Getting Started | 10 |
Digital Banking System Requirements | 10 |
Browser (Desktop & Mobile) | 10 |
Mobile Device (App) | 10 |
Mobile Remote Deposit Capture | 10 |
New User Enrollment | 11 |
Logging In | 12 |
Logging Off | 12 |
Resetting a Forgotten Password | 13 |
Retrieve a Forgotten Username | 14 |
Accounts | 15 |
Dashboard Overview | 15 |
Account Details Overview | 16 |
Transaction Details | 17 |
Adding a New Account | 19 |
Adding an Account to My Money | 20 |
Adding an External Account | 21 |
Removing an External Account | 23 |
Opening a New Account | 24 |
Organize Dashboard | 26 |
Reorder Accounts | 26 |
Rename Accounts | 27 |
Hide/Unhide Accounts | 28 |
Hide/Unhide Dashboard Tiles | 29 |
App Appearance | 30 |
Quick Pay | 31 |
Selecting Favorite Payees | 31 |
Person to Person | 32 |
Bill Pay | 34 |
External Account | 36 |
Monthly Activity | 38 |
My Money | 39 |
Initial Setup | 39 |
Tagging Transactions | 40 |
Splitting a Transaction | 42 |
My Money Dashboard | 44 |
Spending by Category | 45 |
Budget | 47 |
Adding Budgets | 48 |
Managing Budgets | 49 |
Add a Budget Alert | 51 |
Cashflow Overview | 52 |
Add a Bill or Income | 53 |
Net Worth | 54 |
Add an Unlinked Asset or Debt | 55 |
Goals | 56 |
Adding Goals | 57 |
Save for Goals | 57 |
Pay Off Goals | 58 |
Add a Goal Alert | 59 |
Managing Goals | 60 |
Security | 61 |
Protecting Your Information | 61 |
General Guidelines | 61 |
Login ID and Password | 61 |
Fraud Prevention | 61 |
Login Settings | 62 |
Change Username | 62 |
Change Password | 63 |
Change Security Questions | 64 |
Recent Logins | 65 |
Mobile Security Preferences | 66 |
Enabling Biometric Sign-In | 66 |
Enabling FaceID | 67 |
Enabling PIN Login | 68 |
Auto-Login | 69 |
Alerts | 70 |
Alerts Overview | 70 |
Custom Alerts | 71 |
Bill Pay Alerts | 72 |
Security Alerts | 73 |
My Money Alerts | 74 |
Turning Alerts On and Off | 75 |
Editing or Deleting Alerts | 76 |
Previous Alerts | 77 |
Move Money | 78 |
Move Money Overview | 78 |
Bill Pay Enrollment | 79 |
Adding a Payee | 81 |
Person to Person Payee | 81 |
Bill Pay Payee - Company | 83 |
Bill Pay Payee - Individual | 85 |
Favoriting a Payee | 88 |
Editing a Payee | 89 |
Deleting a Payee | 90 |
New Transaction | 91 |
Transferring Money Between Your Accounts | 91 |
Making a Loan Payment | 93 |
Transferring Money to Another Person (P2P) | 95 |
Making a Bill Pay Payment | 97 |
Editing Transfers/Payments | 99 |
Skip Transfers/Payments | 100 |
Deleting Transfers/Payments | 101 |
ACH | 102 |
New ACH Batch | 102 |
Part 1: Creating an ACH Batch | 102 |
Part 2: Adding an Existing Participant | 104 |
Part 3: Adding a Detailed Record | 105 |
Part 4: Finalizing the ACH Batch | 107 |
Part 5: Scheduling the ACH Batch | 108 |
Part 6: Reviewing the ACH Batch | 109 |
Part 7: Multi-Factor Authentication | 110 |
Creating an ACH Template | 111 |
Part 1: Creating an ACH Template | 111 |
Part 2: Adding an Existing Participant | 113 |
Part 3: Adding a Detail Record | 114 |
Part 4: Finalizing an ACH Template | 116 |
Part 5: Reviewing an ACH Template | 117 |
Initiating a Template | 118 |
Part 1: Initiating a Template | 118 |
Part 2: Scheduling an ACH Batch | 120 |
Part 3: Reviewing an ACH Batch | 121 |
Part 4: Multi-Factor Authentication | 122 |
Editing an ACH Template | 123 |
Deleting an ACH Template | 124 |
ACH File Upload | 125 |
Creating a Template for Delimiter Separated File Uploads | 127 |
Editing a Template for Delimiter Separated File Uploads | 129 |
Deleting a Template for Delimiter Separated File Uploads | 130 |
Uploading a Delimiter Separated File | 131 |
Editing an ACH Batch | 134 |
Deleting an ACH Batch | 135 |
Approving an ACH Batch | 136 |
Reversing an ACH Batch | 137 |
Deposit Checks | 139 |
Remote Deposit | 139 |
Manage Cards | 140 |
Turn Card On or Off | 140 |
Card Name | 141 |
Card Alert | 142 |
Temporary Spending Limit Increase | 143 |
Change PIN | 144 |
Report Lost or Stolen Card | 145 |
Travel Notification | 146 |
Enable Automatic On/Off | 148 |
Overview | 150 |
Send an Invoice | 151 |
Edit Invoice Draft | 153 |
Mark Invoice as Paid | 154 |
Copy Invoice | 155 |
Email Invoice | 157 |
Cancel Invoice | 158 |
Edit Recurring Schedule | 159 |
Pause Recurring Schedule | 161 |
Resume Recurring Schedule | 162 |
Cancel Recurring Schedule | 163 |
Export Invoices | 164 |
New Estimate | 165 |
Edit an Estimate | 167 |
Email an Estimate | 169 |
Create an Invoice from an Estimate | 170 |
Cancel an Estimate | 172 |
Export Estimates | 173 |
Add a Customer | 174 |
Import Customers | 175 |
Export Customers | 176 |
Edit a Customer | 177 |
Archive a Customer | 179 |
Invoice Balance Details | 181 |
New Product/Service | 182 |
Edit Product/Service | 183 |
Delete Product/Service | 185 |
Invoice Settings | 186 |
Edit Invoice Reminders and Fees | 187 |
Payment Form Settings | 189 |
Share Your Payment Form Link | 190 |
Email Your Payment Form Link | 191 |
Payments | 192 |
Refund a Payment | 193 |
Cancel a Payment | 194 |
Add a Vendor | 195 |
Import Vendors | 196 |
Export Vendors | 197 |
Edit a Vendor | 198 |
Archive a Vendor | 200 |
Pay Vendor Invoice | 202 |
New Vendor Invoices | 204 |
Cancel Invoice | 206 |
Print a Check | 207 |
Cancel a Check | 208 |
Reports | 209 |
Reports | 210 |
Creating a New Report | 210 |
Account Activity Report | 210 |
Sub-User Account Access Report | 211 |
Running an Existing Report | 212 |
Editing a Report | 213 |
Deleting a Report | 214 |
Services | 215 |
Locations | 215 |
Secure Message Overview | 216 |
Sending a Secure Message | 217 |
Submit a Form | 218 |
Documents | 219 |
Document Enrollment | 219 |
Viewing Documents | 220 |
Chat | 221 |
Settings | 222 |
Contact Settings | 222 |
Adding a New Phone | 222 |
Editing a Phone | 223 |
Deleting a Phone | 224 |
Editing an Email Address | 225 |
Sub-Users | 226 |
Sub-Users Overview | 226 |
Sub-User Overview | 227 |
Adding a New Sub-User | 228 |
Editing a Sub-User | 230 |
Part 1: Editing Sub-User Access | 231 |
Part 2: Editing Sub-User Limits | 232 |
Deleting a Sub-User | 233 |