Peoples Bank Business Banking User Guide

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Table of Contents Getting Started

Business Online Banking Overview.............................................................................4 Sub-Users................................................................................................................................ 4 Companies. ............................................................................................................................. 4 Transaction Type Overview..........................................................................................5 Logging In.......................................................................................................................6 Out-of-Band Authentication.........................................................................................8 Logging Off.............................................................................................................................. 9 DUO Mobile........................................................................................................................... 10 Resetting a Forgotten Password................................................................................12 Retrieve a Forgotten Username................................................................................13 Sub-Users Sub-Users Overview....................................................................................................14 Sub-Users Overview............................................................................................................. 15 Adding a New Sub-User ...................................................................................................... 16 Editing a Sub-User.......................................................................................................18 Part 1: Editing Sub-User Access.......................................................................................... 19 Part 2: Editing Sub-User Limits........................................................................................... 20 Deleting a Sub-User....................................................................................................21 Company Management Company Management Overview.............................................................................22 Adding Participant to an Existing Company.............................................................23 Uploading Participants........................................................................................................ 25 Editing a Company......................................................................................................26 ACH New ACH Batch............................................................................................................27 Part 1: Creating an ACH Batch............................................................................................ 27 Part 2: Adding an Existing Participant................................................................................ 29 Part 3: Adding a Detailed Record....................................................................................... 30 Part 4: Finalizing the ACH Batch......................................................................................... 32 Part 5: Scheduling the ACH Batch...................................................................................... 33 Part 6: Reviewing the ACH Batch........................................................................................ 34 Creating an ACH Template.........................................................................................35 Part 1: Creating an ACH Template...................................................................................... 35 Part 2: Adding an Existing Participant................................................................................ 37 Part 3: Adding a Detail Record............................................................................................ 38 Part 4: Finalizing an ACH Template.................................................................................... 40 Part 5: Reviewing an ACH Template................................................................................... 41