INSBANK Retail Guide

7

Reports Creating a New Report ............................................................................................ 117 Account Activity Report .................................................................................................... 117 Sub-User Account Access Report.................................................................................... 118 Running an Existing Report .................................................................................... 119 Editing a Report........................................................................................................ 120 Deleting a Report ..................................................................................................... 121 Services Locations................................................................................................................... 122 Secure Message Overview ...................................................................................... 123 Sending a Secure Message ..................................................................................... 124 Submit a Form................................................................................................................... 125 Documents ............................................................................................................... 126 Viewing Documents.......................................................................................................... 126 Stop Payment ........................................................................................................... 127 Single Check ...................................................................................................................... 127 Multiple Checks ................................................................................................................ 129 ACH .................................................................................................................................... 131 Settings Contact Settings ....................................................................................................... 133 Adding a New Phone ........................................................................................................ 133 Editing a Phone ................................................................................................................. 134 Deleting a Phone............................................................................................................... 135 Editing an Email Address ................................................................................................. 136 Sub-Users Sub-Users Overview ................................................................................................ 137 Sub-User Overview ........................................................................................................... 138 Adding a New Sub-User .................................................................................................. 139 Editing a Sub-User ................................................................................................... 141 Part 1: Editing Sub-User Access....................................................................................... 142 Part 2: Editing Sub-User Limits........................................................................................ 143 Deleting a Sub-User................................................................................................. 144