Peoples Savings Bank Business Online Banking User Guide

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Settings 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 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 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 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