Getting Started | 8 |
Digital Banking System Requirements | 8 |
Browser (Desktop & Mobile) | 8 |
Mobile Device (App) | 8 |
Mobile Remote Deposit Capture | 8 |
New User Enrollment | 9 |
Logging In | 10 |
Out-of-Band Authentication | 12 |
Logging Off | 13 |
DUO Mobile | 14 |
Resetting a Forgotten Password | 16 |
Retrieve a Forgotten Username | 17 |
Accounts | 18 |
Dashboard Overview | 18 |
Account Details Overview | 20 |
Transaction Details | 22 |
Adding a New Account | 24 |
Opening a New Account | 25 |
Organize Dashboard | 28 |
Reorder Accounts | 28 |
Rename Accounts | 29 |
Hide/Unhide Accounts | 30 |
Hide/Unhide Dashboard Tiles | 31 |
App Appearance | 32 |
Quick Pay | 33 |
Selecting Favorite Payees | 33 |
Person to Person | 34 |
Bill Pay | 36 |
Monthly Activity | 38 |
Security | 39 |
Protecting Your Information | 39 |
General Guidelines | 39 |
Login ID and Password | 39 |
Fraud Prevention | 39 |
Login Settings | 40 |
Change Username | 40 |
Change Password | 41 |
Change Security Questions | 42 |
Recent Logins | 43 |
Mobile Security Preferences | 44 |
Enabling Biometric Sign-In | 44 |
Enabling FaceID | 45 |
Enabling PIN Login | 46 |
Auto-Login | 47 |
Alerts | 48 |
Alerts Overview | 48 |
Custom Alerts | 49 |
Bill Pay Alerts | 50 |
Security Alerts | 51 |
Turning Alerts On and Off | 52 |
Editing or Deleting Alerts | 53 |
Previous Alerts | 54 |
Move Money | 55 |
Move Money Overview | 55 |
Adding a Payee | 56 |
Person to Person Payee | 56 |
Bill Pay Payee - Company | 58 |
Bill Pay Payee - Individual | 60 |
Favoriting a Payee | 63 |
Editing a Payee | 64 |
Deleting a Payee | 65 |
New Transaction | 66 |
Transferring Money Between Your Accounts | 66 |
Making a Loan Payment | 68 |
Transferring Money to Another Person (P2P) | 70 |
Making a Bill Pay Payment | 72 |
Editing Transfers/Payments | 74 |
Skip Transfers/Payments | 75 |
Deleting Transfers/Payments | 76 |
Autobooks | 77 |
Overview | 77 |
Send an Invoice | 78 |
Edit Invoice Draft | 80 |
Mark Invoice as Paid | 81 |
Copy Invoice | 82 |
Email Invoice | 84 |
Cancel Invoice | 85 |
Edit Recurring Schedule | 86 |
Pause Recurring Schedule | 88 |
Resume Recurring Schedule | 89 |
Cancel Recurring Schedule | 90 |
Export Invoices | 91 |
New Estimate | 92 |
Edit an Estimate | 94 |
Email an Estimate | 96 |
Create an Invoice from an Estimate | 97 |
Cancel an Estimate | 99 |
Export Estimates | 100 |
Add a Customer | 101 |
Import Customers | 102 |
Export Customers | 103 |
Edit a Customer | 104 |
Archive a Customer | 106 |
Invoice Balance Details | 108 |
New Product/Service | 109 |
Edit Product/Service | 110 |
Delete Product/Service | 112 |
Invoice Settings | 113 |
Edit Invoice Reminders and Fees | 114 |
Payment Form Overview | 116 |
Payment Form Settings | 117 |
Share Your Payment Form Link | 118 |
Email Your Payment Form Link | 119 |
Payments | 120 |
Refund a Payment | 121 |
Cancel a Payment | 122 |
Deposit Checks | 123 |
Remote Deposit | 123 |
Manage Cards | 124 |
Turn Card On or Off | 124 |
Card Name | 125 |
Card Alert | 126 |
Temporary Spending Limit Increase | 127 |
Change PIN | 128 |
Report Lost or Stolen Card | 129 |
Travel Notification | 130 |
Enable Automatic On/Off | 132 |
Reports | 134 |
Creating a New Report | 134 |
Account Activity Report | 134 |
Sub-User Account Access Report | 135 |
Running an Existing Report | 136 |
Editing a Report | 137 |
Deleting a Report | 138 |
Services | 139 |
Locations | 139 |
Secure Message Overview | 140 |
Sending a Secure Message | 141 |
Submit a Form | 142 |
Documents | 143 |
Viewing Documents | 143 |
Settings | 144 |
Contact Settings | 144 |
Adding a New Phone | 144 |
Editing a Phone | 145 |
Deleting a Phone | 146 |
Editing an Email Address | 147 |
Language Preference | 148 |
App Appearance | 149 |
Sub-Users | 150 |
Sub-Users Overview | 150 |
Sub-User Overview | 151 |
Adding a New Sub-User | 152 |
Editing a Sub-User | 154 |
Part 1: Editing Sub-User Access | 155 |
Part 2: Editing Sub-User Authentication | 156 |
Deleting a Sub-User | 157 |