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

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Table of Contents Getting Started

10 Business Digital Banking Overview.............................................................................9 Sub-Users................................................................................................................................ 9 Companies .............................................................................................................................. 9 Transaction Type Overview ....................................................................................... New User Enrollment .................................................................................................11 Logging In.....................................................................................................................12 Multi-Factor Authentication.......................................................................................14 Logging Off ........................................................................................................................... 15 Duo Mobile ........................................................................................................................... 16 Accounts Dashboard Overview..................................................................................................18 Account Details Overview .......................................................................................... Editing Favorite Accounts........................................................................................... Transaction Details .....................................................................................................22 Adding an Account to TotalView ...............................................................................24 Adding an External Account ......................................................................................26 Verifying an External Account ............................................................................................ 28 Removing an External Account .......................................................................................... 29 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 Initial Setup.................................................................................................................. Tagging Transactions........................................................................................................... 41 Splitting a Transaction ......................................................................................................... 43 TotalView Dashboard .................................................................................................45 Spending by Category ................................................................................................46 Budget ..........................................................................................................................48 Adding Budgets.................................................................................................................... 49 20 30 40 Managing Budgets............................................................................................................... Add a Budget Alert............................................................................................................... 52 50