Pueblo Bank and Trust Bank Business Online User Guide for Desktop

4

e-Notifications........................................................................................................... 112 Events................................................................................................................................. 112 Logout................................................................................................................................. 113 Recurring............................................................................................................................ 114 Reminders.......................................................................................................................... 115 Reports...................................................................................................................... 116 Deposit Capture Introduction...................................................................................................... 117 Accessing the Application........................................................................................ 117 User Terminology..................................................................................................... 117 Available Resources................................................................................................. 118 Deposit Capture Process Workflow............................................................... 119 System Requirements...................................................................................... 120 For the PC:................................................................................................................. 120 For Microsoft® Windows®:.................................................................................... 120 Installing Microsoft Components................................................................... 122 Trusted Sites............................................................................................................. 122 Installing Remote Deposit Scan Service......................................................... 124 Uninstalling Existing Scanner Drivers.................................................................... 124 Installing Remote Deposit Scan Service................................................................ 125 Installing Your Scanner............................................................................................ 127 Solution Overview............................................................................................ 130 Administration Administrator Overview................................................................................... 132 Logging In: Admin User.................................................................................... 133 Creating a Secret Question..................................................................................... 134 Updating the Admin Profile.................................................................................... 135 Adding a User.................................................................................................... 136 User Troubleshooting Tips...................................................................................... 136 Enabling Remote Deposit Features for a User Profile......................................... 139 Edit Users - Manage Users, Delete Users, and Reset Passwords....................... 140 Unlocking a User Profile.......................................................................................... 141 Listing Deleted Profiles............................................................................................ 141 Processing Remote Deposits Creating a Deposit............................................................................................ 142 Editing a Batch.................................................................................................. 144 Editing a Batch Total........................................................................................ 145 Performing a MICR Repair............................................................................... 146 Keying in a Dollar Amount............................................................................... 147

Made with FlippingBook flipbook maker