Webster Five Digital Banking Business User Guide Desktop

First page Table of contents Next page Last page

Getting Started	7
Business Digital Banking Overview	7
Users	7
Recipients	7
Transaction Type Overview	8
Business Digital Banking Transaction Types	8
Logging In After Enrollment	9
Logging Off	9
Transactions Page	10
Transactions Page Overview	10
Account Settings	12
Edit Nickname	12
Hide Account	13
Unhide Account	13
Viewing and Printing a Transaction Image	14
Attaching an Image to a Transaction	15
Security	16
Protecting Your Information	16
General Guidelines	16
Login ID and Password	16
Fraud Prevention	16
Alerts Delivery Options	17
Account Alerts	18
Security Alerts	19
Secure Messaging Overview	20
Sending a Secure Message	21
Transaction Types	22
Moving Money Overview	22
Transfers	23
Managing Transfers	25
Loan Transfers	26
Managing Loan Transfers	28
Services	29
Stop Payment Request	29
Single Check	29
Range of Checks	31
Manage Cards	33
Disabling or Enabling a Card	33
Merchant Controls	34
Spending Controls	35
Transaction Controls	36
Travel and Location Controls	37
Reordering Checks	38
Account Reporting	39
Creating a New Report	39
Deleting an Existing Report	40
Running an Existing Report	41
Changing Account Order	42
Profile	43
Locations	44
Branches and ATMs	44
Contact Us	45
Important Phone Numbers	45
Business Banking	46
Users Overview	46
User Management Overview	47
Adding a New User	48
Part 1 of 3: Establishing Transaction Type Entitlements	50
Part 2 of 3: Disabling a Transaction Type	51
Part 3 of 3: Editing Approval Limits for a Transaction Type	52
Editing an Existing User’s Entitlements	53
Resetting an Existing User’s Password	54
Recipient Overview	55
Part 1 of 7: Adding a Recipient	56
Part 2 of 7: ACH Only—Entering Information	57
Part 3 of 7: Domestic Wires Only—Receiving Bank Detail	59
Part 4 of 7: Domestic Wires Only—Receiver and Intermediary Detail	61
Part 5 of 7: International Wires Only—Beneficiary Bank Detail	62
Part 6 of 7: International Wires Only—Receiver and Intermediary Detail	64
Part 7 of 7: Review	65
Editing a Recipient	66
Deleting a Recipient	67
Creating a Batch Payee List	68
Importing a Batch from File	72
Import ACH File	72
Import Delimited File	74
Edit Existing Batch	76
Import Fixed Length File	78
Creating a New Payment	81
Create a Payment	81
Make Batch Payment	83
Import Batch Payee List	86
Editing a Batch	88
Deleting a Batch	89
Activity	90
Viewing, Approving or Denying a Transaction	91

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