Franklin Bank and Trust Company Digital Banking User Guide Business

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Table of Contents Getting Started

Business Online Banking Overview ............................................................................5 Sub-Users................................................................................................................................ 5 Companies .............................................................................................................................. 5 Transaction Type Overview .........................................................................................6 Logging In.......................................................................................................................7 Logging Off ............................................................................................................................. 8 Multi-Factor Authentication.........................................................................................9 Logging Off ........................................................................................................................... 10 Duo Mobile ........................................................................................................................... 11 Resetting a Forgotten Password ...............................................................................13 Retrieve a Forgotten Username................................................................................14 Sub-Users Sub-Users Overview ...................................................................................................15 Sub-Users Overview ............................................................................................................ 16 Adding a New Sub-User ...................................................................................................... 17 Editing a Sub-User ......................................................................................................19 Part 1: Editing Sub-User Access.......................................................................................... 20 Part 2: Editing Sub-User Limits........................................................................................... 21 Part 3: Editing Sub-User Authentication ........................................................................... 22 Deleting a Sub-User....................................................................................................23 Company Management Company Management Overview ............................................................................24 Adding a Participant to an Existing Company .........................................................25 Uploading Participants........................................................................................................ 27 Editing a Company......................................................................................................28 ACH New ACH Batch ...........................................................................................................29 Part 1: Creating an ACH Batch............................................................................................ 29 Part 2: Adding an Existing Participant ............................................................................... 31 Part 3: Adding a Detail Record ........................................................................................... 32 Part 4: Finalizing the ACH Batch......................................................................................... 34 Part 5: Scheduling the ACH Batch...................................................................................... 35 Part 6: Reviewing the ACH Batch ....................................................................................... 36 Part 7: Multi-Factor Authentication ................................................................................... 37 Creating an ACH Template ........................................................................................38 Part 1: Creating an ACH Template ..................................................................................... 38 Part 2: Adding an Existing Participant ............................................................................... 40