Pueblo Bank and Trust Bank Business Online Banking User Guide for Mobile
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Table of contents
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Getting Started
6
PB&T Biz Overview
6
Users
6
Recipients
6
Transaction Type Overview
7
PB&T Biz Transaction Types
7
Business Banking
8
Users Overview
8
User Management Overview
9
Recipient Overview
10
Adding a Recipient
11
ACH Only—Entering Information
12
Domestic Wires Only—Receiving Bank Detail
14
Domestic Wires Only—Receiver and Intermediary Detail
17
International Wires Only—Beneficiary Bank Detail
18
International Wires Only—Intermediary Detail
21
Review
22
Editing a Recipient
23
Deleting a Recipient
24
Creating a Batch Payee List
25
Creating a New Payment
29
Create a Payment
29
Make Batch Payment
32
Editing a Batch
35
Deleting a Batch
36
Activity
37
Deleting a Transaction
37
Viewing, Approving or Denying a Transaction
38
Single Transaction
38
Bill Pay
40
Home Page Overview
40
Add a Payee
42
Company
42
Individual Electronic Payments: Allowing an Individual to Provide Their Banking Information
44
Individual Electronic Payments: If You Have an Individual’s Account Information
46
Individual Check Payments
48
Activate a Payee
50
Import Payees
51
Edit a Payee
54
Delete a Payee
55
Add and Manage Categories
56
Single Payment
57
Edit or Stop a Single Payment
58
Create a Recurring Payment
59
Edit or Stop a Recurring Payment
61
Payment Approval
63
Add a Transfer Account
64
Delete or Edit a Transfer Account
65
One-Time Transfer
66
Edit or Stop a Single Transfer
67
Recurring Transfers
68
Edit or Stop a Recurring Transfer
69
Transfer Approval
71
Add an Employee
72
Edit or Deactivate an Employee
74
Schedule Payroll
76
Edit Scheduled Payroll
78
Schedule Extra Payroll
79
View Past Payroll
81
Edit or Stop Scheduled Payroll
82
Payroll Approval
85
Calendar
86
Company Profile
87
Delete or Edit Bill Pay Accounts
88
Modify User Permissions
89
Personal Profile
90
e-Notifications
91
Events
91
Logout
92
Recurring
93
Reminders
94
Reports
95
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