R Bank Business Online Banking User Guide

Getting Started7
New User Enrollment7
First Time Login8
Logging In9
Logging Off9
Resetting A Forgotten Password10
Home Page12
Home Page Overview12
Account Summary Overview13
Account Details Overview14
Quick Transfer16
Account Grouping17
Editing a Group Name18
Deleting a Group18
Security19
Protecting Your Information19
General Guidelines19
Login ID and Password19
Fraud Prevention19
Security Preferences20
Change Password20
Change Login ID21
Secure Delivery22
Alerts Overview23
Date Alerts24
Account Alerts25
History Alerts26
Online Transaction Alerts27
Security Alerts Overview28
Edit Delivery Preferences28
Secure Message Overview29
Sending a Secure Message30
Transactions31
Moving Money Overview31
Funds Transfer32
Activity Center Overview34
Using Filters35
Creating or Deleting Custom Views Using Favorites35
Viewing, Approving or Canceling a Transaction36
Single Transaction36
Multiple Transactions37
Check Reorder38
Business Bill Pay39
Getting Started39
Navigation40
Pay Someone New41
Schedule a Single Payment44
Schedule Multi Payments46
Set Up Auto-Pay47
Edit an Auto-Payment49
Turn off Auto-Payment50
Edit Biller Details51
Edit Biller Details52
Quick Reference Panels Overview53
Reports54
Alert Preferences55
Commercial56
Editing Company Policy56
Part 1 of 4: Choose a Transaction Type to Edit in Company Policy56
Part 2 of 4: Choose the Maximum Draft Amount57
Part 3 of 4: Choose the Number of Approvals58
Part 4 of 4: Choose the Accounts58
Approval Limits59
Company Policy Tester60
Features Tab62
Accounts Tab63
Account Labels64
Reports Overview65
ACH Online Origination Report66
Company User Activity Report68
Transaction Report70
Wire Online Origination Report72
Company Entitlements Report74
ACH Activity Report-Previous Day(s)75
Balance and Activity Statement-Previous Day(s)77
Edit a Report79
Delete a Report80
Services81
Stop Payment81
Text Enrollment84
Address Change85
Account Preferences86
Locations87
Branches and ATMs87

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