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

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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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