Peoples Savings Bank Business Online Banking User Guide

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A. The navigation bar appears in every view on the left side of the screen. You can navigate to Online Banking features by selecting the appropriate tab. B. Your accounts are displayed in an account tile with their balance. If you click

an account tile, you are taken to the Account Details page. C. Export your accounts into a different format by clicking the

icon.

D. The

icon opens the search bar to find transactions with that account.

E. Click the

icon to add a new account. Go to page 15 for more information.

F. Quick links let you quickly access different features. G. Autobooks allows you to create and send invoices, as well as accept online payments directly into your PSB checking account and automate bookkeeping tasks through PSB’s digital banking platform. For more information go to page 69. H. Quick Pay allows you to quickly pay your favorite payees. Payees marked as favorites appear here. Go to page 24 for more information. I. View your monthly checking, savings and loan activity on a graph.

Accounts: Dashboard Overview