Northview Bank Digital Banking Business User Guide

First page Table of contents Next page Last page
Getting Started5
Business Online Banking Overview5
Sub-Users5
Companies5
Transaction Type Overview6
Logging In7
Logging Off8
Multi-Factor Authentication9
Logging Off10
Duo Mobile11
Sub-Users13
Sub-Users Overview13
Sub-Users Overview14
Adding a New Sub-User15
Editing a Sub-User17
Part 1: Editing Sub-User Access18
Part 2: Editing Sub-User Authentication19
Deleting a Sub-User20
Company Management21
Company Management Overview21
Part 1: Adding a Company22
Part 2: Adding a New Participant24
Part 3: Company Limits26
Adding a Participant to an Existing Company27
Uploading Participants29
Editing a Company30
ACH31
New ACH Batch31
Part 1: Creating an ACH Batch31
Part 2: Adding an Existing Participant33
Part 3: Adding a Detail Record34
Part 4: Finalizing the ACH Batch36
Part 5: Scheduling the ACH Batch37
Part 6: Reviewing the ACH Batch38
Part 7: Multi-Factor Authentication39
Creating an ACH Template40
Part 1: Creating an ACH Template40
Part 2: Adding an Existing Participant42
Part 3: Adding a Detail Record43
Part 4: Finalizing an ACH Template45
Part 5: Reviewing an ACH Template46
Initiating a Template47
Part 1: Initiating a Template47
Part 2: Scheduling an ACH Batch49
Part 3: Reviewing an ACH Batch50
Part 4: Multi-Factor Authentication51
Editing an ACH Template52
Deleting an ACH Template53
ACH File Upload54
Creating a Template for Delimiter Separated File Uploads56
Editing a Template for Delimiter Separated File Uploads58
Deleting a Template for Delimiter Separated File Uploads59
Uploading a Delimiter Separated File60
Editing an ACH Batch63
Deleting an ACH Batch64
Approving an ACH Batch65
Reversing an ACH Batch66
Positive Pay68
Introduction68
Manually Add a Check69
Check Upload Templates71
Fixed Length Template71
Delimiter Separated Template73
Edit Upload Templates75
Manually Add Checks Via Upload77
Managing Exceptions80
Historical Decisions82
Filters83
Add Email Address to Receive Notifications83
Add an Allowed Company84
Manage Allowed Companies85
Actions for Unlisted Companies86
Block an ACH Item87
Manage Blocked Items88
Manage Watch List89
Manage Watch List90
Reports91
Creating a New Report91
Running an Existing Report92
Editing a Report93
Deleting a Report94
Alerts95
Alerts Overview95
Custom Alerts96
Business Banking Alerts97
Security Alerts98
Turning Alerts On and Off99
Editing or Deleting Alerts100
Previous Alerts101

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