Salem Co-operative Bank Your Guide to Our Business Digital Banking Suite

First page Table of contents Next page Last page

Getting Started	3
Business Digital Banking Overview	9
Sub-Users	9
Companies	9
Transaction Type Overview	10
New User Enrollment	11
Logging In	12
Multi-Factor Authentication	14
Logging Off	15
Duo Mobile	16
Accounts	18
Dashboard Overview	18
Account Details Overview	20
Transaction Details	22
Adding an Account to TotalView	24
Adding an External Account	26
Verifying an External Account	28
Removing an External Account	29
Editing Favorite Accounts	30
My Credit Manager	31
Registration	31
Overview	33
Organize Dashboard	34
Reorder Accounts	34
Rename Accounts	35
Hide/Unhide Accounts	36
Hide/Unhide Dashboard Tiles	37
App Appearance	38
Favorite Payees	39
Selecting Favorite Payees	39
TotalView	40
Initial Setup	40
Tagging Transactions	41
Splitting a Transaction	43
TotalView Dashboard	45
Spending by Category	46
Budget	48
Adding Budgets	49
Managing Budgets	50
Add a Budget Alert	52
Cashflow Overview	53
Add a Bill or Income	54
Net Worth	55
Add an Unlinked Asset or Debt	56
Goals	57
Adding Goals	58
Save for Goals	58
Pay Off Goals	59
Add a Goal Alert	60
Managing Goals	61
Security	62
Protecting Your Information	62
General Guidelines	62
Login ID and Password	62
Fraud Prevention	62
Login Settings	63
Change Username	63
Change Password	64
Change Security Questions	65
Recent Logins	66
Mobile Security Preferences	67
Enabling Biometric Sign-In	67
Enabling FaceID	68
Enabling PIN Login	69
Auto-Login	70
Alerts	71
Alerts Overview	71
Custom Alerts	72
Business Banking Alerts	73
Security Alerts	74
TotalView Alerts	75
Turning Alerts On and Off	76
Editing or Deleting Alerts	77
Previous Alerts	78
Move Money	79
Move Money Overview	79
Adding a Payee	80
Person to Person Payee	80
Favoriting a Payee	82
Editing a Payee	83
Deleting a Payee	84
New Transaction	85
Transferring Money Between Your Accounts	85
Making a Loan Payment	87
Transferring Money to Another Person (P2P)	90
Editing Transfers/Payments	92
Skip Transfers/Payments	93
Deleting Transfers/Payments	94
Deposit Checks	95
Mobile Deposit	95
Manage Cards	96
Turn Card On or Off	96
Card Name	97
Card Alert	98
Change PIN	99
Report Lost or Stolen Card	100
Travel Notification	101
Enable Automatic On/Off	103
Google Pay/Apple Pay	105
Reports	106
Creating a New Report	106
Account Activity Report	106
Running an Existing Report	107
Editing a Report	108
Deleting a Report	109
Services	110
Locations	110
Secure Message Overview	111
Sending a Secure Message	112
Submit a Form	113
Documents	114
Document Enrollment	114
Viewing Documents	115
Stop Payment	116
Single Check	116
Multiple Checks	118
ACH	120
Settings	122
Contact Settings	122
Adding a New Phone	122
Editing a Phone	123
Deleting a Phone	124
Editing an Email Address	125
Bill Pay	126
Bill Pay Overview	126
Creating a Payee	126
Editing a Payee	128
Deleting a Payee	129
Schedule Payments	130
Desktop	130
Mobile	131
Recurring Payments	132
Desktop	132
Mobile	133
Rush Delivery	134
Setting Up VisiBill	135
eBill Options	136
Editing a Payment	137
Deleting a Payment	138
Payment History	139
Picture Pay	140
Updating Preferences	142
Sub-Users	143
Sub-Users Overview	143
Editing a Sub-User	147
Part 1: Editing Sub-User Access	148
Deleting a Sub-User	150
Company Management	151
Company Management Overview	151
Adding a Participant to an Existing Company	152
Editing a Company	155
Wires	156
New Domestic Wire	156
Part 2: (Optional) Beneficiary and Intermediary Institutions	158
Part 3: Schedule Wire Payment	159
Creating a Domestic Wire Template	162
Part 1: Recipient Information	162
Part 2: (Optional) Beneficiary and Intermediary Institutions	164
Part 3: Template Name	165
Initiating a Template	167
Part 1: Initiating a Template	167
Part 2: Scheduling a Wire	168
Editing a Wire Template	170
Deleting a Wire Template	172
Editing a Wire	173
Deleting a Wire	174
Approving a Wire	175
Rejecting a Wire	176
Wire History	177

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