The Harvard State Bank Digital Banking Business Features Guide
First page
Table of contents
Next page
Last page
Getting Started
6
Business Online Banking Overview
6
Sub-Users
6
Companies
6
Transaction Type Overview
7
Logging In
8
Logging Off
8
Multi-Factor Authentication
9
DUO Mobile
11
Resetting a Forgotten Password
13
Retrieve a Forgotten Username
14
Accounts
15
Dashboard Overview
15
Account Details Overview
16
Transaction Details
18
Adding an External Account
20
Removing an External Account
22
Organize Dashboard
23
Reorder Accounts
23
Rename Accounts
24
Hide/Unhide Accounts
25
App Appearance
26
Quick Pay
27
Selecting Favorite Payees
27
Person to Person
28
Bill Pay
30
Security
32
Protecting Your Information
32
General Guidelines
32
Login ID and Password
32
Fraud Prevention
32
Login Settings
33
Change Username
33
Change Password
34
Change Security Questions
35
Recent Logins
36
Mobile Security Preferences
37
Enabling Biometric Sign-In
37
Enabling FaceID
38
Enabling PIN Login
39
Auto-Login
40
Move Money
41
Move Money Overview
41
Bill Pay Enrollment
42
Adding a Payee
44
Person to Person Payee
44
Bill Pay Payee - Company
46
Bill Pay Payee - Individual
48
Favoriting a Payee
51
Editing a Payee
52
Deleting a Payee
53
New Transaction
54
Transferring Money Between Your Accounts
54
Making a Loan Payment
56
Transferring Money to Another Person (P2P)
58
Making a Bill Pay Payment
61
Editing Transfers/Payments
63
Skip Transfers/Payments
64
Deleting Transfers/Payments
65
Deposit Checks
66
Remote Deposit
66
Manage Cards
67
Turn Card On or Off
67
Card Name
68
Card Alert
69
Change PIN
70
Enable Automatic On/Off
71
Services
73
Locations
73
Secure Message Overview
74
Sending a Secure Message
75
Submit a Form
76
Documents
77
Document Enrollment
77
Viewing Documents
78
Settings
79
Contact Settings
79
Adding a New Phone
79
Editing a Phone
80
Deleting a Phone
81
Editing an Email Address
82
Sub-Users
83
Sub-Users Overview
83
Sub-Users Overview
84
Adding a New Sub-User
85
Editing a Sub-User
87
Part 1: Editing Sub-User Access
88
Part 2: Editing Sub-User Limits
89
Part 3: Editing Sub-User Authentication
90
Deleting a Sub-User
91
Company Management
92
Company Management Overview
92
Adding Participant to an Existing Company
93
Uploading Participants
95
Editing a Company
96
ACH
97
New ACH Batch
97
Part 1: Creating an ACH Batch
97
Part 2: Adding an Existing Participant
99
Part 3: Adding a Detailed Record
100
Part 4: Finalizing the ACH Batch
102
Part 5: Scheduling the ACH Batch
103
Part 6: Reviewing the ACH Batch
104
Part 7: Multi-Factor Authentication
105
Creating an ACH Template
106
Part 1: Creating an ACH Template
106
Part 2: Adding an Existing Participant
108
Part 3: Adding a Detail Record
109
Part 4: Finalizing an ACH Template
111
Part 5: Reviewing an ACH Template
112
Initiating a Template
113
Part 1: Initiating a Template
113
Part 2: Scheduling an ACH Batch
115
Part 3: Reviewing an ACH Batch
116
Part 4: Multi-Factor Authentication
117
Editing an ACH Template
118
Deleting an ACH Template
119
ACH File Upload
120
Creating a Template for Delimiter Separated File Uploads
122
Editing a Template for Delimiter Separated File Uploads
124
Deleting a Template for Delimiter Separated File Uploads
125
Uploading a Delimiter Separated File
126
Editing an ACH Batch
129
Deleting an ACH Batch
130
Approving an ACH Batch
131
Reversing an ACH Batch
132
Positive Pay
134
Introduction
134
Manually Add a Check
135
Check Upload Templates
137
Fixed Length Template
137
Delimiter Separated Template
139
Edit Upload Templates
141
Manually Add Checks Via Upload
143
Managing Exceptions
146
Historical Decisions
148
Reports
149
Creating a New Report
149
Running an Existing Report
150
Editing a Report
151
Deleting a Report
152
Alerts
153
Alerts Overview
153
Custom Alerts
154
Business Banking Alerts
155
Bill Pay Alerts
156
Security Alerts
157
Turning Alerts On and Off
158
Editing or Deleting Alerts
159
Previous Alerts
160
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