Kendall Bank Kendall Bank Business Digital Banking User Guide

2

Table of Contents Getting Started

Business Digital Banking Overview.............................................................................6 Sub-Users................................................................................................................................ 6 Companies .............................................................................................................................. 6 Transaction Type Overview .........................................................................................7 Logging In.......................................................................................................................8 Logging Off ............................................................................................................................. 9 Multi-Factor Authentication.......................................................................................10 Logging Off ........................................................................................................................... 11 Duo Mobile ........................................................................................................................... 12 Dashboard Dashboard Overview..................................................................................................14 Sub-Users Sub-Users Overview ...................................................................................................16 Sub-Users Overview ............................................................................................................ 17 Adding a New Sub-User ...................................................................................................... 18 Linking Sub-Users To a Company .............................................................................20 Removing a Sub-User From a Company ..................................................................21 Editing a Sub-User ......................................................................................................23 Part 1: Editing Sub-User Access.......................................................................................... 24 Part 2: Editing Sub-User Limits........................................................................................... 25 Deleting a Sub-User....................................................................................................26 ACH New ACH Batch ...........................................................................................................27 Part 1: Creating an ACH Batch............................................................................................ 27 Part 2: Adding an Existing Participant ............................................................................... 29 Part 3: Adding a Detail Record ........................................................................................... 30 Part 4: Finalizing the ACH Batch......................................................................................... 32 Part 5: Scheduling the ACH Batch...................................................................................... 33 Part 6: Reviewing the ACH Batch ....................................................................................... 34 Part 7: Multi-Factor Authentication ................................................................................... 35 Creating an ACH Template ........................................................................................36 Part 1: Creating an ACH Template ..................................................................................... 36 Part 2: Adding an Existing Participant ............................................................................... 38 Part 3: Adding a Detail Record ........................................................................................... 39 Part 4: Finalizing an ACH Template.................................................................................... 41 Part 5: Reviewing an ACH Template .................................................................................. 42