Riverview Bank Business Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	6
New User Enrollment	6
Logging In	8
Logging Off	8
Resetting a Forgotten Password	9
Home Page	11
Home Page Overview	11
Account Details Overview	12
Quick Transfer	14
Account Nickname	15
Details & Settings	16
Account Grouping	17
Editing a Group Name	18
Deleting a Group	18
Security	19
Protecting Your Information	19
General Guidelines	19
Login ID and Password	19
Fraud Prevention	19
Security Preferences	20
Change Password	20
Change Login ID	21
Secure Delivery	22
Mobile Security Preferences	23
Enabling Touch ID or Fingerprint Login	23
Enabling Face ID	25
Disabling Touch ID, Fingerprint or Facial ID Login	26
Alerts Overview	27
Account Alerts	28
History Alerts	29
Online Transaction Alerts	30
Reminders	31
Security Alerts Overview	32
Editing Delivery Preferences	32
Enabling and Disabling Push Notifications	33
Secure Message Overview	34
Sending a Secure Message	35
Services	36
Stop Payment Request	36
Check Reorder	37
Mobile RDC Enrollment	39
Mobile Deposits	40
Settings	41
Profile	41
Account Preferences	42
Text Enrollment	43
Address Change Request	45
Statement Delivery	46
Themes	47
Accessibility	48
Transaction Types	49
Moving Money Overview	49
Transactions	50
Funds Transfer	50
Activity Center Overview	52
Using Filters	53
Creating or Deleting Custom Views Using Favorites	54
Editing Transactions	55
Canceling Transactions	56
Business Bill Pay	57
Home Page Overview	57
Add a Payee	59
Company	59
Individual Electronic Payments: Allowing an Individual to Provide Their Banking Information	61
Individual Electronic Payments: If You Have an Individual’s Account Information	63
Individual Check Payments	65
Activate a Payee	67
Import Payees	68
Edit a Payee	71
Delete a Payee	72
Add and Manage Categories	73
Single Payment	74
Edit or Stop a Single Payment	75
Create a Recurring Payment	76
Edit or Stop a Recurring Payment	78
Payment Approval	80
Calendar	81
Company Profile	82
Delete or Edit Bill Pay Accounts	83
Modify User Permissions	84
Personal Profile	85
e-Notifications	86
Events	86
Logout	87
Recurring	88
Reminders	89
Reports	90
Positive Pay	91
Introduction	91
Quick Exception Processing	92
Submit Issued Check File	95
Add New Issued Check File	96
Void a Check	97
Check Search	98
Reverse Positive Extract Pay	100
ACH Transaction Search	101
Daily Checks Issued Summary	102
Stops and Voids	103
Exception Items	104
Stale Dated Checks	105
Account Reconciliation	106
Check Reconciliation Summary	107
ACH Authorization Rules Setup	108
Create an ACH Authorization Rule	108
Manage ACH Authorization Rules	110
Transaction Filters/Blocks	111
Issued Check File Processing Log	112
Locations	113
Branches and ATMs	113

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