Peoples Savings Bank Business Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	1
Transaction Type Overview	6
Logging In	7
Multi-Factor Authentication	9
Logging Off	10
Duo Mobile	11
Resetting a Forgotten Password	13
Retrieve a Forgotten Username	14
Accounts	15
Dashboard Overview	15
Account Details Overview	17
Transaction Details	19
Adding a New Account	21
Editing Favorite Accounts	25
Organize Dashboard	26
Reorder Accounts	26
Rename Accounts	27
Hide/Unhide Accounts	28
Hide/Unhide Dashboard Tiles	29
App Appearance	30
Favorite Payees	31
Selecting Favorite Payees	31
Security	32
Protecting Your Information	32
General Guidelines	32
Login ID and Password	32
Fraud Prevention	32
Login Settings	33
Change Username	33
Change Password	34
Change Security Questions	35
Recent Logins	36
Mobile Security Preferences	37
Enabling Biometric Sign-In	37
Enabling FaceID	38
Enabling PIN Login	39
Auto-Login	40
Alerts	41
Alerts Overview	41
Custom Alerts	42
Business Banking Alerts	43
Security Alerts	44
Turning Alerts On and Off	45
Editing or Deleting Alerts	46
Previous Alerts	47
Move Money	48
Move Money Overview	48
Bill Pay Enrollment	49
Adding a Payee	51
Person to Person Payee	51
Bill Pay Payee - Company	53
Bill Pay Payee - Individual	55
Favoriting a Payee	58
Editing a Payee	59
Deleting a Payee	60
New Transaction	61
Transferring Money Between Your Accounts	61
Making a Loan Payment	63
Transferring Money to Another Person (P2P)	66
Making a Bill Pay Payment	68
Editing Transfers/Payments	70
Skip Transfers/Payments	71
Deleting Transfers/Payments	72
Deposit Checks	73
Remote Deposit	73
Manage Cards	74
Turn Card On or Off	74
Card Name	75
Card Alert	76
Temporary Spending Limit Increase	77
Change PIN	78
Report Lost or Stolen Card	79
Travel Notification	80
Enable Automatic On/Off	82
Google Pay/Apple Pay	84
Reports	85
Creating a New Report	85
Running an Existing Report	86
Reports	87
Editing a Report	87
Deleting a Report	88
Services	89
Locations	89
Secure Message Overview	90
Sending a Secure Message	91
Submit a Form	92
Documents	93
Document Enrollment	93
Viewing Documents	94
Settings	95
Contact Settings	95
Adding a New Phone	95
Editing a Phone	96
Deleting a Phone	97
Editing an Email Address	98
Sub-Users	99
Sub-Users Overview	99
Linking Sub-Users To a Company	103
Removing a Sub-User From a Company	105
Editing a Sub-User	107
Part 1: Editing Sub-User Access	108
Deleting a Sub-User	110
Company Management	111
Company Management Overview	111
Adding a Participant to an Existing Company	117
Editing a Company	120
ACH	121
New ACH Batch	121
Part 1: Creating an ACH Batch	121
Part 2: Adding an Existing Participant	123
Part 6: Reviewing the ACH Batch	128
Creating an ACH Template	130
Part 1: Creating an ACH Template	130
Part 2: Adding an Existing Participant	132
Initiating a Template	137
Part 1: Initiating a Template	137
Part 3: Reviewing an ACH Batch	140
Editing an ACH Template	142
Deleting an ACH Template	143
ACH File Upload	144
Deleting a Template for Delimiter Separated File Uploads	149
Editing an ACH Batch	153
Deleting an ACH Batch	154
Approving an ACH Batch	155
Reversing an ACH Batch	156
Positive Pay	158
Introduction	158
Manually Add a Check	159
Check Upload Templates	161
Fixed Length Template	161
Delimiter Separated Template	163
Edit Upload Templates	165
Manually Add Checks Via Upload	167
Void Previously Issued Items	170
Managing Exceptions	171
Historical Decisions	173
Filters	174
Add Email Address to Receive Notifications	174
Add an Allowed Company	175
Manage Allowed Companies	176
Actions for Unlisted Companies	177
Block an ACH Item	178
Manage Blocked Items	179
Manage Watch List	180

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