. 2. Toggle the switch to “Disabled” for that specific transaction. 3. Click the Save button when you are finished making changes.
Business: Users Overview
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