Somerset Trust Company Online Banking Guide for Businesses
First page
Table of contents
Next page
Last page
Getting Started
5
Business Banking Overview
5
Users
5
Payees
5
Business Banking Transaction Types*
6
Users
7
Users Overview
7
Adding a New User
8
Part 1 of 4: Permissions and Limits
10
Part 2 of 4: Accounts
12
Part 3 of 4: Account Permissions
13
Part 4 of 4: Review Information
14
Copy a User
15
Editing a User
18
Editing User’s Permissions
19
Changing a Sub-User’s Status
20
Resetting Sub-User Password
21
Deleting a User
22
ACH Alerts
23
Payees
24
Payee Overview
24
Adding a Payee
25
ACH Payments*
27
Domestic Wire Payments*
28
International Wire Payments*
29
Editing a Payee
30
Adding Additional Payment Methods
31
Deleting a Payee
32
ACH Alerts
33
Business ACH
34
Creating a Template
34
Adding Payees to Template
36
Import Payees
37
Deleting Payees From a Template
38
Copying a Template
40
Editing a Template
41
Deleting a Template
42
Using a Template
43
ACH Pass-Thru*
47
Quick ACH
50
Scheduled ACH Transactions
52
Canceling a Scheduled ACH Transaction
53
ACH Transaction History
54
ACH Alerts
55
Authorize or Reject an ACH Transaction
56
Business Wires
57
New Domestic Wire
57
New International Wire*
59
Scheduled Wires
61
Canceling a Scheduled Wire
62
Wire Payment History
63
Business Wires Alerts
64
Authorize or Reject a Wire
65
Business Reports
67
Reports Dashboard
67
Create a Custom Report
68
ACH Details Report
69
Transaction History
70
Editing a Report
71
Deleting a Report
72
Standard Reports
73
Business Reports Alerts
74
Services
75
Card Management
75
Blocking a Card
75
Unblocking a Card
77
Manage Card Alerts
78
Replacement Card
79
Settings
81
Company Info
81
Autobooks
82
Overview
82
Send an Invoice
83
Edit Invoice Draft
85
Mark Invoice as Paid
86
Copy Invoice
87
Email Invoice
89
Cancel Invoice
90
Edit Recurring Schedule
91
Pause Recurring Schedule
93
Resume Recurring Schedule
94
Cancel Recurring Schedule
95
Export Invoices
96
New Estimate
97
Edit an Estimate
99
Email an Estimate
101
Create an Invoice from an Estimate
102
Cancel an Estimate
104
Export Estimates
105
Add a Customer
106
Import Customers
107
Export Customers
108
Edit a Customer
109
Archive a Customer
111
Invoice Balance Details
113
New Product/Service
114
Edit Product/Service
115
Delete Product/Service
117
Invoice Settings
118
Edit Invoice Reminders and Fees
119
Payment Form Settings
121
Share Your Payment Form Link
122
Email Your Payment Form Link
123
Payments
124
Refund a Payment
125
Cancel a Payment
126
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