Southern BusinessPro User Guide

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Table of Contents Security

Protecting Your Information........................................................................................6 General Guidelines................................................................................................................. 6 Login ID and Password.......................................................................................................... 7 Fraud Prevention.................................................................................................................... 7 Trojan Viruses......................................................................................................................... 8 Dashboard Home Page Overview....................................................................................................9 Money Movement Internal Transfer..........................................................................................................10 Transfer Money. ................................................................................................................... 10 Multiple Account Transfers ................................................................................................ 12 Internal Transfer History..................................................................................................... 14 Create a Template................................................................................................................ 15 Copy a Template................................................................................................................... 16 Edit a Template..................................................................................................................... 17 Delete a Template................................................................................................................ 18 Loans.............................................................................................................................19 Make a Payment................................................................................................................... 19 Payment and Advance History. .......................................................................................... 22 Loan Summary - Notes........................................................................................................ 23 Loan Activity - Report........................................................................................................... 24 Loan Balances....................................................................................................................... 25 Bill Pay Bill Pay Overview.........................................................................................................26 Add a Payee..................................................................................................................27 Editing a Payee.............................................................................................................28 Deleting a Payee..........................................................................................................29 Scheduling Payments..................................................................................................30 Bill Pay Accounts with Positive Pay. ................................................................................... 31 Add an Invoice to a Payment.....................................................................................32 Make an Extra Payment..............................................................................................33 Editing Payments.........................................................................................................34 Deleting Payments......................................................................................................35 Setting Up eBills...........................................................................................................36 Add Reminder..............................................................................................................37 Skip Reminder..............................................................................................................38

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