InFirst Bank Business Digital Banking Guide
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Table of contents
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Business Online Banking Overview
4
Sub-Users
4
Companies
4
Transaction Type Overview
5
Sub-Users Overview
6
Sub-Users Overview
7
Adding a New Sub-User
8
Editing a Sub-User
10
Part 1: Editing Sub-User Access
11
Part 2: Editing Sub-User Limits
12
Part 3: Editing Sub-User Authentication
13
Deleting a Sub-User
14
Company Management
15
Company Management Overview
15
Adding Participant to an Existing Company
16
Uploading Participants
18
Editing a Company
19
ACH
20
New ACH Batch
20
Part 1: Creating an ACH Batch
20
Part 2: Adding an Existing Participant
22
Part 3: Adding a Detailed Record
23
Part 4: Finalizing the ACH Batch
25
Part 5: Scheduling the ACH Batch
26
Part 6: Reviewing the ACH Batch
27
Creating an ACH Template
28
Part 1: Creating an ACH Template
28
Part 2: Adding an Existing Participant
30
Part 3: Adding a Detail Record
31
Part 4: Finalizing an ACH Template
33
Part 5: Reviewing an ACH Template
34
Initiating a Template
35
Part 1: Initiating a Template
35
Part 2: Scheduling an ACH Batch
37
Part 3: Reviewing an ACH Batch
38
Editing an ACH Template
39
Deleting an ACH Template
40
ACH File Upload
41
Creating a Template for Delimiter Separated File Uploads
43
Editing a Template for Delimiter Separated File Uploads
45
Deleting a Template for Delimiter Separated File Uploads
46
Uploading a Delimiter Separated File
47
Editing an ACH Batch
50
Deleting an ACH Batch
51
Approving an ACH Batch
52
Reversing an ACH Batch
53
Reports
55
Creating a New Report
55
Running an Existing Report
56
Editing a Report
57
Deleting a Report
58
Alerts
59
Alerts Overview
59
Custom Alerts
60
Business Banking Alerts
61
Security Alerts
62
Turning Alerts On and Off
63
Editing or Deleting Alerts
64
Previous Alerts
65
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