Warsaw Federal Business Digital Banking User Guide
First page
Table of contents
Next page
Last page
Getting Started
7
New User Enrollment
7
Logging In
8
Logging Off
8
Resetting a Forgotten Password
9
Home Page
11
Home Page Overview
11
Asset/Debt Summary Overview
13
Mobile Thumb Bar
14
Account Details Overview
15
Quick Transfer
17
Account Nickname
18
Details & Settings
19
Account Grouping
20
Editing a Group Name
21
Deleting a Group
21
Security
22
Protecting Your Information
22
General Guidelines
22
Username and Password
22
Fraud Prevention
22
Security Preferences
23
Change Password
23
Change Username
24
Secure Delivery
25
Mobile Security Preferences
26
Enabling Touch ID or Fingerprint Login
26
Enabling Face ID
28
Enabling Passcode Authentication
29
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login
30
Apple® Watch
31
Apple® Watch Setup
31
Viewing Balances and Transactions
31
Alerts Overview
32
History Alerts
33
Online Transaction Alerts
34
Reminders
35
Security Alerts Overview
36
Editing Delivery Preferences
36
Enabling and Disabling Push Notifications
37
Secure Message Overview
38
Sending a Secure Message
39
Transaction Types
40
Moving Money Overview
40
Transactions
41
Transfer Funds
41
Loan Payments
43
Manage Transactions Overview
45
Using Filters
46
Creating or Deleting Custom Views Using Favorites
47
Editing Transactions
48
Canceling Transactions
49
Bill Pay
50
Overview
50
Creating a Payee
51
Known Company
51
Unknown Company
53
Person
55
Editing a Payee
57
Deleting a Payee
58
Editing Pending Payments
63
Cancel Pending Payments
64
Viewing Transaction Details
65
Single Transaction
65
Multiple Transactions
66
Creating a Reminder
68
Managing Reminders
70
Editing Reminders
71
Deleting Reminders
72
Editing Account Name
73
Deleting an Account
74
Services
75
Stop Payment Request
75
Single Check
75
Multiple Checks
76
Check Reorder
77
Mobile Deposits
78
eStatements
79
Edit Delivery Options
80
Intuit® Direct Connect Registration
81
Settings
82
Text Enrollment
82
Instant Balance
84
To Enable Instant Balance
84
To Use Instant Balance
85
Account Preferences
86
Accessibility
87
Business Banking
88
Users Overview
88
User Management Overview
89
Adding a New User
90
Part 1 of 5: Establishing Transaction Type Rights
91
Part 2 of 5: Disabling a Transaction Type
92
Part 3 of 5: Editing Approval Limits for a Transaction Type
93
Part 4 of 5: Establishing Rights to Access Features
94
Part 5 of 5: Establishing Rights to Access Accounts
95
Editing an Existing User’s Rights
96
Deleting a User
97
Deposit Checks
98
Install Merchant Capture Scanner
98
Creating a Remote Deposit
100
If an Item Jams
102
Fix Errors
103
MICR Errors
104
Exceptions
105
If Any Item Piggybacks
107
Duplicate Exceptions
107
Balancing Deposits
108
End of Day
109
Additional How-To’s
110
To remove/delete a deposit:
110
To query for items previously processed:
110
To search for previous days/deposits processed:
111
Reports
112
Deposit Status – Definitions
113
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