Pueblo Bank and Trust Bank Business Online Banking User Guide for Mobile

Getting Started6
PB&T Biz Overview6
Users6
Recipients6
Transaction Type Overview7
PB&T Biz Transaction Types7
Business Banking8
Users Overview8
User Management Overview9
Recipient Overview10
Adding a Recipient11
ACH Only—Entering Information12
Domestic Wires Only—Receiving Bank Detail14
Domestic Wires Only—Receiver and Intermediary Detail17
International Wires Only—Beneficiary Bank Detail18
International Wires Only—Intermediary Detail21
Review22
Editing a Recipient23
Deleting a Recipient24
Creating a Batch Payee List25
Creating a New Payment29
Create a Payment29
Make Batch Payment32
Editing a Batch35
Deleting a Batch36
Activity37
Deleting a Transaction37
Viewing, Approving or Denying a Transaction38
Single Transaction38
Bill Pay40
Home Page Overview40
Add a Payee42
Company42
Individual Electronic Payments: Allowing an Individual to Provide Their Banking Information44
Individual Electronic Payments: If You Have an Individual’s Account Information46
Individual Check Payments48
Activate a Payee50
Import Payees51
Edit a Payee54
Delete a Payee55
Add and Manage Categories56
Single Payment57
Edit or Stop a Single Payment58
Create a Recurring Payment59
Edit or Stop a Recurring Payment61
Payment Approval63
Add a Transfer Account64
Delete or Edit a Transfer Account65
One-Time Transfer66
Edit or Stop a Single Transfer67
Recurring Transfers68
Edit or Stop a Recurring Transfer69
Transfer Approval71
Add an Employee72
Edit or Deactivate an Employee74
Schedule Payroll76
Edit Scheduled Payroll78
Schedule Extra Payroll79
View Past Payroll81
Edit or Stop Scheduled Payroll82
Payroll Approval85
Calendar86
Company Profile87
Delete or Edit Bill Pay Accounts88
Modify User Permissions89
Personal Profile90
e-Notifications91
Events91
Logout92
Recurring93
Reminders94
Reports95

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