Peoples Savings Bank Business Online Banking User Guide

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Settings 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 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 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 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