| Getting Started | 7 |
| Business Online Banking Overview | 7 |
| Sub-Users | 7 |
| Companies | 7 |
| Transaction Type Overview | 8 |
| Accounts | 9 |
| Dashboard Overview | 9 |
| Account Details Overview | 11 |
| Transaction Details | 13 |
| Adding a New Account | 15 |
| Opening a New Account | 16 |
| Organize Dashboard | 19 |
| Reorder Accounts | 19 |
| Rename Accounts | 20 |
| Hide/Unhide Accounts | 21 |
| Hide/Unhide Dashboard Tiles | 22 |
| App Appearance | 23 |
| Quick Pay | 24 |
| Selecting Favorite Payees | 24 |
| Person to Person | 25 |
| Bill Pay | 27 |
| Monthly Activity | 29 |
| Security | 30 |
| Protecting Your Information | 30 |
| General Guidelines | 30 |
| Login ID and Password | 30 |
| Fraud Prevention | 30 |
| Login Settings | 31 |
| Change Username | 31 |
| Change Password | 32 |
| Change Security Questions | 33 |
| Recent Logins | 34 |
| Mobile Security Preferences | 35 |
| Enabling Biometric Sign-In | 35 |
| Enabling FaceID | 36 |
| Enabling PIN Login | 37 |
| Auto-Login | 38 |
| Alerts | 39 |
| Alerts Overview | 39 |
| Custom Alerts | 40 |
| Bill Pay Alerts | 41 |
| Business Banking Alerts | 42 |
| Security Alerts | 43 |
| Turning Alerts On and Off | 44 |
| Editing or Deleting Alerts | 45 |
| Previous Alerts | 46 |
| Move Money | 47 |
| Move Money Overview | 47 |
| Adding a Payee | 48 |
| Person to Person Payee | 48 |
| Bill Pay Payee - Company | 50 |
| Bill Pay Payee - Individual | 52 |
| Favoriting a Payee | 55 |
| Editing a Payee | 56 |
| Deleting a Payee | 57 |
| New Transaction | 58 |
| Transferring Money Between Your Accounts | 58 |
| Making a Loan Payment | 60 |
| Transferring Money to Another Person (P2P) | 62 |
| Making a Bill Pay Payment | 64 |
| Editing Transfers/Payments | 66 |
| Skip Transfers/Payments | 67 |
| Deleting Transfers/Payments | 68 |
| Autobooks | 69 |
| Overview | 69 |
| Send an Invoice | 70 |
| Edit Invoice Draft | 72 |
| Mark Invoice as Paid | 73 |
| Copy Invoice | 74 |
| Email Invoice | 76 |
| Cancel Invoice | 77 |
| Edit Recurring Schedule | 78 |
| Pause Recurring Schedule | 80 |
| Resume Recurring Schedule | 81 |
| Cancel Recurring Schedule | 82 |
| Export Invoices | 83 |
| New Estimate | 84 |
| Edit an Estimate | 86 |
| Email an Estimate | 88 |
| Create an Invoice from an Estimate | 89 |
| Cancel an Estimate | 91 |
| Export Estimates | 92 |
| Add a Customer | 93 |
| Import Customers | 94 |
| Export Customers | 95 |
| Edit a Customer | 96 |
| Archive a Customer | 98 |
| Invoice Balance Details | 100 |
| New Product/Service | 101 |
| Edit Product/Service | 102 |
| Delete Product/Service | 104 |
| Invoice Settings | 105 |
| Edit Invoice Reminders and Fees | 106 |
| Payment Form Overview | 108 |
| Payment Form Settings | 109 |
| Share Your Payment Form Link | 110 |
| Email Your Payment Form Link | 111 |
| Payments | 112 |
| Refund a Payment | 113 |
| Cancel a Payment | 114 |
| Deposit Checks | 115 |
| Remote Deposit | 115 |
| Manage Cards | 116 |
| Turn Card On or Off | 116 |
| Card Name | 117 |
| Card Alert | 118 |
| Temporary Spending Limit Increase | 119 |
| Change PIN | 120 |
| Report Lost or Stolen Card | 121 |
| Travel Notification | 122 |
| Enable Automatic On/Off | 124 |
| Services | 126 |
| Locations | 126 |
| Secure Message Overview | 127 |
| Sending a Secure Message | 128 |
| Submit a Form | 129 |
| Documents | 130 |
| Viewing Documents | 130 |
| Settings | 131 |
| Contact Settings | 131 |
| Adding a New Phone | 131 |
| Editing a Phone | 132 |
| Deleting a Phone | 133 |
| Editing an Email Address | 134 |
| Language Preference | 135 |
| App Appearance | 136 |
| Sub-Users | 137 |
| Sub-Users Overview | 137 |
| Sub-Users Overview | 138 |
| Adding a New Sub-User | 139 |
| Editing a Sub-User | 141 |
| Part 1: Editing Sub-User Access | 142 |
| Part 2: Editing Sub-User Limits | 143 |
| Part 3: Editing Sub-User Authentication | 144 |
| Deleting a Sub-User | 145 |
| Company Management | 146 |
| Company Management Overview | 146 |
| Part 1: Adding a Company | 147 |
| Part 2: Adding a New Participant | 149 |
| Part 3: Company Limits | 151 |
| Adding Participant to an Existing Company | 152 |
| Uploading Participants | 154 |
| Editing a Company | 155 |
| ACH | 156 |
| New ACH Batch | 156 |
| Part 1: Creating an ACH Batch | 156 |
| Part 2: Adding an Existing Participant | 158 |
| Part 3: Adding a Detailed Record | 159 |
| Part 4: Finalizing the ACH Batch | 161 |
| Part 5: Scheduling the ACH Batch | 162 |
| Part 6: Reviewing the ACH Batch | 163 |
| Creating an ACH Template | 164 |
| Part 1: Creating an ACH Template | 164 |
| Part 2: Adding an Existing Participant | 166 |
| Part 3: Adding a Detail Record | 167 |
| Part 4: Finalizing an ACH Template | 169 |
| Part 5: Reviewing an ACH Template | 170 |
| Initiating a Template | 171 |
| Part 1: Initiating a Template | 171 |
| Part 2: Scheduling an ACH Batch | 173 |
| Part 3: Reviewing an ACH Batch | 174 |
| Editing an ACH Template | 175 |
| Deleting an ACH Template | 176 |
| ACH File Upload | 177 |
| Creating a Template for Delimiter Separated File Uploads | 179 |
| Editing a Template for Delimiter Separated File Uploads | 181 |
| Deleting a Template for Delimiter Separated File Uploads | 182 |
| Uploading a Delimiter Separated File | 183 |
| Editing an ACH Batch | 186 |
| Deleting an ACH Batch | 187 |
| Approving an ACH Batch | 188 |
| Reversing an ACH Batch | 189 |
| Positive Pay | 191 |
| Introduction | 191 |
| Manually Add a Check | 192 |
| Check Upload Templates | 194 |
| Fixed Length Template | 194 |
| Delimiter Separated Template | 196 |
| Edit Upload Templates | 198 |
| Manually Add Checks Via Upload | 200 |
| Managing Exceptions | 202 |
| Historical Decisions | 203 |
| Reports | 204 |
| Creating a New Report | 204 |
| Running an Existing Report | 205 |
| Editing a Report | 206 |
| Deleting a Report | 207 |