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	10
Sub-Users	10
Companies	10
Transaction Type Overview	11
New User Enrollment	12
Logging In	13
Multi-Factor Authentication	15
Logging Off	16
Duo Mobile	17
Accounts	19
Dashboard Overview	19
Account Details Overview	21
Transaction Details	23
Adding an Account	25
Adding an Account to TotalView	25
Editing Favorite Accounts	27
My Credit Manager	28
Registration	28
Overview	30
Organize Dashboard	31
Reorder Accounts	31
Rename Accounts	32
Hide/Unhide Accounts	33
Hide/Unhide Dashboard Tiles	34
App Appearance	35
TotalView	36
Initial Setup	36
Tagging Transactions	37
Splitting a Transaction	39
TotalView Dashboard	41
Spending by Category	42
Budget	44
Adding Budgets	45
Managing Budgets	46
Add a Budget Alert	48
Cashflow Overview	49
Add a Bill or Income	50
Net Worth	51
Add an Unlinked Asset or Debt	52
Goals	53
Adding Goals	54
Save for Goals	54
Pay Off Goals	55
Add a Goal Alert	56
Managing Goals	57
Security	58
Protecting Your Information	58
General Guidelines	58
Login ID and Password	58
Fraud Prevention	58
Login Settings	59
Change Username	59
Change Password	60
Change Security Questions	61
Recent Logins	62
Mobile Security Preferences	63
Enabling Biometric Sign-In	63
Enabling FaceID	64
Enabling PIN Login	65
Auto-Login	66
Alerts	67
Alerts Overview	67
Custom Alerts	68
Business Banking Alerts	69
Security Alerts	70
TotalView Alerts	71
Turning Alerts On and Off	72
Editing or Deleting Alerts	73
Previous Alerts	74
Move Money	75
Move Money Overview	75
Bill Pay Enrollment	77
Adding a Payee	79
Favoriting a Payee	79
New Transaction	80
Transferring Money Between Your Accounts	80
Making a Loan Payment	82
Editing Transfers/Payments	84
Deleting Transfers/Payments	85
Deposit Checks	86
Mobile Deposit	86
Manage Cards	87
Turn Card On or Off	87
Card Name	88
Card Alert	89
Change PIN	90
Report Lost or Stolen Card	91
Travel Notification	92
Enable Automatic On/Off	94
Google Pay/Apple Pay	96
Reports	97
Creating a New Report	97
Account Activity Report	97
Running an Existing Report	98
Editing a Report	99
Deleting a Report	100
Services	101
Locations	101
Secure Message Overview	102
Sending a Secure Message	103
Submit a Form	104
Documents	105
Document Enrollment	105
Viewing Documents	106
Stop Payment	107
Single Check	107
Multiple Checks	109
ACH	111
Settings	113
Contact Settings	113
Adding a New Phone	113
Editing a Phone	114
Deleting a Phone	115
Editing an Email Address	116
Bill Pay	117
Bill Pay Overview	117
Creating a Payee	117
Editing a Payee	119
Deleting a Payee	120
Schedule Payments	121
Desktop	121
Mobile	122
Recurring Payments	123
Desktop	123
Mobile	124
Rush Delivery	125
Setting Up VisiBill	126
eBill Options	127
Editing a Payment	128
Deleting a Payment	129
Payment History	130
Picture Pay	131
Updating Preferences	133
Sub-Users	134
Sub-Users Overview	134
Editing a Sub-User	138
Part 1: Editing Sub-User Access	139
Deleting a Sub-User	141
Company Management	142
Company Management Overview	142
Adding a Participant to an Existing Company	143
Editing a Company	146
ACH	147
New ACH Batch	147
Part 1: Creating an ACH Batch	147
Part 2: Adding an Existing Participant	149
Part 6: Reviewing the ACH Batch	154
Creating an ACH Template	156
Part 1: Creating an ACH Template	156
Initiating a Template	164
Part 1: Initiating a Template	164
Part 3: Reviewing an ACH Batch	167
Editing an ACH Template	169
Deleting an ACH Template	170
ACH File Upload	171
Editing an ACH Batch	178
Deleting an ACH Batch	179
Approving an ACH Batch	180
Reversing an ACH Batch	181
Wires	183
New Domestic Wire	183
Part 2: (Optional) Beneficiary and Intermediary Institutions	185
Part 3: Schedule Wire Payment	186
Creating a Domestic Wire Template	189
Part 1: Recipient Information	189
Part 2: (Optional) Beneficiary and Intermediary Institutions	191
Part 3: Template Name	192
Initiating a Template	194
Part 1: Initiating a Template	194
Part 2: Scheduling a Wire	195
Editing a Wire Template	197
Deleting a Wire Template	199
Editing a Wire	200
Deleting a Wire	201
Approving a Wire	202
Rejecting a Wire	203
Wire History	204
Positive Pay	205
Introduction	205
Manually Add a Check	206
Check Upload Templates	208
Fixed Length Template	208
Delimiter Separated Template	210
Edit Upload Templates	212
Add Checks Via Upload	214
Void Previously Issued Items	217
Managing Exceptions	218
Historical Decisions	220

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