Peoples Savings Bank Consumer Online Banking User Guide

First page Table of contents Next page Last page

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 Limits	156
Deleting a Sub-User	157

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