Peoples Savings Bank Business Online Banking User Guide

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Reports Creating a New Report ...............................................................................................87 Running an Existing Report .......................................................................................88 Reports Editing a Report...........................................................................................................89 Deleting a Report ........................................................................................................90 Services Locations......................................................................................................................91 Secure Message Overview .........................................................................................92 Sending a Secure Message ........................................................................................93 Submit a Form...................................................................................................................... 94 Documents ..................................................................................................................95 Document Enrollment......................................................................................................... 95 Viewing Documents............................................................................................................. 96 Settings Contact Settings ..........................................................................................................97 Adding a New Phone ........................................................................................................... 97 Editing a Phone .................................................................................................................... 98 Deleting a Phone.................................................................................................................. 99 Editing an Email Address ................................................................................................. 100 Sub-Users Sub-Users Overview ................................................................................................ 101 Linking Sub-Users To a Company .......................................................................... 105 Removing a Sub-User From a Company ............................................................... 107 Editing a Sub-User ................................................................................................... 109 Part 1: Editing Sub-User Access....................................................................................... 110 Deleting a Sub-User................................................................................................. 112 Company Management Company Management Overview ......................................................................... 113 Adding a Participant to an Existing Company ...................................................... 119 Editing a Company................................................................................................... 122 ACH New ACH Batch ........................................................................................................ 123 Part 1: Creating an ACH Batch......................................................................................... 123 Part 2: Adding an Existing Participant ............................................................................ 125 Part 6: Reviewing the ACH Batch .................................................................................... 130