Peoples Bank Business Banking User Guide

First page Table of contents Next page Last page
Getting Started4
Business Online Banking Overview4
Sub-Users4
Companies4
Transaction Type Overview5
Logging In6
Out-of-Band Authentication8
Logging Off9
DUO Mobile10
Resetting a Forgotten Password12
Retrieve a Forgotten Username13
Sub-Users14
Sub-Users Overview14
Sub-Users Overview15
Adding a New Sub-User16
Editing a Sub-User18
Part 1: Editing Sub-User Access19
Part 2: Editing Sub-User Limits20
Deleting a Sub-User21
Company Management22
Company Management Overview22
Adding Participant to an Existing Company23
Uploading Participants25
Editing a Company26
ACH27
New ACH Batch27
Part 1: Creating an ACH Batch27
Part 2: Adding an Existing Participant29
Part 3: Adding a Detailed Record30
Part 4: Finalizing the ACH Batch32
Part 5: Scheduling the ACH Batch33
Part 6: Reviewing the ACH Batch34
Creating an ACH Template35
Part 1: Creating an ACH Template35
Part 2: Adding an Existing Participant37
Part 3: Adding a Detail Record38
Part 4: Finalizing an ACH Template40
Part 5: Reviewing an ACH Template41
Initiating a Template42
Part 1: Initiating a Template42
Part 2: Scheduling an ACH Batch44
Part 3: Reviewing an ACH Batch45
Editing an ACH Template46
Deleting an ACH Template47
ACH File Upload48
Creating a Template for Delimiter Separated File Uploads50
Editing a Template for Delimiter Separated File Uploads52
Deleting a Template for Delimiter Separated File Uploads53
Uploading a Delimiter Separated File54
Editing an ACH Batch57
Deleting an ACH Batch58
Approving an ACH Batch59
Reversing an ACH Batch60
NOCS/Returns62
To Correct a NOC62
To Mark a Return as Reviewed64
Reports65
Creating a New Report65
Running an Existing Report66
Editing a Report67
Deleting a Report68
Alerts69
Alerts Overview69
Custom Alerts70
Business Banking Alerts71
Security Alerts72
Turning Alerts On and Off73
Editing or Deleting Alerts74
Previous Alerts75

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