Peoples Savings Bank Business Online Banking User Guide

First page Table of contents Next page Last page

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	18
Reorder Accounts	18
Rename Accounts	19
Hide/Unhide Accounts	20
Hide/Unhide Dashboard Tiles	21
App Appearance	22
Quick Pay	23
Selecting Favorite Payees	23
Person to Person	24
Bill Pay	26
Monthly Activity	28
Security	29
Protecting Your Information	29
General Guidelines	29
Login ID and Password	29
Fraud Prevention	29
Login Settings	30
Change Username	30
Change Password	31
Change Security Questions	32
Recent Logins	33
Mobile Security Preferences	34
Enabling Biometric Sign-In	34
Enabling FaceID	35
Enabling PIN Login	36
Auto-Login	37
Alerts	38
Alerts Overview	38
Custom Alerts	39
Bill Pay Alerts	40
Business Banking Alerts	41
Security Alerts	42
Turning Alerts On and Off	43
Editing or Deleting Alerts	44
Previous Alerts	45
Move Money	46
Move Money Overview	46
Adding a Payee	47
Person to Person Payee	47
Bill Pay Payee - Company	49
Bill Pay Payee - Individual	51
Favoriting a Payee	54
Editing a Payee	55
Deleting a Payee	56
New Transaction	57
Transferring Money Between Your Accounts	57
Making a Loan Payment	59
Transferring Money to Another Person (P2P)	61
Making a Bill Pay Payment	63
Editing Transfers/Payments	65
Skip Transfers/Payments	66
Deleting Transfers/Payments	67
Autobooks	68
Overview	68
Send an Invoice	69
Edit Invoice Draft	71
Mark Invoice as Paid	72
Copy Invoice	73
Email Invoice	75
Cancel Invoice	76
Edit Recurring Schedule	77
Pause Recurring Schedule	79
Resume Recurring Schedule	80
Cancel Recurring Schedule	81
Export Invoices	82
New Estimate	83
Edit an Estimate	85
Email an Estimate	87
Create an Invoice from an Estimate	88
Cancel an Estimate	90
Export Estimates	91
Add a Customer	92
Import Customers	93
Export Customers	94
Edit a Customer	95
Archive a Customer	97
Invoice Balance Details	99
New Product/Service	100
Edit Product/Service	101
Delete Product/Service	103
Invoice Settings	104
Edit Invoice Reminders and Fees	105
Payment Form Overview	107
Payment Form Settings	108
Share Your Payment Form Link	109
Email Your Payment Form Link	110
Payments	111
Refund a Payment	112
Cancel a Payment	113
Deposit Checks	114
Remote Deposit	114
Manage Cards	115
Turn Card On or Off	115
Card Name	116
Card Alert	117
Temporary Spending Limit Increase	118
Change PIN	119
Report Lost or Stolen Card	120
Travel Notification	121
Enable Automatic On/Off	123
Services	125
Locations	125
Secure Message Overview	126
Sending a Secure Message	127
Submit a Form	128
Documents	129
Viewing Documents	129
Settings	130
Contact Settings	130
Adding a New Phone	130
Editing a Phone	131
Deleting a Phone	132
Editing an Email Address	133
Language Preference	134
App Appearance	135
Sub-Users	136
Sub-Users Overview	136
Sub-Users Overview	137
Adding a New Sub-User	138
Editing a Sub-User	140
Part 1: Editing Sub-User Access	141
Part 2: Editing Sub-User Limits	142
Part 3: Editing Sub-User Authentication	143
Deleting a Sub-User	144
Company Management	145
Company Management Overview	145
Part 1: Adding a Company	146
Part 2: Adding a New Participant	148
Part 3: Company Limits	150
Adding Participant to an Existing Company	151
Uploading Participants	153
Editing a Company	154
ACH	155
New ACH Batch	155
Part 1: Creating an ACH Batch	155
Part 2: Adding an Existing Participant	157
Part 3: Adding a Detailed Record	158
Part 4: Finalizing the ACH Batch	160
Part 5: Scheduling the ACH Batch	161
Part 6: Reviewing the ACH Batch	162
Creating an ACH Template	163
Part 1: Creating an ACH Template	163
Part 2: Adding an Existing Participant	165
Part 3: Adding a Detail Record	166
Part 4: Finalizing an ACH Template	168
Part 5: Reviewing an ACH Template	169
Initiating a Template	170
Part 1: Initiating a Template	170
Part 2: Scheduling an ACH Batch	172
Part 3: Reviewing an ACH Batch	173
Editing an ACH Template	174
Deleting an ACH Template	175
ACH File Upload	176
Creating a Template for Delimiter Separated File Uploads	178
Editing a Template for Delimiter Separated File Uploads	180
Deleting a Template for Delimiter Separated File Uploads	181
Uploading a Delimiter Separated File	182
Editing an ACH Batch	185
Deleting an ACH Batch	186
Approving an ACH Batch	187
Reversing an ACH Batch	188
Positive Pay	190
Introduction	190
Manually Add a Check	191
Check Upload Templates	193
Fixed Length Template	193
Delimiter Separated Template	195
Edit Upload Templates	197
Manually Add Checks Via Upload	199
Managing Exceptions	201
Historical Decisions	202
Reports	203
Creating a New Report	203
Running an Existing Report	204
Editing a Report	205
Deleting a Report	206

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