Webster Five Digital Banking Business User Guide Desktop

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Manage Cards..............................................................................................................31 Disabling or Enabling a Card............................................................................................... 31 Merchant Controls............................................................................................................... 32 Spending Controls................................................................................................................ 33 Transaction Controls............................................................................................................ 34 Travel and Location Controls.............................................................................................. 35 Reordering Checks......................................................................................................36 Account Reporting.......................................................................................................37 Creating a New Report. ....................................................................................................... 37 Deleting an Existing Report................................................................................................. 38 Running an Existing Report................................................................................................. 39 Changing Account Order............................................................................................40 Profile............................................................................................................................41 Locations Branches and ATMs....................................................................................................42 Contact Us Important Phone Numbers........................................................................................43 Business Banking Users Overview............................................................................................................44 User Management Overview.............................................................................................. 45 Adding a New User .............................................................................................................. 46 Part 1 of 3: Establishing Transaction Type Entitlements................................................. 48 Part 2 of 3: Disabling a Transaction Type.......................................................................... 49 Part 3 of 3: Editing Approval Limits for a Transaction Type............................................ 50 Editing an Existing User’s Entitlements.....................................................................51 Resetting an Existing User’s Password.....................................................................52 Recipient Overview......................................................................................................53 Part 1 of 7: Adding a Recipient............................................................................................ 54 Part 2 of 7: ACH Only—Entering Information................................................................... 55 Part 3 of 7: Domestic Wires Only—Receiving Bank Detail............................................... 57 Part 4 of 7: Domestic Wires Only—Receiver and Intermediary Detail........................... 59 Part 5 of 7: International Wires Only—Beneficiary Bank Detail..................................... 60 Part 6 of 7: International Wires Only—Receiver and Intermediary Detail.................... 62 Part 7 of 7: Review................................................................................................................ 63 Editing a Recipient.......................................................................................................64 Deleting a Recipient....................................................................................................65 Creating a Batch Payee List........................................................................................66