Southern BusinessPro User Guide

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Modify Reminder.........................................................................................................39 Delete Reminder..........................................................................................................40 Add/Modify Categories...............................................................................................41 Change Default Funding Account..............................................................................42 Alert Preferences.........................................................................................................43 Account Services Stop Payments.............................................................................................................44 Existing Stops........................................................................................................................ 46 Remote Deposit Capture............................................................................................47 Administration Communications. ........................................................................................................49 Received Mail and Alerts. .................................................................................................... 49 Sent Mail................................................................................................................................ 50 Forms and Documents........................................................................................................ 51 Manage Alerts ...................................................................................................................... 52 Add a Custom Alert.............................................................................................................. 53 Enabling Text Alerts. ............................................................................................................ 54 Contact Us............................................................................................................................. 55 User Administration Overview...................................................................................56 User Administration Overview............................................................................................ 57 Adding a User. .............................................................................................................58 Adding a User to Remote Deposit...................................................................................... 62 Editing a User...............................................................................................................63 Deleting a User. ...........................................................................................................65 Account Information...................................................................................................66 Self Administration......................................................................................................67 Change Password................................................................................................................. 67 Personal Preferences........................................................................................................... 68 User Activity Report.............................................................................................................. 69 Secure Token Setup. ............................................................................................................ 70 ACH - Make Payment Send Money Without a Template..............................................................................71 Complete Unsubmitted Requests.............................................................................74 Create an ACH Template............................................................................................76 Send Money With an ACH Template.........................................................................78 Setting Up a Recurring Template. .............................................................................81 Editing an ACH Template............................................................................................85 Deleting an ACH Template.........................................................................................86

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