Southern BusinessPro User Guide

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Dashboard

Home Page Overview

After logging in, you are taken directly to the Home page. From here you can navigate to every feature within Southern BusinessPro. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

11 12 13 21 22 23 1 2 3 K L M U V W A B C 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c 1d 2d 3d 4d 5d K L M N O U V W X Y A B C D E 11 12 13 14 15 21 22 23 24 25 1 2 3 4 5

10 13 14 15 16 17 18 19 20 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9 J M N O P Q R S T W X Y Z C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 4 15 16 17 18 19 20 4 25 26 27 28 29 30 4 5 6 7 8 9 10a 4a 5a 6a 7a 8a 9a 10b 4b 5b 6b 7b 8b 9b 10c 4c 5c 6c 7c 8c 9c 10d 4d 5d 6d 7d 8d 9d J N O P Q R S T X Y Z D E F G H I 10a 3a 4a 5a 6a 7a 8a 9a 10b 3b 4b 5b 6b 7b 8b 9b 10c 3c 4c 5c 6c 7c 8c 9c 10d 3d 4d 5d 6d 7d 8d 9d 13a 14a 15a 16a 17a 18a 19a 20a 13b 14b 15b 16b 17b 18b 19b 20b 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a C1 D1 E1 F1 G1 H1 I1 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b C2 D2 E2 F2 G2 H2 I2 A1 B1 C1 D1 E1 F1 G1 H1 I1 C3 D3 E3 F3 G3 H3 I3 A2 B2 C2 D2 E2 F2 G2 H2 I2 4a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 4b 15b 16b 17b 18b 19b 20b

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

1a 2a 3a 1b 2b 3b 1c 2c 3c

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11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

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A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A. The navigation bar appears in every view across the top of the screen. You can navigate to Southern BusinessPro features by selecting the appropriate drop-down tab. B. Recent Alerts & Messages: Get alerts on actions that you need to take for your company and information sent to you from your bank. C. Account Summary: Available balance for key accounts. D. Approvals: Approve Transactions and files. E. Click the tabs to view different types of accounts. F. Exceptions Decisions: Decision ACH Positive Pay and Positive Pay exception items. G. Display Options: Allows users to select the accounts they would like to view on the account summary page. J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 J2 J3 J1 J2 J3 J1 J2 J3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a A1 B1 C1 D1 E1 A2 B2 C2 D2 E2 A3 B3 C3 D3 E3 1d 2d 3d

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A1 B1 C1 A2 B2 C2 A3 B3 C3

D1 E1 F1 G1 H1 I1

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Dashboard: Home Page Overview

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