A Quick and Easy Guide to InBusiness Banking dbt

2

Table of Contents Getting Started

Online Banking Overview.............................................................................................6 Users........................................................................................................................................ 6 Subsidiaries............................................................................................................................. 6 Recipients................................................................................................................................ 6 Online Banking Transaction Types ...................................................................................... 7 Transaction Types Overview........................................................................................7 Home Page Home Page Overview....................................................................................................8 Asset Summary Overview. .................................................................................................. 10 Account Details Overview...........................................................................................11 Quick Transfer. ............................................................................................................13 Account Grouping. ......................................................................................................14 Editing a Group Name. ........................................................................................................ 15 Deleting a Group. ................................................................................................................. 15 Security Alerts Overview............................................................................................................16 Date Alerts............................................................................................................................. 17 Account Alerts....................................................................................................................... 18 History Alerts. ....................................................................................................................... 19 Online Transaction Alerts.................................................................................................... 20 Non-Online Transaction Alerts. .......................................................................................... 21 Security Alerts Overview.............................................................................................22 Edit Delivery Preferences. ................................................................................................... 22 Services Mobile RDC Enrollment. .............................................................................................23 Mobile Deposits ..........................................................................................................24 Treasury Editing Company Policy..............................................................................................25 Part 1 of 8: Choosing a Transaction to Edit in Company Policy...................................... 25 Part 2 of 8: Choosing the Maximum Draft Amount. ........................................................ 26 Part 3 of 8: Choosing the Number of Approvals . ............................................................ 27 Part 4 of 8: Choosing the Accounts.................................................................................... 27 Part 5 of 8: Choosing the Subsidiaries............................................................................... 28 Part 6 of 8: Choosing the Drafting Hours.......................................................................... 28 Part 7 of 8: Choosing the Location..................................................................................... 29 Part 8 of 8: Choosing the IP Address.................................................................................. 29

Made with FlippingBook - professional solution for displaying marketing and sales documents online