Inwood National Bank User Guide Business Edition

First page Table of contents Next page Last page
Getting Started10
Business Online Banking Overview10
Users10
Recipients10
Payments10
Advanced Services10
Business Online Banking Transaction Types11
Protecting Your Information12
General Guidelines12
Login ID and Password12
Fraud Prevention12
Logging In13
Logging Off13
Resetting A Forgotten Password14
Home Page16
Home Page Overview16
Asset Summary Overview18
Mobile Thumb Bar19
Account Details Overview20
Quick Transfer22
Nickname Account23
Details & Settings24
Account Grouping25
Editing a Group Name26
Deleting a Group26
Transactions27
Transfer Funds27
Activity Center Overview29
Using Filters30
Creating or Deleting Custom Views Using Favorites30
Editing Transactions31
Canceling Transactions32
eStatement Delivery33
eStatements34
Business Bill Pay35
Home Page Overview35
Add a Payee37
Company37
Individual Electronic Payments: Allowing an Individual to Provide Their Banking Information39
Individual Electronic Payments: If You Have an Individual’s Account Information41
Individual Check Payments43
Activate a Payee45
Import Payees46
Edit a Payee49
Delete a Payee50
Add and Manage Categories51
Single Payment52
Edit or Stop a Single Payment53
Create a Recurring Payment54
Edit or Stop a Recurring Payment56
Payment Approval58
Add an Employee59
Edit or Deactivate an Employee61
Schedule Payroll63
Edit Scheduled Payroll65
Schedule Extra Payroll66
View Past Payroll68
Edit or Stop Scheduled Payroll69
Payroll Approval72
Calendar73
Company Profile74
Delete or Edit Bill Pay Accounts75
Edit User User Permissions76
Modify User Permissions77
Personal Profile79
e-Notifications80
Events80
Logout81
Recurring82
Reminders83
Reports84
Services85
Stop Payment Request85
Single Check85
Reordering Checks86
Card Services87
Mobile Deposit Enrollment88
Mobile Deposits89
Settings90
Profile90
Account Preferences91
Security Preferences92
Change Password92
Change Login ID93
Challenge Code94
Secure Delivery95
Mobile Security Preferences96
Enabling Touch ID or Fingerprint Login96
Enabling Passcode Authentication98
Enabling Face ID99
Disabling Passcode Authentication, Touch ID or Fingerprint Login100
Alerts Overview101
Account Alerts102
History Alerts103
Online Transaction Alerts104
Reminders105
Security Alerts Overview106
Editing Delivery Preferences106
Text Enrollment107
Address Change Request109
Themes and Languages110
Accessibility111
Messages112
Secure Message Overview112
Sending a Secure Message113
Locations115
Branches and ATMs115
Company Policy116
Company Policy Overview (Advanced)116
Part 1 of 11: Choosing a Transaction to Edit in Company Policy116
Part 2 of 11: Approval Limits117
Part 3 of 11: Allowed Actions118
Part 4 of 11: Amount118
Part 5 of 11: Approvals119
Part 6 of 11: Choosing the Subsidiaries119
Part 7 of 11: Choosing the Accounts120
Part 8 of 11: Choosing the Drafting Hours121
Part 9 of 11: Choosing the Location122
Part 10 of 11: Choosing the IP Address123
Part 11 of 11: Choosing the SEC Code124
Company Policy Tester125
Viewing Rights to Access Features127
Establishing Rights to Access Accounts128
Creating and Editing Account Labels129
User Roles130
User Roles Overview (Advanced)130
Creating or Editing User Roles (Advanced)131
Part 1 of 10: Choosing a Transaction to Edit in User Roles132
Part 2 of 10: Establishing Transaction Type Rights133
Part 3 of 10: Approval Limits134
Part 4 of 10: Disabling a Transaction Type135
Part 5 of 10: Allowed Actions136
Part 6 of 10: Enabling Operation Rights137
Part 7 of 10: Choosing the Maximum Draft Amount138
Part 8 of 10: Selecting Subsidiaries138
Part 9 of 10: Enabling Allowed Accounts139
Part 10 of 10: Choosing Drafting Hours140
User Role Policy Tester141
Deleting Allowed Actions143
Establishing Rights to Access Features144
Establishing Rights to Access Accounts145
Deleting User Roles (Advanced)146
User Management147
Users Overview147
User Management Overview148
Adding a New User149
Part 1 of 5: Establishing Transaction Type Rights150
Part 2 of 5: Disabling a Transaction Type151
Part 3 of 5: Editing Approval Limits for a Transaction Type152
Part 4 of 5: Establishing Rights to Access Features153
Part 5 of 5: Establishing Rights to Access Accounts154
Adding a New User (Advanced)155
Establishing and Editing User Rights (Advanced)156
Deleting a User157
Reports158
Reports Overview (Advanced)158
Company User Activity Report159
Transaction Report160
Outgoing Wires Report161
Company Entitlements Report162
ACH Activity Report163
ACH Activity Report Previous Day(s)164
Balance and Activity Statement-Previous Day(s)165
Cash Position Report Previous Day(s)166
Editing a Report (Advanced)167
Deleting a Report (Advanced)168
Recipient Management169
Recipient Overview169
ACH Only - Part 1 of 2: Adding a Recipient170
ACH Only - Part 2 of 2: Recipient Account Detail171
ACH & Wire - Part 1 of 4: Adding a Recipient172
ACH & Wire - Part 2 of 4: Beneficiary FI Detail173
ACH & Wire - Part 3 of 4: Intermediary FI Detail174
ACH & Wire - Part 4 of 4: Recipient Account Detail175
Wires Only (Domestic) - Part 1 of 4: Adding a Recipient176
Wires Only (Domestic) - Part 2 of 4: Beneficiary FI Detail177
Wires Only (Domestic) - Part 3 of 4: Intermediary FI Detail178
Wires Only (Domestic) - Part 4 of 4: Recipient Account Detail179
Wires Only (International) - Part 1 of 4: Adding a Recipient180
Wires Only (International) - Part 2 of 4: Beneficiary FI Detail181
Wires Only (International) - Part 3 of 4: Intermediary FI Detail182
Wires Only (International) - Part 4 of 4: Recipient Account Detail183
Wage Garnishment (ACH)- Part 1 of 2: Adding a Recipient184
Wage Garnishment (ACH)- Part 2 of 2: Recipient Account Detail187
Recipient Approval/Rejection188
Editing a Recipient189
Editing a Recipient’s Templates190
Deleting a Recipient191
Payments - ACH & Wires192
Payment Template Overview192
Creating a Template193
ACH Batch194
ACH Payment196
ACH Collection198
ACH Receipt200
Domestic Wire202
International Wire204
Payroll207
Sending a Single Payment209
ACH Batch209
ACH Payment212
ACH Collection214
ACH Receipt217
Domestic Wire219
International Wire222
Payroll225
Upload From File227
Creating a New File Map - Delimited Files227
Creating a New File Map - Fixed Width230
Using an Existing File Map233
Editing an Existing File Map234
Deleting an Existing File Map235
Editing or Using a Template236
Deleting a Template237
Tax Payments238
Viewing, Approving or Canceling a Transaction240
Single Transaction240
Multiple Transactions241
Positive Pay242
Positive Pay Overview242
Managing Exceptions243
Viewing Positive Pay Decisions245
Add Issued Checks246
Submit Issued Check File247
Advanced Positive Pay Overview248
Quick Exception Processing (Advanced Options)249
Transaction Filters/Blocks (Advanced Options)252
ACH Authorization Rules Setup (Advanced Options)253
Create an ACH Authorization Rule253
Manage ACH Authorization Rules254
Submit Issued Check File (Advanced Options)255
Add New Issued Check File (Advanced Options)256
Void a Check (Advanced Options)257
Payee Match Report258
Transaction Extracts (Advanced Options)259
Check Search (Advanced Options)260
ACH Transaction Search (Advanced Options)262
Stops and Voids (Advanced Options)263
Exception Items (Advanced Options)264
Stale Dated Checks (Advanced Options)265
Daily Checks Issued Summary (Advanced Options)266
Account Reconciliation Summary (Advanced Options)267
Check Reconciliation Summary (Advanced Options)268
Deposit Reconciliation Summary (Advanced Options)269
Issued Check File Processing Log (Advanced Options)270
User Setup (Advanced Options)271
Remote Deposit Capture276
Desktop Solution Overview276
Working with Remote Deposit Scan278
Working with Remote Deposit Complete280
The Open Deposits Page280
Creating a New Deposit281
Completing a Deposit & the Deposit View Page282
Adding to a Deposit284
Closing a Deposit284
Deleting a Deposit284
Notifications285
Editing an Approved Transaction286
Voiding a Transaction287
Resolving a Transaction287
Bulk Void288
Bulk Resolve288
Administrator Overview289
Adding a User290
Edit Users - Manage Users, Delete Users, and Reset Passwords291
Report Commonalities293
Current Transaction Summary294
Report Builder Utility295
Deposit Results296
Credits and Debits PDF Report297
Standard Reports298
Mobile Solution Overview299
Mobile Solution Privileges and Roles299
Logging In to the Mobile App300
Making a Mobile Deposit301
Viewing Mobile Deposit History303
Frequently Asked Questions304
General304
User Management305
Payments - ACH & Wires305
Positive Pay306
Remote Deposit Capture307

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