Resource center

Digital Banking

11 - 20 of 72 results
11 - 20 of 72 results

Managing user roles

Resource Library Category (Digital Banking)

User Roles are created to control feature entitlements and dollar limits for one or more company users.

Admin guide for Business Edition

Resource Library Category (Digital Banking)

An Overview of how to set up users in the Digital Banking Business Edition

Uploading positive pay issue files in digital banking

Resource Library Category (Digital Banking)

If you are a Positive Pay User, you can now upload Check Issued Files directly from Digital Banking without having to launch the Advanced Options screen, saving you valuable time each day.

Setting up direct connect access for quickbooks and quicken

Resource Library Category (Digital Banking)

Instructions for requesting DirectConnect access for QuickBooks and Quicken.

Bill Discovery makes payments simple, smart and fast

Resource Library Category (Digital Banking)

Paying your bill is simpler, smarter and faster with Bill Discovery.

Corporate account list

Resource Library Category (Digital Banking)

The Account List feature offers an easy to use interface that enables you to dynamically manage your preferred view. Read more about it here.

Setting a travel notice in digital banking

Resource Library Category (Digital Banking)

When traveling abroad, we recommend that you notify us of your travel plans at least 24 hours in advance. Notify your relationship manager directly, or utilize the digital banking Set a Travel Notice feature.

Dual approval for exception processing

Resource Library Category (Digital Banking)

Positive Pay clients can engage in an added level of security by enabling dual control for exception processing. Read this article to learn more.

Positive pay dual approval on check upload

Resource Library Category (Digital Banking)

Positive Pay clients can engage in an added level of security by implementing dual approval on uploaded checks. Read this article to learn more about how it works.

Dual control for digital banking user maintenance

Resource Library Category (Digital Banking)

Corporate clients can engage in an added level of security by enabling dual control for adding or updating a Digital Banking user’s role assignment. Read this article to learn how to change dual control settings.