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Republic Bank Business Online Banking and Mobile App User Guide

Getting Started 8
Logging In 8
Logging Off 8
Resetting a Forgotten Password 9
Home Page 11
Home Page Overview 11
Account Details Overview 13
Quick Transfer 15
Account Nickname 16
Details & Settings 17
Account Grouping 18
Editing a Group Name 19
Deleting a Group 19
Security 20
Protecting Your Information 20
General Guidelines 20
Login ID and Password 20
Fraud Prevention 20
Security Preferences 21
Change Password 21
Change Login ID 22
Secure Delivery 23
Mobile Security Preferences 24
Enabling Touch ID or Fingerprint Login 24
Enabling Passcode Authentication 26
Enabling Face ID 27
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login 28
Apple® Watch 29
Apple® Watch Setup 29
Viewing Balances and Transactions 29
Alerts Overview 30
Account Alerts 31
History Alerts 32
Online Transaction Alerts 33
Reminders 34
Security Alerts Overview 35
Editing Delivery Preferences 35
Enabling and Disabling Push Notifications 36
Secure Message Overview 37
Sending a Secure Message 38
Transaction Types 39
Moving Money Overview 39
Transactions 40
Funds Transfer 40
Loan & Card Payments 42
Mobile Deposits 44
Stop Payment Request 45
Online Activity Overview 46
Using Filters 47
Creating or Deleting Custom Views Using Favorites 48
Editing Transactions 49
Canceling Transactions 50
Commercial 51
Users Overview 51
User Management Overview 52
Adding a New User 53
Part 1 of 5: Establishing Transaction Type Rights 55
Part 2 of 5: Disabling a Transaction Type 56
Part 3 of 5: Editing Approval Limits for a Transaction Type 57
Part 4 of 5: Establishing Rights to Access Features 58
Part 5 of 5: Establishing Rights to Access Accounts 59
Editing an Existing User’s Rights 60
Deleting a User 61
Statements 62
Statements 62
Settings 63
Account Preferences 63
Accessibility 64
Locations 65
Branches and ATMs 65
Bill Payment 66
Home Page Overview 66
Add a Payee 68
Company - Billing Statement 68
Company - Account and Routing Number. 71
Individual Electronic Payments: Allowing an Individual to Provide Their Banking Information 73
Individual Electronic Payments: If You Have an Individual’s Account Information 75
Individual Check Payments 77
Activate a Payee 79
Import Payees 80
Edit a Payee 83
Delete a Payee 84
Add and Manage Categories 85
Single Payment 86
Edit or Stop a Single Payment 87
Create a Recurring Payment 88
Edit or Stop a Recurring Payment 90
Payment Approval 92
Calendar 93
Company Profile 94
Delete or Edit Bill Pay Accounts 95
Modify User Permissions 96
Personal Profile 97
e-Notifications 98
Events 98
Logout 99
Recurring 100
Reminders 101
Reports 102
Quick Positive Pay 103
Introduction 103
Managing Exceptions 104
Viewing Positive Pay Decisions 106
Add a Check Confirmation 107
Submit Issued Check File 108
Transaction Monitoring 109
Introduction 109
Quick Exception Processing 110
Submit Issued Check File 113
Add New Issued Check File 114
Void a Check 115
Check Search 116
ACH Transaction Search 118
Daily Checks Issued Summary 119
Stops and Voids 120
Exception Items 121
Stale Dated Checks 122
Account Reconciliation 123
Check Reconciliation Summary 124
Deposit Reconciliation Summary 125
Payee Match Report 126
ACH Authorization Rules Setup 127
Create an ACH Authorization Rule 127
Manage ACH Authorization Rules 129
Transaction Filters/Blocks 130
Issued Check File Processing Log 131

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