Signature Bank of Arkansas Business Banking User Guide

First page Table of contents Next page Last page
Getting Started6
Business Online Banking Overview6
Sub-Users6
Companies6
Transaction Type Overview7
Logging In8
Logging Off9
Multi-Factor Authentication10
Logging Off11
Duo Mobile12
Sub-Users14
Sub-Users Overview14
Sub-Users Overview15
Adding a New Sub-User16
Editing a Sub-User18
Part 1: Editing Sub-User Access19
Part 2: Editing Sub-User Limits20
Part 3: Editing Sub-User Authentication21
Deleting a Sub-User22
Company Management23
Company Management Overview23
Adding a Participant to an Existing Company24
Uploading Participants26
Editing a Company27
ACH28
New ACH Batch28
Part 1: Creating an ACH Batch28
Part 2: Adding an Existing Participant30
Part 3: Adding a Detail Record31
Part 4: Finalizing the ACH Batch33
Part 5: Scheduling the ACH Batch34
Part 6: Reviewing the ACH Batch35
Part 7: Multi-Factor Authentication36
Creating an ACH Template37
Part 1: Creating an ACH Template37
Part 2: Adding an Existing Participant39
Part 3: Adding a Detail Record40
Part 4: Finalizing an ACH Template42
Part 5: Reviewing an ACH Template43
Initiating a Template44
Part 1: Initiating a Template44
Part 2: Scheduling an ACH Batch46
Part 3: Reviewing an ACH Batch47
Part 4: Multi-Factor Authentication48
Editing an ACH Template49
Deleting an ACH Template50
ACH File Upload51
Creating a Template for Delimiter Separated File Uploads53
Editing a Template for Delimiter Separated File Uploads55
Deleting a Template for Delimiter Separated File Uploads56
Uploading a Delimiter Separated File57
Editing an ACH Batch60
Deleting an ACH Batch61
Approving an ACH Batch62
Reversing an ACH Batch63
Wires65
New Domestic Wire65
Part 1: Recipient Information66
Part 2: (Optional) Beneficiary and Intermediary Institutions67
Part 3: Schedule Wire Payment68
Part 4: Review Wire Payment69
Part 5: Multi-Factor Authentication70
New International Wire71
Part 1: Recipient Information72
Part 2: (Optional) Intermediary Institutions74
Part 3: Schedule Wire Payment75
Part 4: Review Wire Payment76
Part 5: Multi-Factor Authentication77
Creating a Domestic Wire Template78
Part 1: Recipient Information78
Part 2: (Optional) Beneficiary and Intermediary Institutions80
Part 3: Template Name81
Part 4: Review Wire Template82
Creating an International Wire Template83
Part 1: Recipient Information83
Part 2: (Optional) Intermediary Institutions86
Part 3: Template Name87
Part 4: Review Wire Template88
Initiating a Template89
Part 1: Initiating a Template89
Part 2: Scheduling a Wire90
Part 3: Reviewing a Wire91
Editing a Wire Template92
Deleting a Wire Template94
Editing a Wire95
Deleting a Wire96
Approving a Wire97
Rejecting a Wire98
Wire History99
Positive Pay100
Introduction100
Manually Add a Check101
Check Upload Templates103
Fixed Length Template103
Delimiter Separated Template105
Edit Upload Templates107
Manually Add Checks Via Upload109
Managing Exceptions112
Historical Decisions114
Reports115
Creating a New Report115
Running an Existing Report116
Editing a Report117
Deleting a Report118
Alerts119
Alerts Overview119
Custom Alerts120
Business Banking Alerts121
Security Alerts122
Turning Alerts On and Off123
Editing or Deleting Alerts124
Previous Alerts125
Autobooks126
Overview126
Send an Invoice127
Send a Recurring Invoice129
Edit Invoice Draft131
Mark Invoice as Paid132
Copy Invoice134
Email Invoice136
Cancel Invoice137
Edit Recurring Schedule138
Pause Recurring Schedule140
Resume Recurring Schedule141
Cancel Recurring Schedule142
Export Invoices143
New Estimate144
Edit an Estimate146
Email an Estimate148
Create an Invoice from an Estimate149
Cancel an Estimate151
Export Estimates152
Add a Customer153
Import Customers154
Export Customers155
Edit a Customer156
Archive a Customer158
Invoice Balance Details160
New Product/Service161
Edit Product/Service162
Delete Product/Service164
Invoice Settings165
Edit Invoice Reminders and Fees166
Payment Form Settings168
Share Your Payment Form Link169
Email Your Payment Form Link170
Payments171
Refund a Payment172
Cancel a Payment173
Reports174

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