Morgantown Bank & Trust Digital Banking User Guide

First page Table of contents Next page Last page

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

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