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

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Table of Contents Getting Started

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 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 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