Mobile Banking Overview Tour
Account Information
From the Account Information section, you can view your intraday report summary, detail, and transactions for the current day. View previous day summary, detail, and transactions for the previous 30 days. From here, you can also search transactions or initiate book transfers.
Homepage & Navigation Menu
The mobile site's homepage consists of its navigation menu. From the Account Information menu item, you can select one of the following: Intraday Report, Previous Day Report, Search Transactions, or schedule an Account Transfer.
Intraday Summary
From the Intraday Summary page you can view the summary, detail, and transactions for the current day only.
Intraday Summary
Select a specific account to view the account's intraday detail.
Previous Day Summary
From the Previous Day Summary page, you can view the summary, detail, and transactions for the previous 30 days.
Previous Day Summary
Select a specific account to view the account's previous day detail.
Search Transactions
From the Search Transactions page, you and search transactions by date, transaction type, accounts or amount range.
Search Transactions
Upon executing search, you can save your search parameters by selecting the Save Search button.
Account Transfer
From Account Transfer page, you can initiate a transfer by first selecting your accounts in the Transfer FROM and Transfer TO dropdowns.
Account Transfer
Enter the transfer amount in the Amount field
Account Transfer
If you wish, you can enter a memo in the Memo (optional) field.
Account Transfer
Select Continue to complete the transfer and view the confirmation screen.
Positive Pay
From the Positive Pay section, you can view a list of same day and next day items, as well as review secondary authorization items for both. Take action on items by authorizing or stopping payments until the cut-off time. Item details include check images.
Same Day Positive Pay
From the Positive Pay page for Same Day Items, you can view a list of same day Items to authorize.
Same Day Positive Pay
Select a specific item to view the detail.
Same Day Positive Pay
Select the Edit button to take action on items.
Same Day Items to Authorize
For secondary authorization of same day items, you can access your items to authorize by selecting Same Day Positive Pay Secondary Authorization from the navigation menu on the homepage. A Positive Pay page for Same Day Items will be displayed. From here you can view your Items to Authorize.
Same Day Items to Authorize
Select the item to view the detail.
Same Day Items to Authorize
Select the Edit button to display your action options: Authorize Pay or Stop Item.
Next Day Positive Pay
From the Positive Pay page for Next Day Items, you can view a list of next day items to authorize.
Next Day Positive Pay
Select a specific item to view the detail.
Next Day Positive Pay
Select the Edit button to take action on items.
Next Day Items to Authorize
For secondary authorization of next day items, you can access your items to authorize by selecting Next Day Positive Pay Secondary Authorization from the navigation menu on the homepage. A Positive Pay page for Next Day Items will be displayed. From here you can view your Items to Authorize.
Next Day Items to Authorize
Select the item to view the detail.
Next Day Items to Authorize
Select the Edit button to display your action options: Authorize Pay or Return Item.
ACH
From the ACH section, you can approve and release batches available on the batch list, batch detail, batch transaction list, and transactions detail screens.
All credit products are subject to credit approval.
Approve ACH Payment
Select Approve ACH Payment from the navigation menu on the homepage to view items to take action on.
Approve ACH Payment
From the Approve ACH Payment page, you can view the list of ACH payments to approve.
Approve ACH Payment
Select the Edit button to display your action options: Approve or Reject.
Self Service
From the Self Service section, you can approve items that appear in your maintenance queue. Also available is a User List that displays each user's company contact information and allows you to reset users' passwords if needed.
Self Service Approvals
Select Self Service Approvals from the navigation menu on the homepage to view items to take action on.
Self Service Approvals
Select the Edit button to display your action options: Approve or Reject.
User List
Select a user to review his / her contact information.
User Detail
Select the Reset Password button to reset his / her password.
