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Online and Mobile App Users Guide

1. Depending on your account configuration the features may include some or allofthe following J onah Bank of Wyoming Mobile amp Tablet App Users Guide 88 Feature access Feature Name Allows you to Manage Templates Create new templates of any transaction type Edit any existing templates of any transaction type Delete any existing templates Manage Recipients Create edit and delete recipients Add existing recipients to templates Remove existing recipients from templates Manage Subsidianes Create and edit and delete subsidianes Add existing subsidianesto templates Remove existing subsidianes from templates Manage Users Add and delete users Edit transaction types features and accounts for any user Statement Image View statement images Positive Pay Provide accessto the Positive Pay system Depending on youraccount configuration you may be able to access other feature on the Featurestab of the User Policy page These features can include custom forms oraccessto other services that we provide Any user who hasthe Manage Usersfeature assigned can create users delete users and edit user accessto transactions features and accounts Caution Because a user who has the Manage Users feature assigned can change his or her own rights and limits you should limit the number of users who have the Manage Users feature assigned See Rights to access features on page 89 for more information about access to features
2. Name XYZ MERCHANT Amount 1 00 Account Number XKXAXGZ57 Account Type Checking Routing Number XXAXKT 119 Approve Inquire Cancel 4 Do the following a Inthe list of eligible approvers select the check box forone or more approvers You can only select eligible approvers J onah Bank of Wyoming Mobile amp Tablet App Users Guide 158 Notify Users CONFIRMATION E MAIL johnsmith jonahbank com TIME ee 07 30 aml Jonah K9 Phone to El b Inthe Confimation E Mail field enteran email address We send a confimation email when we notify the a pprovers c Optional If you selected to notify an approver by phone in the Time field enterthe time to place the phone call d Clickortap Send 5 Clickortap Close Approving payments A drafted payment must be approved before it is processed User nghts control the ability to approve payments See Rights to transaction types on page 84 for information about configunng approval nghts When a userdraftsa payment it appears in the Pending list on the Payments page It also appearson the Activity Center page The status of the payment is Drafted When an eligible approverapprovesthe payment we schedule the payment for processing The status changesto Authonzed To be eligible to approve a transaction a user must have the Approve nght forthe transaction type In addition the payment cannot exceed the user transaction limits When
3. For email alerts check your junk mail or soam folder for the alert If the alert is in the junk mail folder configure your junk mail settings to allow email from us so you do not miss future alerts If you believe you did not receive an alert phone call oremail click ortap Messages in the Menu to check forthe alert Ifthe alert doesnot appear in the Inbox confirm that the alert isenabled If the alert isenabled and you still believe you did not receive an alert contact us for assistance Note Email phone and text message alerts are a convenience and should not be used to manage critical account details or appointments Due to the nature of the email phone and text message networks these networks cannot be 100 reliable delivery channels Secure messages within our system are very reliable since they are contained entirely within the banking system Are secunty alerts real tme Yes secunty alerts are event driven and are sent in real time Accounts This section includes frequently asked questions about your accounts in online banking and the mobile banking app J onah Bank of Wyoming Mobile amp Tablet App Users Guide 186 Account details When I download my history to Quicken or QuickBooks the application does not launch automatically Why The file type isnot propery associated with the application The easiest way to create the association is to save the download file to your desktop the first time nght cl
4. 1E AEE S EEEE AEE E E E E A E E E 77 Enabling and disabling AISI cc cesssssseceeeecceesessseeeeeeeeeeeeeuseeeeeeeeeeeasseeceeeeesseseaasseeeeeeessesagasees 77 STS EV aN Sh CN teases eancvses cnt v sire rant neieannt teres A E 77 CONFIGQUIING secunty AISITS 00 ccccsssseceeeeecesseesseeeceeeeeeeaeeusseeeeeeeesaeeaseeeeeeeessesaaasseeeeeeeesssaeaseeeeeeees 78 CHAPTER 8 COMMERCIAL FEATURES 80 Payment and template OVEIVIRW c sscccceeccesesesssseceeeceeeeeeesseeeeeeeeseeeasaseeeeeseeseeeaaageeeeeeeessagsgeeess 80 User management OVEIVIGW ccccccccsssssseeceeceeceeaeesseeceeeeeeeeusseseeeeeessenaeassseeeeeeeseuaeaaeeeeeessssaaasseeseeeeees 80 How usernghts control payments and templateS seessssrrrrrreesssrrrrrrrresssrrrrrrressrrnrrerreessren 83 RONGO tana Cuon DO Seura EE ER 84 Limits on transaction APPKOVAIS ccssessseeeeececceesessseeeeeeeeeeeaaseeeeeeeseaeeessseeeeeeesseaaaaseeeeeeeessegageeees 87 RONG tTO acces eaS eea a a Aa A EEE 88 RONGIOaCCES ACCOUN Sinaia OE OReaen 89 Payment recipients OVEIVIGW cccccccccssssseeeeeeceeeesesseeeeeeceeeaassaeeeeeesesseeausaseeeeesesseesaaaaeeneeessssgaaaeeess 90 Recipient information in a payment OF a template sssssssssrenseesssrrrrrrrresssrrrrrrressrrnrrrrreessse 91 e Ple SIC ESen E A A E A A E A A A E dmenoeemeanenooducrae 93 Subsidiary information in a payment OF a template sss sseessssrrrrrrreessrrrrrrrrressrrrrrreessrrrrrnns 94 Payment p
5. 5 Select the Every Occurence check box to repeat the alert every time thatthe tigger occurs Note When you select Every Occurrence a Transaction alert is sent every time the conditions match Account History and Insufficient funds alerts are sent once per day 6 Clickortap Save 7 Inthe success message click ortap Close The new alert appearson the Alerts page Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 76 Your alert has been saved Editing alerts You can use the Alerts page to edit an existing alert Any changestake effect immediately To edit an existing alert 1 mm AUN In the Menu click ortap Settings gt Alerts The Alerts page appears Click ortap the type of alert that you want to edit Click ortap the existing alert that you want to edit The Edit Alert page appears Make any needed changesto the alert settings and click ortap Save Click ortap Close on the Save Alert message Enabling and disabling alerts You can use the Alertspage to temporanly disable an existing alert and laterenable it again To disable or enable an existing alert 1 2 3 In the Menu click ortap Settings gt Alerts The Alerts page appears Click ortap the type of alert that you want to disable orenable On the Alerts page locate the existing alert then do one of the following in the Enabled column o Click ortap Off to disable the alert o Click ortap Onto enable the alert Deleting an aler
6. Manage Users C gt Log Off 2 Inthe Create New Alert drop down list click ortap the alert type that you want to create The New Alert page appears Alerts Date Alerts 0 No Alerts Defined Account Alerts 1 History Alerts 1 J onah Bank of Wyoming Create New Alert 7 Create New Alert si Date Alert Account Alert History Alert Transaction Alert Mobile amp Tablet App Users Guide 75 3 Select the conditions that tngger the alert j Back to Alert New Transaction Alert ack to Alerts TRANSACTION Funds Transfer ACCOUNT xXXxXxxx2499 STATUS Authorized DELIVERY METHOD Send me a SMS Text Message 307 251 6362 FREQUENCY Every Occurrence 4 Select one ofthe following from the Select a delivery method drop down list e Select Secure Message Only to send the alert asa Secure Message The alert issent immediately when it isgenerated You must be logged in to read the alert e Select Email to send the alert asan email Enterthe email address where you want to send the alert The alert is sent immediately when it is generated e Select Voice to send the alert asa telephone call Select the country from the Select Phone Country drop down list enterthe phone numberto call and specify the time to call e Select SMSto send the alert asa text SMS message Select the SMS country and enterthe number and the time to send the message and select the Agree to Terms check box
7. Pistol Pete 12002499 11013257 5 Do one of the following e Clickortap Add Recipient to add a onetime recipient If you have the Manage Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 129 Recipients feature assigned you can save the recipient to use again later e If you have the Manage Recipients feature assigned click ortap a recipient to add itto the payment ortemplate 6 Optional If the recipient has multiple accounts the Select Account page appears Select one ormore accountsto add to the payment and clickortap OK The recipient appearsin the Recipient amp Amount page 7 Enterthe amount foreach account in the Amount field 8 Optional Repeat steps 5 7 foreach recipient that you want to add Youcanclickor tap the copy icon to create an additional transaction with a recipient Tip See Recipientinformation in a payment or a template on page 91 for information about the card and the list details 9 If you everneed to add a split payment to a recipient tap on the change account button next to the recipient in list vie orthe three lineson uppernght comer of card in gnd view Account Pay Notify Amount Addendum Mickey Mouse 499 i 0 fi Pistol Pete 257 r 4 i Then check the accounts that you would like to use in paying the recipient Select Account Mickey Mouse SEU EIES Account Type Account Beneficiary intermediary Checking FO Checking 499 Jonah Bank of Wyoming Suppo
8. Schedule Recurring Transfer How often should this transfer repeat 1st day of month Last day of month 1st and 15th Every Month Every Week Every 2nd Week Every Year When should this transfer stop Repeat Forever g Select when the payment ortemplate should recur h Selecta date from the calendar orclick ortap Repeat Forever i Clickortap Save J onah Bank of Wyoming Mobile amp Tablet App Users Guide 137 j Backon the Review and Submit tab you will see your recurrence settings listed underthe effective date entry field TEMPLATE NAME Contoso payment gt AGH GLASS CODE Individual PPD TOTAL AMOUNT RECIPIENTS 52 00 1 EFFECTIVE DATE TH6i2014 x RECURRENCE Every month on the 1st amp 15th of the month 10 The options available on the Review amp Submit tab vary depending on your user nghts Do one of the following e Click ortap Save to save a new template orchangesto an existing template This makes the template available for future use under Payments e Clickortap Approve to approve the payment Note if transaction codesare required you willbe prompted to navigate to the Activity Centerto Approve your transaction Also if you use Dual Approval you will need to use the notify option in the Activity center forthe transaction you just drafted e Click ortap Draft to draft the payment Importing recipients and amountsto create a payment You can importa lis
9. Updating your contact details when you move Rates Call Us Locations change email accounts or phone numbers is Privacy Policy crucial to ensuring that your personal information and alerts get forwarded to your Return todon J onah Bank of Wyoming Mobile amp Tablet App Users Guide 165 CHAPTER 13 CONFIGURING SETTINGS This chapter contains the following e Updating your profile on page 166 e Requesting an addresschange on page 167 e Configuring account Displa references on page 168 e Changing yourAlertand Secunty Preferences on page 169 e Configunng a mobile authonzation code on page 175 e Configunng Text Banking on page 1 6 e Selecting a theme and a language on page 169 e Configunng statement delivery settings on page 180 e Download copies of our Online Banking Guide and J onah Bank Secunty Guide on page 181 Updating your profile You can update your contact information in your profile The information in the profile is used to fill out certain forms We can also use tt if we need to contact you Caution Updating your online profile does not update the address on A file for your account See Requesting an address change on page 167 for information about requesting an address change We do not use the contact infomation in the online profile to send you Secure Access Codes to log on orto registera browser We only send a Secure Access Code to your scure delivery address See Configuring sec
10. 3 Onthe Manage Bill Pay Accounts page select the check box foreach account that you want to appearwhen you pay a bill Clearthe check box to remove an account from bill pay You cannot remove the account that you selected when you enrolled in bill pay 4 Clickortap Save 5 Click ortap Close in the success message J onah Bank of Wyoming Mobile amp Tablet App Users Guide 46 Managing bill payment payees When you pay a bill you select a payee forthe payment You must add a payee in one of the following before you can send the payee a payment e Online banking e Mobile banking app e Bill Pay site Tip You can also use the Bill Pay site to add edit or delete a payee This section includes the following e Adding a payee on page 47 e Editing a bill payment payee on page 47 Adding a payee You can use the Bill Pay page to add a bill payment payee To add a billpayment payee 1 Inthe lefthand Menu click ortap Transactions gt Bill Payment The Bill Pay page appears 2 Clickortap Advanced gt Add a Payee The Add Payee page appears 3 On the Add Payee page do the following Bill Payment E Add Payee NAME PAYEE TYPE PAYEE NICKNAME ADDRESS 1 ADDRESS 2 ADDRESS 3 a Enterthe name ofthe payee in the Name field b Select the type of payee from the Payee Type drop down list J onah Bank of Wyoming Mobile amp Tablet App Users Guide 47 O Entera nickname forthe payee in the Payee Nickname fi
11. ACH Payments ACH Payment E Tr mo 0 50 06 19 2014 06 17 01 You can change between the grd and list viewsat any time The grd view and list view include the same infomation J onah Bank of Wyoming Online and Mobile App Users Guide 25 To see the gnd view e Clickortap Gnd To see the list view e Clickortap List Logging off Logging off online banking or the mobile banking app is an important part of keeping your financial information secure You can log off voluntanly when you finish using online banking or the mobile banking app In addition online banking and the mobile banking app can log you off involuntanly Note Tomaximize the security of your online information you should always click or tap Log Off in the Menu If you navigate from online banking to another site and do not close the browser you may remain logged in to online banking until the session timeout Thiscan make it possible for someone else who usesthe desktop to possibly accessdata from your previous online banking session When you click ortap Log Off orwhen you close your browser the session ends Voluntary log off In online banking you should always log off before you close the browser window In the mobile banking app except to get a Secure Accesscode from your email messages or phone app you should alwayslog off before you open anotherapp on yourtablet or smartphone To log off e Inthe Menu click ortap Log Off Involuntary log of
12. Rights to access accounts The Accountstab on the User Policy page lists the accountsthat a usercan access The following example illustrates the Accountstab Accountstab example J onah Bank of Wyoming Mobile amp Tablet App Users Guide 89 Pistol Pete User Policy Overview Features Accounts Internal Number Name View Deposit Withdraw 000x2499 Checking Ti V v XXXXxXX4099 Savings Y JS Z XXXXXX8 702 Checking YQ re 7 XXXXXX7 8 41 LOC Fa 2 2 XXXXXXS25 7 External Checking D YQ Y Foreach account you can assign any orall of the following access rights Account accessnghts Right Pemissions View View balance and history forthe account on the Home page and on the Account Details page Deposit Deposits funds into to the account Withd ra w Withdraw fundsfrom the account Payment recipients overview Ina payment ora template a recipient is any person or business with whom your business may exchange funds You can send fundsto or receive funds from the recipient After you create a recipient you can include the recipient in multiple payments or templates A payment ora template must have at least one recipient assigned If the recipient fora payment ortemplate doesnot exist you can add a one time recipient when you create the payment ortemplate J onah Bank of Wyoming Mobile amp Tablet App Users Guide 90 Each recipient must have one or more associated accounts When you add a recipient to a payment ortempl
13. Security Alert Notification Valid Pas 7 3 2014 4 34 AM HOME WESSAGES Customer Service Security Alert Notification Valid Pas ANSACTIONS Liable aria 77312014 4 33 AM J onah Bank of Wyoming Mobile amp Tablet App Users Guide 71 To read a secure message 1 Inthe Menu click ortap Messages The Messages page appears Question about my account Delete Reply From Jonah K9 7 3 2014 4 43 AM i Customer Service Question about my account Security Alert Notification Valid Pas 7 3 2014 5 05 AM What is the difference between ledger balance and available balance Jonah K9 Question about my account 71302014 4 43 AM 2 Do one of the following e In online banking click ortap the message that you want to read e Fortabletsand smartphones click ortap Inbox and click ortap the message that you want to read The orginal message and all related replies appear Replying to a secure message You can reply to a secure message in online banking orthe mobile banking app To reply to a secure message 1 Afteryou read a secure message click ortap Reply The Reply window appears To Customer Service SUBJECT RE Question about my account G Supported Attachments MESSAGE Thank you for the feedback J onah Bank of Wyoming Mobile amp Tablet App Users Guide 72 2 Inthe Message field enterthe message 3 Optional In online banking click the attach file icon In the Open dialog box selecta fi
14. click ortap the name of the payee that you want to pay The Bill Pay page forthat payee appears J onah Bank of Wyoming Mobile amp Tablet App Users Guide 42 OF WYOMING Bill Pay AND FUEL Paid 1 00 on 4 1 2014 No Scheduled smy P gt d 2014 P Payments Sun Mon Tues Fri Sat f 8 g 10 11 FROM Primary Account gt 14 15 16 17 18 AMOUNT 97 50 gt 21 22 20 24 25 DELIVERY METHOD 28 29 30 34 Standard gt DATE 07 03 2014 Send Payment 3 Onthe Bill Pay page do the following a Clickortap From and click ortap the account from which you want to make the payment b Inthe Amount specify the amount that you want to pay and click ortap Save c Inthe Selecta delivery method list click ortap the delivery method d Inthe Selecta date calendar click ortap the date to pay the bill 4 Clickortap Send Payment to schedule the payment 5 On the status page click ortap Close J onah Bank of Wyoming Mobile amp Tablet App Users Guide 43 Your bill payment was processed successfully Amount 5 00 Expected Arrival Date 07 08 2014 Process Date 07 03 2014 Status Scheduled Delivery Method Std Approving a transaction using Quick Actions You can use Quick Actionsto approve a payment or a transfer If Quick Actions include pending approvals the list contains the total number of pending approvals and the number of approvals of each transaction type To approve a transaction using Quick
15. do one of the following e Click ortap Individual Transactions to view a single transaction e Click ortap Recuming Transactions to view a recuming transaction seres 3 Browse to locate the transaction that you want to view 4 Click ortap the transaction The transaction expandsto show the details Tip Click ortap the transaction again to hide the details To view the individual transactions in a senes 1 On the Recuning Transactions tab in the details of a recumng snes click ortap Show Associated Transactions The Individual Transactionstab appears with all of the transactions in the seres 2 Optional Do one of the following e View the details of any specific transaction in the senes e Clickortap Recumng Transactionsto view the details of the entire senes J onah Bank of Wyoming Mobile amp Tablet App Users Guide 63 Canceling pending transactions Use the Activity Center page to cancela pending transaction If you cancela transaction on the Recuming Transactionstab you cancel all future recurrence of the transaction If you cancel a single transaction ina recumng seres on the Individual Transactions tab you cancel the single occurence not the entire senes To cancel one or more pending transactions 1 Inthe Menu click ortap Transactions gt Activity Center The Activity Center page appears 2 Browse orsearch forthe transactions that you want to cancel 3 Onthe Activity Center page do one of the following e To c
16. you will not be prompted again dunng subsequent sign ins If you decline you will be prompted to register your device the next time that you login Interstitial Page Once you sign in to the application the interstitial page appears bnefly asthe application loadsand may provide information such asmarketing messages secure message notifications quick links or RSS feeds Explonng the Home page amp Navigation When you log in the Home page appears The Home page shares elements no matter which device you use On any device the Home page includesthe Menu the Account Overview and the Sidebar The Home page includes some orall of the following e Menu e Account Overview with the name and balance of each of youraccounts e Sidebar e Yourlast login date and time e Asummary metncsgraph of the balancesin yourdeposit accounts e Available Quick Actions e OurFacebook feed e System notifications for online banking orthe mobile banking app J onah Bank of Wyoming Online and Mobile App Users Guide 19 Note The names of menu items buttons fields and pages may change overtime to meet our customer s needs To view the Home page Inthe Menu click ortap Home The following examples illustrate the appearance of the home page on the desktop tablet and smartphone Tablet Pay amon OF WYOMING Accounts eee oo TTET A AEETEE a comes R41 Jonah Bank of Wyoming Desktop neice timg 9 Q A ina benni
17. 05 01 2014 00 00 00 ae o 3 31 3 21 2 28 1 31 12 31 See payment history Hide payment history J onah Bank of Wyoming Mobile amp Tablet App Users Guide 48 The card color indicates the state of the bill The following colors display the state of the bill Bill pay card colors Color Meaning Red Bill iS overdue Yellow Bill is due within the next three days Green Bill payment is scheduled Blue Needs review The list view includesthe payee nickname the last payment date and amount the next payment date and amount and the bill status Note You can click or tap Advanced gt Visit Bill Pay Site on the Bill Pay page for additional bill payment options including gift pay Contact us for more information This section includes the following e Paying a bill on page 45 e Viewing billpaymentsto a payee on page 46 e Searching fora billpayment on page 46 e Canceling a billpayment on page 46 Paying a bill You can use the Bill Pay page to select a payee and paya bill To paya bill 1 Inthe Menu click ortap Transactions gt Bill Payment 2 On the Bill Pay page browse orsearch forthe payee that you wantto payand click ortap the payee name J onah Bank of Wyoming Mobile amp Tablet App Users Guide 49 Bill Payment Quick Tip Placeholder Bill Pay Form x TO PAYEE CHEYENNE LIGHT AND FUEL FROM Primary Account bs AMOUNT 20 00 DELIVERY METHOD select a method DATE l Select a date
18. 2AA ahbank com hbank com E Stat it 74 ae ihank com o gt Savings 2 hbank com P 035 cmurr net fe E Statement ihbank com L Savings iai 9 4 E Statement inbank com Er View E Statement Delivery Agreement 2 Foreach account select a delivery method in the Delivery Type drop down list J onah Bank of Wyomin Mobile amp Tablet App Users Guide 180 y g pp 3 Optional If you select E Statement in the Delivery Type drop down list the E Statement Delivery Agreement window appears Review the agreement and click ortap accept 4 Optional If you select E Statement in the Delivery Type drop down list in the Addressfield foran account that receives an E Statement click ortap the edit icon The Select Recipient window appears Do one of the following e Clickortap the check box forone or more existing delivery addresses e Clickortap in the addressfield and type a new delivery address e Clickortap Add Click ortap Save 6 Click close to close the success message UI To view the E Statement Delivery Agreement 1 Inthe Menu click orta p Settings gt eStatement Sign Up The Statement Delivery page appears 2 On the Statement Delivery page click orta p View E Statement Delivery Agreement The E Statement Delivery Agreement page appears Review the statement and click ortap lacceptorthe close X Icon Online Banking and J onah Bank Secunty Guides You always have access to the complete Jonah Bank Online Banking Guide and J on
19. 44 112 97 2 Clickortap the account to enroll in bill pay and click ortap on Enroll in Bill pay Inthe Agreement page click ortap agree to enroll in bill pay 4 Inthe success message click ortap Continue to Bill pay The Bill Payment page appears W Managing bill pay accounts You can use the Bill Pay page to configure the accountsthat appearwhen you pay a bill J onah Bank of Wyoming Mobile amp Tablet App Users Guide 45 Note Your account may use the Bill Pay site to manage bill pay accounts Click or fap Advanced gt Visit Bill Pay Site to manage your accounts The Manage Payment Accounts page does not appear To manage bill pay accounts 1 Inthe Menu click ortap Transactions gt Bill Payment The Bill Pay page appears Bill Pay A SEARCH PAYEES Advanced Add A Payee CHEYENNE LIGHT Visit Bill Pay Site AND FUEL Paid 1 00 on 4 1 2014 Manage Payment aia f 2 Clickortap Advanced gt Manage Payment Accounts The Manage Bill Pay Accounts page appears Transactions Manage Bill Pay Accounts Options on this page allow you to set your bill pay accounts for payments Select additional accounts from which you would like to pay bills or remove accounts previously selected The original account highlighted in red which you enrolled in the Bill Pay cannot be removed Regular Checking xxxx 9789 80 000 00 Regular Savings xxxx 7999 25 000 00 Regular Savings xxxx 9789 35 000 00 Save Cancel
20. AC a4 on H Indicates required field i gt r on i lt Submit Configunng account display preferences You can use the Account Preferences page to configure the following e The disolay name foreach account e The account orderon the Home page e Optional Text banking settings To configure an account display name i See Configurng text banking on page 162 for information about text banking In the Menu click ortap Settings gt Display Preferences The Account Preferences page appears J onah Bank of Wyoming Mobile amp Tablet App Users Guide 168 HOME K R MESSAGES TRANSACTIONS COMMERCIAL BRANCHES NEWS amp RATES DW m i SERVICES HELP sO H SETTINGS Online Profile Display Preferences Security Preferences Alerts Text Enrollment Mobile Authorizations Address Change eStatement Sign Up Theme Online Banking Guide Jonah Bank Security Guide E LOG OFF Account Preferences Checking DISPLAY NAME Personal Checking Checking DISPLAY NAME Business Checking Savings DISPLAY NAME Rainy Day Savings DISPLAY NAME Line of Credit Indicates required field Enter a display name to be shown for each account ORDER ORDER ORDER ORDER 2 Locate the account that you want to assign a display name In the list accounts are grouped by type Enterthe name in the Display Name field The display name appears ins
21. Actions 1 On the Home page in the lit of pending approvals click or tap a single transaction type or View All Approvals The Activity Center page appears with the pending approvals selected 2 Clickortap Approve to approve the selected transactions 3 Optional If you use a Symantec VIP Token code to authonze transactions you are prompted to enter the current code on the Token 4 When prompted click ortap Approve to venfy the approval The status of the items will change to Authonzed on the Activity Center page J onah Bank of Wyoming Mobile amp Tablet App Users Guide 44 CHAPTER 5 PAYING BILLS This chapter contains the following e Enrolling in bill pay on page 45 e Managing billpay accounts on page 45 e Managing bill payment payees on page 47 e Managing billpayments on page 48 Enrolling in bill pay You must enroll in bill pay and select an account before you can add payees or pay bills After you enroll you can add additional accounts from which to pay You cannot remove the account that you select when you enroll The procedure to enroll may vary depending on your account configuration To enroll in bill pay 1 Onthe Home page do one of the following e Click ortap Enroll in Bill Pay e Onthe Menu click ortap Transactions gt Bill Payment The Enroll in Bill Pay page appears the business enrollment screen is shown below Business Bill Pay Please choose an account CHECKING 200000 2274
22. Alerts The list of available alerts appears 3 Do one of the following e To enable an alert click ortap On e To disable an alert click ortap Off 4 Onthe Save Alert page click ortap Close Alerts Greate New Alert Date Alerts 0 No Alerts Defined Account Alerts 1 History Alerts 1 Transaction Alerts 3 security Alerts Edit Delivery Preferences Description Enabled J onah Bank of Wyoming Mobile amp Tablet App Users Guide 78 To edit secunty alert delivery preferences 1 Inthe Menu click ortap Settings gt Alerts The Alerts page appears 2 Clickortap Secunty Alerts 3 Click ortap Edit Delivery Preferences The Delivery Preferences page appears Delivery Preferences E MAIL ADDRESS k9jonahh jonahbank com PHONE NUMBER COUNTRY Select Phone Country PHONE NUMBER SMS TEXT NUMBER COUNTRY Select SMS Country PHONE NUMBER NOTE SMS Text Message 1 msq transaction Msg amp Data Rates May Apply 4 Do the following a Inthe E Mail Address field enterthe email addressto receive secunty alerts b Inthe Phone Number area select the destination from the Country drop down list and enterthe phone number and extension to callin the Area Code Phone Number and Ext fields c Inthe SMS Text Number area select the destination country from the Country drop down list and enterthe phone numberto send the message to in the Area Code and Phone Number fields 5 On the Deliver
23. Checking 499 07 02 2014 Wire Domestic Wire 2 lt gt T 010 02 13 2014 06 10 17 ou Funds Transfer Funds Transfer via 0 10 Saat en eae Tee unas transier ungs Iiransier via IEG 10 00 Semt onc 02 13 2014 06 10 17 Tablet 10 00 ACH Collection ACH Receipt 2 wv a Personal Checking x000x2499 07 02 2014 pi gt Checking o4 OTOES j Drafted 2 Drafted 45052 Funds Transfer Transfer to savings y P rm u Personal Checking 200002499 ACH Payments ACH Payment Ww 0 50 SEELA T Funds Transfer Transfer to savings w ACH Collection Drafted oe Personal Checking 0000x2499 2 00 ACH Payments ACH Batch A Ww f rome SNT Online Banking Smartphone 3 Afteryou locate a payment click ortap it for more details he payment details page appears 4 Optional On the payment details page click ortap View in Activity Center The Activity Center page appears with the payment selected and the details visible To view a payment on the Activity Center page 1 Inthe Menu click ortap Transactions gt Activity Center The Activity Center page appears 2 On the Activity Center page do one of the following e Click ortap Individual Transactions to view a single payment e Click ortap Recuming Transactionstab to view a recuming seres of payments 3 Browse to locate the payment that you want to view 4 Clickortap the payment The payment expandsto show the details Canceling a payment You can use the Activity Center page to cancela payment You
24. NS 39 AC OIG RAC ON e a E E A A E ote 39 Transferring funds USING QUICK ACtIONS sssssseesssrrrrrreressrrrrrrrrensrrrrrrrnenssrrnrrrrreessrnnrrrrreenrnnrereeno 40 Paying a DUn Q UNE K AC HONS irus austenite opanndieaeiaedtonadiestesaen 42 Approving a transaction USING QUICK ACTIONS ccccccccccsssssseeeeeeeeseeseeeseeeeeeeesuaeussseeeeeeessnsaaaeeess 44 CHAPTER 5 PAYING BILLS nnn essen 45 EFS NEV IN DND aY seccaeceecinaatsnscaenatmaaivacdauncunseiepaasnesnnnsdueouadunglanenes E 45 AANO 6 POVO tirana E A A E E 47 Editing a Dill payment PAYEE 1 cecccsssssseececeececeeeseeeeeeeeeeeseesseceeeeeeseaeeuseeeeeseesssuaaaeseeeeeessagageeees 48 Managing Pua SUIS sssrinin E E EDE 48 PNG a ON oe E E E A E 49 Viewing bill payments to A PAYEE csessecceeceeceeeesseeceeeeeeeeeeesseeeeeeeseseaesseeeeeeeeesesaeaseeeeeeeeessagags 50 KANNO 10k a DUDAN ea 51 Canceling a bil payment sssssssessseesssrrrrrrrresssrrrrrrrrressrrrrnrrensrrrrrrnreessnnrrnrneennnrnnrrnnnnnrnnrrnnnenne 51 CHAPTER 6 MANAGING TRANSACTIONS 53 VVC TANT SNS E EA uaa danas E S E A EE E PEET 53 NSIS TAG TUNG ea E E E T E E E E E E E E 53 Viewing SUSU aa teetioetarpca terra nehepeuatretddaransatebsarisadauaatmouecesssattawndaceecaslanttiannd Eaa iiaa 54 CANCAN a NS S ean 57 Viewing transactions on the Activity Center page ssessssrrereeesssrrrrrrrreessrrrrrrrreessrrnrrreessrrnrrnne 57 HRNO Uan A CUO oier EEEE E O S EE A EE 59 arching Tora tanac VOM sisisnss
25. Pete eon i 0 F 4 Inthe Open dialog box locate the file that you want to upload and click ortap Open The processto locate the file vanes depending on your device and isnot available from tablets or smartphones Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 134 T di b Files y C Search Files Organize New folder E Videos a Name Date modified Type ia OS C a Ei Payments 7 5 2014 7 17 AM Microsoft Excel C Fa BD ROM Drive E SAC_8 1_SP2 P Siu Network jE cisco16504 jE JBWOT5 Files Wb uux J App Store Images a Ez File name Payments 4 All File oven e 5 Inthe Recipient amp Amount page venfy the recipients the amountsand the Settings and click ortap Next orclick ortap on the Subsidiary tab If youraccount uses subsidianes the Subsidiary page appears Payments ACH Batch Info amp Users SELLS J subsidiary Account Amount TEMPLATE NAME ACME Inc Payments Delete Add Recipient Import Amounts 4 Search Show Payments Pay All Notify All Grid List Name Account Pay Notify Amount Addendum Mickey Mouse 499 z 100 Pistol Pete Bor F 250 a i Cancel J onah Bank of Wyoming Mobile amp Tablet App Users Guide 135 Tip See Reci ient information ing payment or a tem page 91 for information about the recipient information late on 6 Optional Click ortap the sub
26. Recipient Management Display Mame Gough F Melbourne a Mickey Mouse a Pistol Pete F test EF J onah Bank of Wyoming Recipient Name Gough pay FEX Mickey Mouse Petes Pay Test Number of Accounts 0 account s 0 account s 2 accounts 1 account s 0 account s 2 accounts Toa a a E mail Address Ggqough jonahbank com Ggqough jonahbank com SUppornm jonahbank com SuUpporntm jonahbank com test test com Mobile amp Tablet App Users Guide Pistol Pete 1 account s Add Recipient 109 This section includes the following e Searching fora recipient on page 110 e Adding a recipient on page 110 e Editing a recipient on page 112 e Viewing the templates associated with a recipient on page 114 e Deleting a recipient on page 116 Searching fora recipient You can use the Recipient Management page to search foran existing recipient To search fora recipient 1 Onthe Recipient Management page click ortap the Search field 2 Inthe Search field enter your search text You can search forall or part of the recipient name ACH name or address 3 Clickortap the search icon The search results appearon the Recipient Management page Adding a recipient If you have the Manage Recipients feature assigned you can use the Recipient Management page to add a recipient You must associate one ormore accounts with a recipient before you can save the recipient
27. TRAN 3 1 00 5 02 J onah Bank of Wyoming Online and Mobile App Users Guide 33 Transaction filters page ona smartphone Ask about account 4 Q Personal Checking xxxxxx2499 4 92 Show details TIME PERIOD TRANSACTION TYPE MIN AMOUNT MAX AMOUNT CHECK Reset Apply Filters B To filter transactions 1 On the Account Details page click ortap Show Alters 2 Do one ormore ofthe following e Selecta date range from the Time Penod drop down list If you selecta custom date specify dates in the Start Date and End Date calendars e Select the type of transaction from the Transaction Type drop down list e Enterthe minimum and maximum amounts for the transaction in the Min Amount and Max Amount fields e Specify a check number range in the Check fields 3 Clickortap Apply Filters Tip To reset fiters and show all transactions click or tap Reset and click or tap Apply Filters To hide filters 1 On the Account Details page do one of the following e In online banking orin the mobile banking app ona tablet click ortap Hide Filters e Inthe mobile banking app ona smartphone tap Search J onah Bank of Wyoming Online and Mobile App Users Guide 34 Searching transactions You can use the Account Details page to search the descriptions of the transactionsin an account To search transactions 1 On the Account Details page click ortap the Search description field 2 Inthe Search description field enter
28. above 3 On the Edit Subsidiary page make any needed changes 4 Clickortap Save Subsidiary and continue creating the payment or template Deleting a subsidiary If have the Manage Subsidia nes feature assigned you can use the Subsidiary Management page to delete a subsidiary When you delete a subsidiary you can no longer use the Subsidiary ina payment ora template Deleting a subsidiary doesnot delete the subsidiary data from existing payments that use the subsidiary To delete a subsidiary 1 Inthe Menu click ortap Commercial gt Subsidianes The Subsidiary Management page appears 2 Locate the subsidiary that you want to delete You can browse orsearch to locate the subsidiary Click ortap the edit icon forthe subsidiary The Edit Subsidiary page appears 3 Clickortap Delete Subsidiary 4 Clickortap Close to the success message fordeleting the subsidiary The Subsidiary Management page appears Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 120 CHAPTER 11 CREATING AND MANAGING PAYMENTSAND TEMPLATES This chapter contains the following e Creating a payment ora template on page 121 e Using imported files with an ACH Batch or ACH Collection on page 132 e Creating a Tax Payment on page 145 e Managing templates on page 146 e Creating a payment froma template on page 150 e Viewing orcanceling a payment on page 155 e Approving payments on page 157 Creating a payment ora template
29. an eligible approver logsin the numberof pending approvalsappearson the tabs J onah Bank of Wyoming Mobile amp Tablet App Users Guide 159 on the Activity Center page Activity Center page tabs with number of pending approvals Individual Transactions Recurring Transactions In addition pending approvals appear in the Quick Actions on the Home page Quick Actions include pending approvals the list contains the total number of pending approvals and the number of approvals of each transaction type Tip You cannot approve atransaction after its processing date If the processing date is in the past you can copy the transaction to create a new transaction with a new effective date See Copying a transaction on page 64 for information about copying transactions You should cancel the original transaction after you create the copy Depending on your secunty needs and how we configure your account some transactions may require action by two users If dual approval is required fora transaction the same usercannot draft the transaction and approve tt To approve payments using Quick Actions 1 Onthe Home page in the Quick Actions box click ortap a single transaction type or View All Approvals The Activity Center page appears with the pending approvals selected 2 Clickortap Approve to approve the selected transactions 3 Optional If you use a Symantec VIP Token code to authonze transactions enter the Current code on
30. can cancela payment if the status is Drafted or Pending To cancela single payment 1 Inthe Menu click ortap Transactions gt Activity Center The Activity Center page appears Click ortap Individual Transactions Click ortap the payment that you want to cancel The Transaction details appear In the Transaction details click ortap Cancel When prompted click ortap Confim Mm AUN To cancel all future occurencesofa recuming payment 1 Inthe Menu click ortap Transactions gt Activity Center The Activity Center page appears 2 Click ortap Recuming Transactions 3 Clickortap the recuming senesof payments that you want to cancel The Transaction details appear J onah Bank of Wyoming Mobile amp Tablet App Users Guide 156 4 Inthe Transaction details click ortap Cancel 5 When prompted click ortap Confim Sending notifications to approvers If youraccount uses mobile approval eligible approverscan configure a mobile approval code Youcan use the Activity Center page to send a notification to one or more eligible approversto request approval See Configuring a mobile authonzation code on page 175 for information about configuring mobile approval To send notifications to approvers 1 Aftersuccessfully submitting a transaction click on the View in Activity Center button to approve the transaction orin the Menu click ortap Transactions gt Activity Center The Activity Center page appears As shown i
31. fields already completed To copy a transaction 1 Inthe Menu click ortap Transactions gt Activity Center The Activity Center page appears 2 Browse orsearch forthe transaction that you want to copy 3 Click ortap the transaction J onah Bank of Wyoming Mobile amp Tablet App Users Guide 64 4 Clickortap Copy A new transaction of the same type appears 5 Make any needed changesto the transaction The procedure that you use to make the changes vanes depending on the type of transaction 6 When you are satisfied with your changes submitthe new transaction Sending a message abouta transaction You can use the Activity Center page to send a message about a transaction To send a message abouta transaction 1 Inthe Menu click ortap Transactions gt Activity Center The Activity Center page appears 2 Browse orsearch forthe transaction that you want to send a message about 3 Clickortap the item 4 When the detailsappear click ortap Inquire 5 Clickortap the message recipient The message automatically includes information to identify the transaction You do not need to add transaction detailsto the message 6 Clickortap in the Message field and enter your message 7 Optional In online banking click the attach file icon In the Open dialog box select a file to attach to the message and click Open 8 Clickortap Send Viewing E Statements Depending on youraccount configuration you may be able to vie
32. lied y SPOse ScCounts are shown on ws graph a Home sew JONAH BANK OF WYOMING Accounts Services S The UUX in online banking and the mobile banking app adjusts to the unique needsof each device including screen size and other hardware differences For example on tablets and smartphones the Menu ishidden by default When you need it you tap or swipe to display it In addition some navigation tools are simpleron tablets and smartphones When you make a change on one device it isreflected on another If you update a setting in online banking the same setting takes effect in the mobile banking app the next time that you log in When you set up a transaction on one device you can review it on another Downloading the Application To download the application directly from the Apple App Store or Android Play Store J onah Bank of Wyoming Online and Mobile App Users Guide 10 1 Launch the Apple App Store orGoogle Play Store application on your mobile device 2 Search for onah Bank of Wyoming and download the application OR Note If you download the application on your computer you will need to sync yourtablet with the computer to add the application UPGRADE NOTE If you are Upgrading from a previous version of the Application you need to revisit the Apple App Store or Google Play Store and re download the application Forbest results we recommend you first remove any existing App Caution To help protec
33. must be approved Usernghts also control who can approve a drafted payment You must have nghtsto an account to include it ina payment ortemplate The following table lists the payment typesand required ngNhts Required account nghts for payment types Payment type Required account right ACH Payment Withd ra w ACH Batch Domestic Wire Intemational Wire Tax Payment ACH Receipt Deposit ACH Collection See Managing users on page 97 forinfomation about configuring and using user rights Rights to transaction types The Overview tab onthe User Policy page liststhe nghtsand approval limitsforeach transaction type The following example illustrates the Overview tab Overview tab example Pistol Pete User Policy Oveniew Features Accounts Transaction Type Limit Per Day Per Month Per Account Draft Approve Cancel View ACH Collection 45 4 3100 40 51 000 4 320 call Fi ie B ACH Passthru 40 4 40 4 340 O 0 rd wf Ta D ACH Payment Single 100 Y 10 40 3100 6 170 a vil Fa ACH Payments 30 4 390 40 31 000 4 390 a i OY GA Haa ACH Receipt Single 10 ao 200 200 1 000 ao 200 Ci wf GA A J onah Bank of Wyoming Mobile amp Tablet App Users Guide 84 The Draft nghts foreach transaction type include the following Draft nghts for transaction types Permission J Draft Create a draft Create a template of the specified transaction type T Draft Create a draft based on an assigned a Re stric ted exist
34. of month 1st and 15th Every Month Every Week Every 2nd Week Every Year When should this transfer stop Repeat Forever Select when the payment ortemplate should recur Select a date from the calendar orclick ortap Repeat Forever Back on the Review and Submit tab you will see yourrecurence settings listed underthe effective date entry field TEMPLATE NAME Contoso payment 4 7 Individual PPD TOTAL AMOUNT 32 00 EFFECTIVE DATE Tiei2014 RECURRENCE Every month on the 1st amp 15th of the month 7 The optionsavailable on the Review amp Submit tab vary depending on your user nghts Do one of the following RECIPIENTS 1 e Click ortap Save to save a new template orchangesto an existing template This makesthe template available for future use under Payments e Clickortap Approve to approve the payment Note if transaction codesare required you willbe prompted to navigate to the Activity Centerto Approve your Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 154 transaction Also if you use Dual Approval you will need to use the notify option in the Activity center forthe transaction you just drafted Viewing orcanceling a payment If your user nghts allow it you can use the Payments page orthe Activity Center page to view a payment You may also be able to cancela scheduled but incomplete payment on the Activity Center page This section includes the f
35. onah Bank of Wyoming Mobile amp Tablet App Users Guide 128 2 Onthe Payments page do one of the following e Inthe New Template drop down list click ortap the template type to create Continue with Step 3 e Inthe New Payment drop down list click ortap the payment type to create Continue with Step 4 3 If you are creating a template the Info amp Users page appears Do the following a Inthe Template Name field type a name forthe template b Inthe Grant User Access area select the check box foreach user that you want to assign accessto the template You can browse orsearch for usernames Tip You can only select the check box for users who have the Draft or Draft Restricted right for the transaction type You cannot clear the check box users who have the Manage Templates feature assigned c Clickortap Next orclickortap on the Recipient amp Amount tab 4 The Recipient amp Amount page appears If your configuration includes SEC codesfor every recipient click ortap one of the ACH Class Code options Payments ACH Batch Review amp Submit Recipient amp Info amp Users paper Subsidiary Account TEMPLATE MAME ACH Payments 7 Delete Add Recipient import Amounts ACH CLASS CODE Individual PPD 25 ora Ea i i 7 cra pi Mickey Mouse Mickey Mouse Mickey Mouse 11018702 12002499 11018702 2 3 2 rn a at y Fre M T Fr ha j ee ar J Ee wo ge Ee Mickey Mouse
36. one of the following a Clickortap Close b Click ortap View in Activity Center Transaction 45058 was successfully drafted From Subsidiary Widgets Accounts From Account soon 702 Date 07 07 2014 Drafted By Jonah K9 Memo ACH Payments View In Activity Center Success Message Note thistransaction we do have to approve in the Activity Center J onah Bank of Wyoming Mobile amp Tablet App Users Guide 141 Activity Center OG Search transactions Search Favorites Show Basic Individual Transactions 1 Recurring Transactions Totals Credits 0 0 00 Debis 0 0 00 E Status Typed Amount Account amp Drafted ACH Payments Tracking ID 45058 1 75 Business Checking ssooxmed UZ FiS2014 Tracking ID 45056 Total Amount 1 75 Created Or os 2014 Total Payments 2 Created By Jonah K9 Description ACH Payments Will process On Or or2014 From MeO PO Effective oro 2014 ACH Class Code CCD ACH Header Widgets Accounts RECIPIENTS 4of2 gt Name Pistol Pete Amount 0 25 Account Number MARKS 257 Account Type Checking Routing Number AAXAKT 119 Inquire Cancel Notify Users Approve Transaction asseen in the Activity Center Note this transaction still requires approval Importing a NACHA file to create a payment You can import a balanced NACHA fomat file to create an ACH Batch or ACH Collection When you import a NACHA fomat file we venfy the contents of the file b
37. or canceled in online banking or the mobile banking app only those that have already cleared or that will clear your account the next processing day Statements Why are some accounts notin the account drop down list when I view statements Certain account typesdo not support E Statements J onah Bank of Wyoming Mobile amp Tablet App Users Guide 187 I clicked Get Statement on the Statements page but nothing happened Why Ensure that you have allowed pop ups forthe online banking site in your browser settings It is likely that the pop up boxis being blocked by a pop up blockerora toolbarpop up blocker You can disable the pop up blockeroradd the online banking site asan allowed site Why would I choose to view my statementas an image instead of a PDF If you are Ona public computer you may wish to view images PDF documents are often cached by the browser and stored ina temporary files folder If you select PDF on a public computer you should delete the cache filesand othertemporary files after you log off to ensure your secunty Transactions This section includes frequently asked questions about creating managing and viewing transactions Paying bills When is my account debited to fund these payments Your account is debited when an electronic payment is processed If the payment is mailed the account isdebited on a day before the date you selected How long should allow forthe paymentto anive atthe payee You sh
38. ortap Settings gt Text Enrollment The Text Enrollment page appears 2 Do the following Click ortap On Enter the number that you want to enable for text banking in the SMS Text Number field Click ortap Termsand Conditions and read the terms and conditions Click ortap Pnvacy Policy and read the privacy policy Select the Agree To Terms check box Click ortap Save o 290 J onah Bank of Wyoming Mobile amp Tablet App Users Guide 176 Text Enrollment Opt out and disable text banking SMS TEXT NUMBER 462 Agree To Terms Msg amp Data rates may apply Text HELP to 226563 for help Text STOP to 226563 to cancel Receive 1 message per query Terms and Conditions Privacy Policy SUMMARY OF TERMS By entering your mobile phone number s and successfully activating Text Banking i you acknowledge and represent to Jonah Bank of Wyoming that you are the authorized user of the mobile phone s that you link to the text banking service or have been granted permissions by the authorized user of the mobile phone s to enroll such mobile phone s in the service ii you grant Jonah Bank of Wyoming express permissions to send text messages to that those mobile phone s through your wireless phone carrier unless and until such permission is revoked in accordance with these terms and conditions and iii by granting such permission to Jonah Bank of Wyoming you are hereby requesting to receive such messages in spite of
39. require further assistance please contact one of ourcustomer service representatives Casper Casper Cheyenne 777 West 1st Street 3730 East 2nd St 205 Storey Blvd Casper WY 82601 Casper WY 82604 Cheyenne WY 82009 307 2374555 307 266 5662 307 773 7800 Send usan email at Customer Service jonahbank com ONAH BANK OF WYOMING J onah Bank of Wyoming Mobile amp Tablet App Users Guide 190
40. the appearance of the gnd view and the list view Example Subsidiary Management page gnd view sort by Add Subsidiary ESSE ACME Widgets Contoso Wing Tip Toys Wire amp ACH Wire amp ACH Wire amp ACH Vidgets Account Cont A COOUNtS Wing Tip Account 9876543210 z7 5555555555 7 0123456789 7 J onah Bank of Wyoming Mobile amp Tablet App Users Guide 116 Example Subsidiary Management page list view Subsidiary Management Name ACME Widgets Contoso Wing Tip Toys This section includes the following e Searching fora subsidiary on page 117 e Adding a subsidiary on page 117 e Editing a Subsidiary on page 119 e Deleting a subsidiary on page 120 Searching fora subsidiary WirevACH Wire amp ACH Wire amp ACH Wire amp ACH Add Subsidiary Tax ID 98765343210 6555555555 0123456789 You can use the Search field on the Subsidiary Management page to locate a subsidiary To search fora subsidiary 1 On the Subsidiary Management page click ortap the Search field 2 Inthe Search field enter your search text You can search forall orpart of the subsidiary name the ACH name Wire Header Tax ID number orthe address 3 Clickortap the search icon The search resultsappear onthe Subsidiary Management page Adding a subsidiary If you have the Manage Subsidianes feature assigned you can use the Subsidiary Management page to add a subsidiary When you add a subsidiary the
41. the default configuration Your browser cookies for online banking were removed You use a browser plugin that automatically removes browser cookies when you close the browser Youraccount requiresa Secure Access Code each time you log in You use a Symantec VIP Token fora Secure Access Code when you log in You logged in with a different browser on the same registered computer remember browser registration occurs per browser pre device You logged in on a different computer ordevice You deleted and reinstalled the mobile banking app We had to reset your browser registrations we notify you if this is happening For secunty reasons we reset all active registrations for all users annually Your browser is storing an old cookie in this situation it is best to remove the existing cookie before going through the registration process again How do I remove the registration from a device e Ona computer browser you delete all browser cookies orthe browser cookies for online banking See yourbrowserhelp for information about deleting cookies e Ona tablet orsmartphone the registration information is automatically deleted when you delete the mobile banking app Formore information on deleting appsfrom yourdevice consult your devices user manual or online help e Asan altemative option you can contact onah Bank and request that your browser registrations be deleted thisisa good secunty option for commercial customers when users leave y
42. the same as the list in the payment If the payment includesa recipient more than once the file should include a separate line foreach transaction with the recipient Foreach recipient the import updates the transaction amounts in the orderthat they appear in the file Note If we cannot match every recipient in the file and the payment the import fails To update recipients and amounts 1 Inthe Menu click ortap Commercial gt Payments The Payments page appears 2 Onthe Payments page do one of the following o Clickortap the template that you want to use to create the payment and complete the User Rights tab then click ortap next to navigate to the Recipients tab o Inthe New Payment drop down list click the payment type to create this will automatically load the recipientstab 3 Onthe Recipientstab do the following a Clickortap one of the ACH Class Code options b Optional If you are creating a new payment add recipients to the J onah Bank of Wyoming Mobile amp Tablet App Users Guide 133 payment You do not need to specify amounts c Clickortap Import Amounts The Open dialog box appears Payments ACH Batch Recipient amp Info amp Users Pea subsidiary Account TEMPLATE NAME ACME Inc Payments Delete Add Recipient Import Amounts AGH GLASS CODE Individual PPD Company CCD Pay All Notify All Grid Name Account Pay Notify Amount Addendum Mickey Mouse 499 gt i 0 f Pistol
43. the token when prompted 4 When the approval iscomplete the Activity Center page appears The status of the items changesto Authonzed To approve a payment on the Payments page 1 Inthe Menu click ortap Commercial gt Payments The Payments page appears 2 On the Payments page the Search transactions area lists all of the pending and processed payments nght hand rail on screen On a smartphone you need to tap on the Activity button located at the top nght to reveal the pending and processed nght hand rail Click ortap the payment that you want to approve 3 Inthe status message click ortap View in Activity Center The Activity Center J onah Bank of Wyoming Mobile amp Tablet App Users Guide 160 page appears with the payment details visible 4 Clickortap Approve 5 Optional lf you use a Symantec VIP Token code to authonze transactions enter the current code on the token when prompted 6 When the approval iscomplete the Activity Center page appears The status of the items changesto Authonzed To approve one ormore payments on the Activity Center page 1 Inthe Menu click ortap Transactions gt Activity Center The Activity Center page appears 2 Browse orsearch forthe paymentsthat you want to approve 3 On the Activity Center page do one of the following e To approve a single payment click ortap the item that you want to approve When the detailsappear click ortap Approve e To approve multiple payments cli
44. to start common tasks All of the Quick Actionsthat you can perfom appear in the Sidebar The available actions vary depending on how youraccount isconfigured The example illustrates Quick Actions in the Sidebar On a Smartphone you will need to first tap on the Sdebar button in the top nght of screen or swipe from nght to left on screen Quick Actions example e000 Verizon F 4 04 PM 7O 50 M O eB Welcome back John Smith Last login OG 3020714 af Bef rs Checking KARKR Oo Available Balance 4 92 5 Checking YANN T OZ Available Balance 16 38 x f Welcome back John Smith Transter Money Now O L Commercial Transactions f Available Balance 4 92 gt It s Super day in Cheyenne What makes today 0 Super for you J onah Bank of Wyoming Online and Mobile App Users Guide 39 Transfeming funds using Quick Actions You can use Quick Actionsto transfer funds To transfer funds using Quick Actions 1 Onthe Home page clickortap Transfer Money Now ona smartphone first tap the sidebar button or swipe nght to left The Funds Transfer page appears Funds Transfer FROM ACCOUNT 4 52 TO ACCOUNT Rainy Day Savings woowed0sg 50 10 AMOUNT 2 00 DATE Tiyaga MEMO Transfer to savings an Mate this a rebung brarmsaction Indicates naquined field ONAH BANK OF WYOMING Ald AM nT asco Verizon LTE 10 51 AM 70 36 E Funds Transfer A Mote During any state
45. with the transfer selected and the Transaction details visible To view details of a transferon the Activity Centerpage 1 Inthe Menu click ortap Transactions gt Activity Center The Activity Center page appears 2 Onthe Activity Center page do one of the following e Click ortap Individual Transactions to view a single transfer e Clickortap Recumng Transactionsto view a recumng seres of transfers Browse to locate the transfer that you want to view Click ortap the transfer The transfer expandsto show the details 5 To search fora fundstransfer you can tap orclick in the Acitivty Center Search box and entenng your search cntena Thisisa natural language search box forexample you could enter Funds Transfer Greater than 20 00 to find all Funds Transfers for more than 20 00 Make sure to tap click on search afterentenng your query stnng ale J onah Bank of Wyoming Mobile amp Tablet App Users Guide 55 iPad gt 2 18 PM 7 3 C JONAH4 gt BANK OF WYOMING Activity Center Individual Transactions Recurring Transactions v Authorized Funds Transfer Tracking ID 44980 50 00 23 2014 l Authorized Funds Transfer Tracking ID 44978 50 00 23 2014 l Authorized Funds Transfer Tracking ID 44921 50 00 4 18 2014 l Authorized Funds Transfer Tracking ID 44920 50 00 4 18 2014 MNM v Authorized Funds Transfer Tracking ID 44878 100 00 2 25 2014 3 Authori
46. you receive and tap on Submit ONAH3BANK OF WYOMING J onah Bank of Wyoming Online and Mobile App Users Guide 17 6 You will immediately be prompted to seta password take note of the password requirements as you create your password ONIN ERES INNIA OF WYOMING Please set your new password Password must be at least 8 characters long Password can be no more than 24 characters long Password must contain a minimum of 1 numbers Password must contain a minimum of 1 lower case characters Password must contain a minimum of 1 upper case characters 7 You willthen be prompted to review and update your user profile NOTE to complete all the required fields you must swipe from the bottom of screen upwardsto show all the fields Once complete please tap on Submit Profile LONINA EEES INNIA OF WYOMING Please review and update your profile PREFIX FIRST NAME MIDDLE NAME John LAST NAME SUFFIX Smith E MAIL ADDRESS support jonahbank com Back to Login Submit Profile 8 The las sep fora new userto our system isto agree to the Online Banking Agreement To do thison a Smartphone ortablet you will need to swipe from bottom to top on your device to getto the bottom and acceptthe agreement J onah Bank of Wyoming Online and Mobile App Users Guide 18 Login v Online Access Agreement and Disclosure Statement Agreement This Agreement is a contract establishing the rules which cover your ele
47. 3 On the Bill Pay page do the following a Clickortap From and click ortap the account from which you want to make the payment b Inthe Amount specify the amount that you want to pay and click ortap Save c Inthe Selecta delivery method list click ortap the delivery method d Inthe Selecta date calendar click ortap the date to pay the bill 4 Clickortap Send Payment to schedule the payment 5 On the status page click ortap Close Viewing bill payments to a payee You can use the grid view in the Bill Pay page to view bill paymentsto a payee To view bill paymentsto a payee 1 Inthe gnd view in the Bill Pay page locate the bill whose payment history you want to view 2 Click ortap See Payment History The card flips overto show the payment history Past 1 payment s 2 00 2 i 0 3 31 Hide payment history J onah Bank of Wyoming Mobile amp Tablet App Users Guide 50 To hide bill paymentsto a payee 1 Inthe bill payment history click ortap Hide payment history Searching fora bill payment You can search fora pending orcompleted bill payment on the Bill Pay page To search fora bill payment 1 Inthe Menu click ortap Transactions gt Bill Payment The BillPay page appears 2 The Search Payeesarea lists all of the pending and processed bill payments Do one of the following o Clickortap Pending to view the pending bill payments note on a Smartphone you must first tap Activity o Click ortap Processe
48. ACH Header Inquire Account Faworites Show Basic TAN 2014 1 00 1 ACH COLLEC RRR PPD Transaction asseen in the Activity Center Note this transaction still requires approval You can use online banking and the mobile banking app to make Tax Paymentsto a local state or Federal tax authonty To create a Tax Payment 1 Note Before you make an electronic tax payment contact each tax authority individually to obtain information about their requirements and to enroll in their Electronic Funds Transfer EFT program J onah Bank of Wyoming Mobile amp Tablet App Users Guide In the Menu click ortap Commercial gt Tax Payments The Tax Payments page appears Commercial Tax Payments TAX AUTHORITY P Texas Sales Tax v Sales and Use Tax Direct Pay Permit Sales Tax Prepayment Protested Sale and Use Tax Protested Direct Pay Permit 2 Inthe Tax Authonty drop down list select the tax authonty to receive the payment The list of available payments for that authonty appears 3 Inthe listof available payments locate the payment type that you want to create You can browse orsearch to locate the fom Click ortap the form and the tax form page appeals 4 The itemson the tax fom vary On the tax form page enter the required items 5 Click ortap Submit to submit the payment Managing templates On the Payments page templatesappearascardsina grd orasitemsin a list The following
49. ATO J _ Indicates required field Back 6 Optional On the Payment from File Additional Information page the fields that appear depend on the missing information Do some orall of the following o Select the Pay From Pay To account o Select the Subsidiary o Select the Effective Date 7 Optional Clickortap Submit J onah Bank of Wyoming Mobile amp Tablet App Users Guide 143 8 Inthe success message do one of the following a Clickortap Close b Click ortap View in Activity Center Transaction 45059 was successfully drafted From Subsidiary From Account sooo r02 Date 07 16 2014 Drafted By Jonah KS Memo ACH COLLEC View In Activity Center Success Message Note thistransaction we do have to approve in the Activity Center Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 144 Activity Center 2 Search transactions Individual Transactions 2 Totals Credits 0 Status lt Drafted Tracking ID Created Created By Wil process On Effective RECIPIENTS Mame Amount Account Number Account Type Routing Number Recurring Transactions 30 00 Debits 0 Type ACH Collections Tracking ID 45059 45059 Orio 2014 Jonah K9 O7 416 2014 o7ra7i2014 4ofi gt KYZ MERCHANT 1 00 Checking XXXXXT119 Creating a Tax Payment Amount Business Checking xIx 02 Total Amount Total Payments Description To Account ACH Class Code
50. App Users Guide 96 CHAPTER 9 MANAGING USERS This chapter contains the following e Adding a userand configunng nghts on page 97 e Viewing existing users on page 101 e Editing usernghts on page 102 e Deleting a user on page 108 Adding a userand configunng nghts A userwho hasthe Manage Users feature assigned can create other users on the User Management page Note If you do not have the right to manage other users the User Management page does not appear Note If your account requires multi factor authentication we can only send Secure Access Codes to the user using the contact information that you specify If you do not supply valid contact information the user cannot get a valid Secure Access Code and cannot log in See Registenng a browserordevice on page 183 for more information about multi factor authentication To add a userand configure ngNhts 1 Inthe Menu click ortap Commercial gt Manage Users The User Management page appears 2 Onthe UserManagement page click ortap Add User The New User page appears Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 97 New User FIRST NAME LAST NAME E MAIL ADDRESS PHONE COUNTRY PHONE select Country T LOGIN ID PASSWORD CONFIRM PASSWORD Ma m re Indicates required field Cancel Save 3 Onthe New User page do the following a b In the First Name and Last Name fields entera name forthe user In th
51. If the type isa financial transaction and the usercan approve the type click ortap Limits The Limitstab appears 9 Optional On the Limitstab click ortap a limit then enter the imit 10 Click or tap Overview and repeat steps 6 9 to assign the user each required transaction type NOTE We recommend always reviewing your users nghts and only providing them rights within the system to perfom their job requirements Pistol Pete User Policy Overview Features Accounts RESTRICTIONS ACH COLLECTION Change A Eble Rights Limits Draft Can Draft Approve f Can Approve Cancel Can Cancel view Online Activity Can View 11 On the User Policy page click ortap Features The Featurestab appears ah ACH COLLECTION Change Rights Limits MASIMUM TRANSACTION AMOU NT PER TRANSACTION PER ACCOUNT PER DAY PER DAY 1 2 3 PER MONTH A 5 6 1 000 Maximum transaction amount 5 MAXIMUM TRAN SACTION COUNT PER ACCOUNT PER DAY ee PER DAY Delete J onah Bank of Wyoming Mobile amp Tablet App Users Guide 99 PER MONTH 40 Eg Pistol Pete User Policy Accounts FEATURES RIGHTS Overview Features Manage Templates Manage Users Manage Recipients Statement Image Manage Subsidiaries LINK OUT Positive Pay 12 On the Featurestab click ortap the features that you want to assign to the user You can provide your usersaccessto the following Online and
52. Intemational Wire Transfers In the gnd view click ortap the icon to add the message J onah Bank of Wyoming Mobile amp Tablet App Users Guide 92 le Notify Notify the recipient by email when the payment is processed In the grid view click or tap the icon to change the setting A recipient email address is required to send a notification Do not notify Do not notify the recipient when the payment is processed In the grd view click ortap the icon to change the setting Pay q Pay the recipient when the payment is processed Only appears for payments with multiple recipients In the grid view click or tap the icon to change the setting Do not pay Do not pay the recipient when the payment is processed Only appears for payments with multiple recipients In the gnd view click ortap the icon to change the setting Recipient information in payments and templates cont d Item Note Copy recipient Ppr Copy the recipient in the payment ortemplate Click ortap to create the copy Only appears for payments with multiple recipients Edit recipient Edit the recipient Only appearsif you have the a Manage Recipients feature assigned Click ortap to make changesto the recipient orto the accounts Any changesare pemanent and affect all users Subsidianes overview A subsidiary isa secondary oraltemate company profile that you can use when you create a payment ortemplate You can use subsidianes when your b
53. JONAH BANK OF WYOMING ONLINE amp MOBILE APP USER G UIDE Contents Chapter 1 OVErVIOW u icccccssessssssssssssesssssesssusssssssessssssssesesssetesssetessssssssetessseessseesseees 8 PUDO SE EAA A EE EA NA A S A 8 Audie NCE eeen ora a E A O a A E A 8 Document CONV CUO INS e sicccecascncctnss ave cemaecca nes estnacanionan encsanacatencen tants caaatiioneueasaeeeauecasceinieecamiaersecemenieareaees 9 About the Unified Banking EXPe neic C ccccccccssssssseeceeeeeesseeesseeeeeeseesaesseceeeeeesssaeaseeeeeeeeesssaaggssgs 10 Downloading the ApplhicatiOissnsinsssn ten tenner net eo enee een tt tent sete ene nek eee ee ne ee eee tee er ee eae 10 Hardware and software requirements ccccecccecseeceueceecueeueseesuueeueeueeuuseueaueseesaueeuesaueaueeuesaueaueseuseesaueaaeees 11 Chapter 2 Getting Started eenn 13 Opening the mobile banking app sssssssssrrrrresessrrrrrrrreesssrrrrrnesssrrnrrrrrnesssrnnrrrrrenssrnnrrrreeessnrrnn 13 Signing In for the first time existing Online banking CUStOMET ccscsecscseesecceeeeseeeeseeseeseseuseeauseesesaesensaeess 13 First Time Login for New Users of Online Banking or Mobile Banking ccsccecseceeeeseeeseeeeseeseeeeerseeeseeeetans 16 CST Enne e e santa E A E A E E T E E E E 19 Exploring the Home page amp NAVIGATION 2 ccsssssccceeceeceeesseeeeeeeesseeeeeeeeeeeeeseaeaaseeeeeeeeessagegs 19 IDE NONU eare E E E 21 APC OUNT aar E E T A eee ere er ee ee arene ee ery 22 TUR SD sao cs se
54. Mobile Banking features on this page a Manage Users Recipients Templates Subsidianes and eStatments b Postive Pay c BillPay d Person 2 person Payments 13 Onthe User Policy page click ortap Accounts The Accounts page appears J onah Bank of Wyoming Mobile amp Tablet App Users Guide 100 Pistol Pete User Policy Save Overview Features Accounts ACCOUNTS Internal Number Name View Deposit Withdraw 1000002499 Checking A A A mono o9 savings A Y A 000x8702 Checking A A O00007 341 LOC YA Y A WON 5 External Checking m GA A 14 Foreach account click ortap the icon in each of the following columns to configure access e View e Deposit e Withdraw 15 Clickortap Save 16 Provide the new Login ID and default password to the new userso that they can login once the account isenabled by J onah Bank Viewing existing users The User Management page includesall usersascardsin a gnd orina list The information for each user includes e Name e Email address e Last login To view existing users 1 Inthe Menu click ortap Commercial gt Manage Users The User Management page appears Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 101 User Management Grid List search Users Sort by Dilbert D Jonah KO Android Mobile Apple Mobile gqough jonahbank com supporn jonahbank com ggough jonahbank com gqough jonahbank com al 4 P p Fi 2 Browse orsearch to view existing users E
55. P w ACH Receipts ACH Collection Fitter by Type r ACH Coll ACH Hecei PPD New Template New Payment ACH Payment ACH Receipt ACH Batch ACH Payments ACH Collection ACH Payment Domestic Wire LAST PAYMENT 0 02 Payrol bt on 08 18 2014 06 17 01 F ia PPD Prd 3 Ifyou are creating a template the Info amp Users page appears J onah Bank of Wyoming Mobile amp Tablet App Users Guide 122 Payments ACH Payment Info amp Users TEMPLATE NAME Grant User Access 4 Search Name Ho Apple Mobile i Android Mobile cj test test Ei Dilbert D Zi John amp mith Ti Pistol Pete Indicates required field Do the following a Inthe Template Name field entera name forthe template b Inthe Grant User Access area select the check box foreach userthat you want to assign accessto the template You can browse orsearch for usernames Tip You can only select the check box for users who have the Draft or Draft Restricted right for the transaction type You cannot clear the check box users who have the Manage Templates feature assigned c Clickortap Next orclick ortap on the Recipient amp Amount tab The Recipient amp Amount page appears J onah Bank of Wyoming Mobile amp Tablet App Users Guide 123 Payments ACH Payment Subsidiary Account eee Recipient amp Info amp Users eer TEMPLATE NAME Contoso payment ar Delete Template A
56. P AI GO a E A E 187 S SU NCS E E E E 187 MELEE n E E A E E E E E EE E T 188 PAVAO DIIS cone er A E E E E ERNANaD Eerie 188 Sending a CMEC K toncansaniiniannscorinitenisicaniaiuaanteiniaunaeaiamelsiyidadentadnensbiunta cients suentasianinanqadbeniniwatedusianean 188 OOF VVE TC Te eC IIS aea asec ented nloncones A thaeasatnnnteadouesumyeatereans 189 Payment and TEMP lale S iscvntawrnartvnmiaeranimencmeinsimenaerimsineninerinaesrivnEnnnS 189 WI SUV ST TS tates ste ate E E E E E 189 TD AE N ccs pega E E A A E AE AA E E ET 189 Germa IEO a EE E E E E eee T 189 J onah Bank of Wyoming Online and Mobile App Users Guide 7 Online and Mobile App Users Guide Chapter 1 Overview Purpose The Online and Mobile App Guide is intended to give you the background information and proceduresthat you need to use the New Unified User Exopenence UUX in online banking and the mobile banking app This guide isa complement to the online help available in online banking and the mobile banking app Audience The Online and Mobile App Guide is for all users of online banking and the mobile banking app It includesan overview of the major features in the UUX and tells you how to do the following e Login e Log off e Reseta forgotten password e View youraccount history e Use quick actionsto perform common tasks e Pay bills e Transferfunds e Remotely deposit checks e View payments and transfers on the Activity Center page e View account statements e Use mes
57. Sin a listand ona map We use the built in location services in your browser or mobile device to determine your location Your browser ordevice may ask for permission to access location information If your location isavailable branchesorATMsare sorted by their distance from you If your location isnot available a default list of branchesand ATMSappearss To find a branch orATM location 1 Inthe Menu click ortap Branches The Branches page appears Map Satellite HOME fat z lt gt m MESSAGES v 519 F TRANSACTIONS fy COMMERCIAL BRANCHES g wwa Cheyenne NEWS amp RATES IL Ml 205 Storey Bivd 1 Cheyenne WY 82009 SERVICES HELP 211 Op SETTINGS GD 222 LOG OFF z ncolmH 30 X Francis E Warren AFB r A rara A 2 Do one ofthe following e To view branches click ortap Branches e To view ATMs clickortap ATMs J onah Bank of Wyoming Mobile amp Tablet App Users Guide 163 3 Onthe Branchespage do one ormore of the following e Tap and drag orus your mouse to scrollorzoom the map ona smartphone ortablet you can use the pinch zoom functionality of your device e Browse the locations list e Click ortap the Search branchesfield and entera city state or AP Code to search e Clickortap a location in the nght hand menu orthe pin on the map for more information about the branch orAIM 25 Cheyenne 205 Storey Bhd Cheyenne Wr 82009 E Cheyenne Address 205 Storey Blvd Ranchettes C
58. T E E 23 Using the gnd AN list VIQWS ccccccssssssseeeeecceeeeesssseceeeeeeenessseeeeeseeseeeesseseeeeeeeseeeagaaeesenstsasaasseeseeeeees 25 POV lorcet vara E 26 VORTAN OTT oian EE E E E EE EE EEA 26 Involuntary log Off after SESSION tiMeoUt seeesssrrrrrrrressrrrrrrrrrrsssrrnrrrrrrernnrrnrrrensrrnrrrrreessren 26 Resetting a forgotten password 20 cccccccssssseececeeeeeeeeesseeeeeeeeeseaaeussseeeeeseuaesssseeeeeeessesagaaseeseeeeessaaegagsss 27 CHAPTER 3 VIEWING ACCOUNTS AND TRANSACTIONS 28 VI ONS ate sear arccaccrsn te E E A E E EAE ON EE EE 28 VIEWING GCC OUNE OGIO aerae E E E E E 29 Viewing transactions on the Account Details page e ssessssssrrrrseesssrrrrrrrressrrrrrrrreessrnnrrnrreessren 32 ENNO ana ONS epn E E E EN 33 SS IC UC i Se C ON a E T 35 Sor ng WAN SS CUO S ss foieasersosewnscannemdnawasdnnsacaronetasandianiniuandadsatbianipmaiaessanbiannyamrsadinnnaminstneatvinanamnran 35 EXpOMInd TranSa ClO EC ONG S vinsvitisncnnomsesdinicaunmeiraavininauionenetavnasteiatoebingasieramvessiinasieenavoNea 36 Jonah Bank of Wyoming Online and Mobile App Users Guide 2 Viewing transaction detailS ANd CNECK IMAGES ccccccccccssssssseeeeeeeeeeaeeeeeeeeeeeseseesseeeeeeeeeessaegs 37 Viewing and pnnting images associated with a transaction Online Banking Only 37 Sending a secure MESSAGE abouta transaction s ssssssrerreesssrrrrrrrresssrrrrrreessrrrrrrrreessrrrrrnns 38 CHAPTER 4 QUIC K AC TIO
59. To add a recipient 1 Inthe Menu click ortap Commercial gt Recipients The Recipient Management page appears Recipient Management Search Sort by Add Recipient Gough Melboume Mickey Mouse Pistol Pete 0 account s 0 account s 2 account s 1 account s Gough pay FEX okey a Petes Fay Ggoughijonahban k com Gooughgyonahban KOM bey Kom Supporigyonahban k cam P P p j 2 On the Recipient Management page click ortap Add Recipient The Add Recipient page appears J onah Bank of Wyoming Mobile amp Tablet App Users Guide 110 Add Account Recipients Add Recipient Recipient Detail DISPLAY MAME ACH NAME E MAIL ADDRESS Send e mail notifications COUNTRY United States ADDRESS i ADDRESS 2 CITY STATE ZIP Select State F Indicates required field Create Recipient Cancel 3 On the Recipient Detail tab do the following a e Enter the Display Name The display name appearsin online banking and the mobile banking app to help you recognize the recipient Enterthe ACH Name Optional Enter the E Mail Address If you enteran email address we can notify the recipient when a transaction is processed From the Country drop down list select the country The address fields change based on the country selection Enter the postal address information 4 Clickortap Add Account The Account New tab appears J onah Bank of Wyoming Mobile amp Tablet App Use
60. You can use the Payments page to create payments ortemplates for any transaction type for which you have the Draft or Draft Restncted nght assigned If you have the Manage Templates feature assigned you can create a template for any transaction type You must save a template before you can draft a payment based on the template See How usernghts control payments and templates on page 83 Tip When you create a payment or a template the Pending and Processed lists on the Payments page includes only payments of the same type This section includes the following e Creating a single recipient payment ortemplate on page 121 e Creating a multi recipient payment ortemplate on page 128 Creating a single recipient payment ortemplate The following payment and template types include a single recipient e ACH Payment e ACH Receipt e Domestic Wire e Intemational Wire To create a single recipient payment or template 1 Inthe Menu click ortap Commercial gt Payments The Payments page appears 2 Onthe Payments page do one of the following o Inthe New Template drop down list click ortap the template type to create Continue with Step 3 o Inthe New Payment drop down list click ortap the payment type to create Continue with Step 4 Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 121 Payments Search Available Templates Wire Domestic Wire LAST PAYMENT 0 10 Sent on O2 132014 06 10 17 ia
61. a numberforthe account order Click ortap Submit J onah Bank of Wyoming Mobile amp Tablet App Users Guide 177 Account Preferences Enter a display name and order for each account Savings Sewer hl so oS NICKNAME ORDER 0 O Enabled Checking RSF NICKNAME ORDER JGCH 1 Ww Enabled Loan NICKNAME ORDER TRUK 2 W Enabled Using text banking To use text banking you send a text message to us with a command When the action iscomplete the text message reply includesthe information or the results of the action Note A signature or any other text in a text banking message may cause difficulties processing text banking commands You should disable any automatic signature or other text when you send a text banking command J onah Bank of Wyoming Mobile amp Tablet App Users Guide 178 A Caution When you send or receive a text banking message normal text message and data rates apply You send the text message to 226563 BANKME You can send one of the following commands Text banking commands Command Result BAL BAL lt account nickname gt HIST lt account nickname gt XFER lt from account nickname gt lt to account nickname gt lt amount gt UST HELP STOP The current account balance forall enabled accounts The current account balance forthe account that you specify Recent history forthe account that you specify Transfersthe amount that you specify fr
62. age Recipients e Manage Subsidianes e Manage Users e Statement Image 4 Clickortap Save 5 Onthe success message click ortap OK J onah Bank of Wyoming Mobile amp Tablet App Users Guide 105 J onah Bank of Wyoming Mobile amp Tablet App Users Guide 106 Configunng account access A userwho hasthe Manage Usersnght assigned can edit the access that other users have to accounts To configure account access 1 Onthe View User page fora user click ortap Assign Rights The User Policy page appears 2 On the User Policy page click ortap Accounts The Accounts page appears ona smartphone this page isbes viewed in landscape orientation Pistol Pete Save User Policy Overview Features Accounts ACCOUNTS Internal Number Name View Deposit Withdraw 10000x2499 Checking CA Z CA nooond099 Savings G A A nox 7 O12 Checking CA Z Y 000K 844 Loc A A A 100x3257 External Checking m A 3 Foreach account click ortap the icon in each of the following columns to configure access e View e Deposit e Withdraw 4 Clickortap Save 5 Onthe success message click ortap OK J onah Bank of Wyoming Mobile amp Tablet App Users Guide 107 Deleting a user When you delete a user youdo not delete any existing transactionsthat the user drafted or approved including recumng transactions To delete a user 1 Inthe Menu click ortap Commercial gt Manage Users The User Management page appears 2 Onthe UserManagement page
63. ah Bank Secunty Guide from within online banking and via the mobile App Online Banking Guide To accessthe Jonah Bank Online Banking Guide at any time from the Menu click ortap on Settings and then click ortap on Online Banking Guide Jonah Bank Secunty Guide The Jonah Bank Secunty Guide provides information on the secunty offenngs built into Online and Mobile Banking that you can take control of The guide also describes basic secunty steps you should be taking to secure yourcomputerand network as well as information on how to defend against phishing and other social engineenng tactics The Jonah Bank Secunty Guide can be accessed at any time from the Menu by clicking ortapping on Settings and then clicking ortapping on J onah Bank Secunty Guide J onah Bank of Wyoming Mobile amp Tablet App Users Guide 181 APPENDIX A STAYING SEC URE This appendix contains the following e Password tipsand recommendations on page 182 e Registering a browserordevice on page 183 Password tipsand recommendations A strong password helps you protect your account Passwords provide the first layer of defense in a defense in depth secunty strategy They should be hard enough so that no one can guessthem orsocially engineer them but still have meaning to where you can remember them When setting a password remember that you use the same password for Online and Mobile Banking To create a strong password keep in mind the following guidelin
64. ails of a transaction you can send a secure message to usabout the transaction To send a secure message abouta transaction 1 Inthe transaction details click ortap Ask about transaction The New Message window appears 2 Clickortap the message recipient The message window appears The message automatically includes information about the transaction 3 Clickortap in the Message field and enter your message ecou Verizon LTE 3 38 AM 7 G 720 To Customer Service SUBJECT nquiry regarding transaction 1719625 INQUIRY DETAILS Posted 1 30 2014 12 00 AM Check 1457 Account forge Balance Type of Transaction Posted 4 Optional In online banking click the attach file icon 2 In the Open dialog box selecta file to attach to the message and click Open Click ortap Send The Messages page appears with your new message to retum to the account details page click ortap on menu then home and select youraccount from the home screen J onah Bank of Wyoming Online and Mobile App Users Guide 38 CHAPTER 4 QUICK AC TIONS This chapter contains the following e Using Quick Actions on page 39 e Transfemng funds using Quick Actions on page 40 e Paying a billusing Quick Actions on page 42 e Approving a transaction using Quick Actions on page 44 Using Quick Actions In online banking and the mobile banking app you can perfom Quick Actions directly from the Home page Quick Actions are an easy way
65. amp Tablet App Users Guide 53 2 Onthe Funds Transfer page do the following a Inthe From Account drop down list select the account from which you want to transfer funds b Inthe To Account drop down list select the account to which you want to transfer funds c Inthe Amount field enterthe amount to transfer d Clickortap the Date field and then select the date that you want the transfer to occur 3 To create a recuming transfer do the following a Select the Make thisa recuming transfer check box The Schedule Recuming Transfer window appears Schedule Recurring Transfer How often should this transfer repeat 1stdayofmonth Last day of month O 1st and 15th Every Month O Every Week Every 2nd Week Every Year When should this transfer stop Select when the transfer should recur c Selecta date from the calendar when the recurrence should stop or click tap Repeat Forever d Clickortap Save 4 Optional Enter information about the transfer in the Memo field Click ortap Transfer Funds 6 Click ortap Close to the Funds Transfer Successful message to set up another transfer orclick ortap View in Activity Center to review the transfer UI Viewing transfers You can view or search foran existing pending or processed transferon the following pages e Funds Transfers e Activity Center The Activity Center page may include additional details about a transfer To view a transferon the Fund
66. amples illustrate both a card in the gnd view and the list view Example recipient card in payments and templates Pistol Pete f Example recipient lit view in payments and templates Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 91 Account Notify Amount Addendum Mickey Mouse 19 vi 0 Pistol Pete Each view includes the following Recipient information in payments and templates Icon Note Name N A The name ofthe recipient in online banking and the mobile banking app Account N A The account number Ifthe recipient has multiple accounts you select the account oraccounts to use in the payment or template Amount N A The amount ofthe payment orthe default amount forthe template Currency N A Only appearsforan Intemational Wire The Currency forthe wire transfer Accounts All of the accounts associated with the recipient Click ortap to view In single recipient transactions you can select an altemate account forthe transaction In multi recipient transactions youcanadd an accountto the transaction Amessage that we include in the transaction that Allene win A we ey to the ACH system Appearsin ACH transactions In the grid view click or tap the icon to enter the addendum The addendum appears in the transaction details on the Activity Center page but it does not appear forthe recipient Message to lt A message included in the wire to the Benefic ia ry beneficiary of Domestic and
67. ancela single transaction click ortap the item that you want to cancel When the details appear click ortap Cancel e To cancel multiple transactions click or tap the check box for each item that you want to canceland then click ortap Cancel 4 When prompted click ortap Confim to venfy the cancellation The status of the items will change to Cancelled on the Activity Center page Approving transactions You can use the Activity Center page to approve a pending transaction To approve one ormore transactions 1 Inthe Menu click ortap Transactions gt Activity Center The Activity Center page appears 2 Browse orsearch forthe transactions that you want to approve 3 On the Activity Center page do one of the following e To approve a single transaction click ortap the item that you want to approve When the detailsappear click ortap Approve e To approve multiple transactions click or tap the check box for each item that you want to approve On the Activity Center page click ortap Approve 4 Optional If you use a Symantec VIP Token code to authonze transactions enter the Current code from the token when prompted 5 When prompted click ortap Approve to venfy the approval The status of the items will change to Authonzed on the Activity Center page Copying a transaction You can use the Activity Center page to make a copy of an existing transaction When you copy a transaction a new transaction of the same type appears with the
68. angle icon indicates ascending or descending sort order Pending transactionsare always grouped together at the top of the sort order To sort transactions e Onthe Activity Center page click ortap one of the following column headingsto change the sort order o Status o 6 Type ID o Amount o Account o Date J onah Bank of Wyoming Mobile amp Tablet App Users Guide 59 Tip Click the column again to change the sort order between ascending and descending Searching fora transaction On the Activity Center page you can search for a transaction in the following ways e Search e Basic search on specific fields When you search using the search box you enter infomation about the item that you want to find Some examples of things that you can search for include e Transactions greaterthan 500 e All Pending transactions e Alltransactions in the last week Don t forget to use the microphone on your device to use speech to text functionality When you perfom a basic search you can search any of the following fields Basic search fields Field Notes Type The transaction type Sta tus The status of the transaction Account The account to search Date The creation date forthe transaction You specify a range of datesto search User The Login ID of the userwho created the transaction Amount The amount of the transaction You specify a range of amounts to include in the search Transacti
69. anmnegisincetanieed 166 Requesting AN addresschange ccccessssssseeecccceeneeesseeceeeeeeeeusseeeeeeeeeseueeaaeeeeeeeeessusauaseeeeeeessagagsesess 167 COnfiguning ACCOUNT display PEFTELENC S ccccccsssssssseeeeeeeeceueeesseeceeeeseeaeeseeeeeeeeessseaseeeeeeeeees 168 Selecting a theme and a JANQUAGE ccccccsssssseeeeeeeceeesessseeeeeeeeeeeasseeeeeesesseseagaseeeeeeesssnsaaseseneeees 169 Changing your secunty preferenc CS cccccccssssssseeeeceeeeeeeeeseeeeeeeeeeueaseeeeeeeeeseaeeaeeeeeeeessssaaaseeeeneees 170 cCnanging your pass Word aiecintencaruscectmcicsenviaundconenesaeatiside caverns a EEA E EARE 170 OG Vouros E E E A 171 Changing your phishing protection phra Se ssssssseesssrrrrrrrnesssrrrrnrenssrrrrrrrrressrrrrrerreesssrrrrnne 172 CONMOUHNG a chalenge COOC merriamii eei rE 173 Configuring secure delivery contact infomation esssssssseseeesssrrrrrreessrrrrrrrrressrrnrrrrreessrrrrrnne 173 Configuring a mobile authonzation COE cccccccccccessssseeeeeeeeeeaeesseeceeeeeesuaeasseeeeeeeeesssaeaseeeeeeees 175 COnmounne text DankNO srera aE NNT 176 Enrolling in text 0a KING sida ricondpnestissdtavancinasstesaiinsnceapiassiesssinsawedophdalestathadsipieninshiiertenpieadsadinnideipiet 176 Configuring account preferences fOr text banking cccccccccccsseseseeeeeeeeeeeesseeeeeeeeesseaeaaeeess 177 Ay TES YE FOS IIT e E anne eure aatennsd ave E A E E Tine 178 Updating text banking PrEfEVENCE S cccccccccccccs
70. ansaction isnot complete the date is Pending and the transaction has a shaded background Transaction The type of transaction Type Amount The amount of the transaction Balance The account balance after the transaction Image The images associated with the transaction if applicable This section includes the following e Filtering transactions on page 33 e Searching transactions on page 35 e Sorting transactions on page 35 e Exporting transaction records on page 36 e Viewing transaction details on page 37 e Viewing and pnnting images associated with a transaction on page 37 e Sending a secure message abouta transaction on page 38 J onah Bank of Wyoming Online and Mobile App Users Guide 32 Filtering transactions On the Account Details page you can filter the transactions that appear based on the following transaction information e Date e Type e Amount e Check number ifapplicable The filter appearance vanes The following examples show the appearance of the filters on different devices Transaction filters page in online banking and ona tablet ga JONAH BANK OF WYOMING Account Details There have been 163 transactions on this account since 4 5 2012 Ask about account Ledger Balance PW Eli E ICE ELE aO Current Balance Last Deposit Date Last Deposit Amount Last Statement Date As Of Date Sweep Balance 2 12 14 Testing memo addendum 0 10 4 92 1 31 14 CHEYENNE LIGHT A BillPay
71. ate you can select one or more of the recipient accounts depending on the payment type When you add an account to a recipient you can specify a beneficiary financial institution You can also specify an intermediary financial institution Wire transfers require beneficiary information Wire transfers may also need an intermediary The beneficiary isthe person or business who should receive the fundsin a wire transfer When you add an account that you intend to use in a wire transfer you specify a beneficiary financial institution that will accept the transferon behalf of the beneficiary An intermediary financial institution isa receiving financial institution other than the beneficiary financial institution that participatesin a wire transfer The wire transfer goes first to the intermediary which retransmitsit to the beneficiary financial institution If you have the Manage Recipients feature assigned you can do the following e Create recipients e Edit recipients e Add an existing recipient to a payment ortemplate e Remove a recipient from a template The Recipient Management page doesnot appear if your user rights do not pemit you to manage recipients Recipient information ina payment ora template Ina payment ortemplate recipients appear in the Recipient amp Amount page ascardsina grid orasitemsin a list The iconson the cardsand the options in the list summanze how the payment ortemplate affects the recipient The following ex
72. bile banking app The file that you upload must be in a specified format Tip To use splits in an imported file include each split as separate line in the imported file This section includes the following e Updating recipientsand amountsin a payment on page 132 e Importing recipientsand amountsto create a payment on page 138 e Importing a NACHA file to create a payment on page 142 Updating recipients and amounts in a payment When you create an ACH Batch or ACH Collection you can import a file to update the amounts for the recipients in the payment You can create the payment from a template or asa new payment Before you perfom the import you create a two column Comma Separated Values CSV file in youraccounting or other software You do not create the J onah Bank of Wyoming Mobile amp Tablet App Users Guide 132 CS file in online banking orthe mobile banking app The two column CSV file must contain the following columns e Recipient name must match recipient name in the template e Amount ec B Book Excel AP AX HOME Developer INSERT PAGELAYOUT FORMULAS DATA REVIEW VIEW ACROBAT Galen Go fe B D Mickey Mouse 100 00 Pistol Pete 250 00 1 2 3 4 a 6 T 8 9 if File doesnot have to be created in Excel this is for example purposes only The import usesthe name and the order of recipients in the file to match recipients and update amounts The list of recipients in the file should be
73. ble Balance this afternoon we hope to see you t 16 38 With the College National Finals Rodeo and the Wyoming Brewers Fest going on it i Ha Birthday to Marie in our Casper West Available Balance PPY y p 0 10 office For all the super hero dads out there have a great Fathers Day For more great history on our flag check out Available Balance g y g 15 00 Great day for the 2014 Mutt Fair Flag day trivia A vexillologist is an expert in what Happy Birthday Eric It s National Donut Day For everything about Alniiannal Mand NMa manal la eee are J onah Bank of Wyoming Online and Mobile App Users Guide 24 Using the gnd and list views Some pages in online banking and the mobile banking app include information in eithera gnd orlist view The examples illustrate the gnd and list views Example gnd view Payments so List amp Search Filter by Type New Template New Payment Available Templates Wire ve ACH Collection vz ACH Payments Domestic Wire ACH Receipt ACH Payment LAST PAYMENT LAST PAYMENT 0 10 0 50 Sent on 02 13 2014 06 10 17 Sent on 06 19 2014 06 17 01 i 2 i PPD V4 A PPD i Exa mple list view Payments Grid st Q Search Filter by Type New Template New Payment Available Templates Template Name Transaction Type Last Payment Amount Last Payment Date Wire Domestic Wire E kd 7 0 10 02 13 2014 06 10 17 ACH Collection ACH Receipt P rg la
74. ccount Draf Approve Cancel View ACH Collection 5 4 100 40 1 000 4 20 Sf PF i i ACH Passthru 40 4 40 4 340 o 0 u Fi a ACH Payment Single 100 7 910 40 100 a 10 aT i oF Ti ACH Payments 30 4 90 40 1 000 41 90 Y S To configure nghts for transaction types 1 On the Overview tab of the User Policy page click ortap the icons for Draft Approve Cancel and View Online Activity to assign nghtsto a transaction type 2 Clickortap Save 3 Click ortap Close on the successful save message To configure nghts and limits fora transaction type 1 Onthe Overview tab of the User Policy page click ortap the transaction type that you want to configure The Rightstab appears 2 On the Rightstab do the following a Clickortap Enable to enable the transaction b Click ortap the icons for Draft Approve Cancel and View Online Activity to assign nghtsto the user J onah Bank of Wyoming Mobile amp Tablet App Users Guide 103 Pistol Pete User Policy Overview Features Accounts ACH COLLECTION Change enable B Rights Limits Draft Can Draft Approve Can Approve Cancel Can Cancel View Online Activity ee Can View 3 Optional If the type isa financial transaction and the usercan approve the type click or tap Limits The Limitstab appears 4 Optional If the type isa financial transaction on the Limitstab click ortap a limit and then click ortap to enter the limit ACH COLLECTION Chang
75. ch all of the search conditions To save a favonte search 1 Create a search 2 Onthe Activity Center page click ortap the Favontes drop down list 3 Clickortap Save As New 4 Inthe Save Search window entera name forthe favonte and click ortap Save Search Funds transfer greater than 50 More than 50 Save Search 5 Inthe successmessage click ortap Close To repeata favonte search On the Activity Centerpage click ortap Favontesand click ortap the favonte search that you want to use The search results appear Save as New More than 50 J onah Bank of Wyoming Mobile amp Tablet App Users Guide 62 Viewing transaction details On the Activity Center page the details that appear may vary depending on the type of transaction however the results will always include Transaction details on the Activity Center page Name Description Tracking ID A unique intemal number that identifies the transaction Created The date that the transaction wascreated Created by The Login ID of the user who created the transaction Will processon The date that the transaction will be processed Amount The amount of the transaction Descnption A short description of the transaction The detailscan also include other information specific to the transaction type To view transaction details 1 Inthe Menu click ortap Transactions gt Activity Center The Activity Center page appears 2 On the Activity Center page
76. ck ortap the check box foreach item that you want to approve On the Activity Center page click ortap Approve 4 Optional If you use a Symantec VIP Token code to authonze transactions enter the Current code from the token when prompted 5 When prompted click ortap Approve to venfy the approval The status of the items will change to Authonzed on the Activity Center page On the next page isan example of the Activity Center Approval Cancel Notify screenona smartphone Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 161 ec0o Verizon LTE 6 39 AM 2 100 E Activity Center Quick Tip Placeholder Activity Center x Filters individual Recurring Transactions Transactions p Ray ciei PSDA Tracking ID 45059 Created 07 05 2014 Created By Jonah K9 Will process On 07 16 2014 Effective 07 17 2014 Total Amount 1 00 Total Payments 1 Description ACH COLLEC To Account RXMMMMD ACH Class Code PPD ACH Header e RECIPIENTS lt oft gt Name XYZ MERCHANT Amount 1 00 Account Number XXXX3257 Account Type Checking Routing Number XXXXX7119 Inquire Cance Jonah Bank 4 Notify Users Approve Mobile amp Tablet App Users Guide 162 CHAPTER 12 FINDING BRANCHES OR A IMS AND VIEWING NEWS This chapter contains the following e Finding a branch orAIM on page 163 e Viewing newsorrates on page 164 Finding a branch orATM On the Branches page you can view branchesand AIM
77. computer or device which deletes our cookie e We reset registration forall users for secunty reasons e Yourbrowserisstonng an old cookie in this situation it is best to remove the existing cookie before going through the registration processagain O Caution Only register a browser or device if it is under your control Do not register a browser on a public Computer APPENDIX B FREQUENTLY ASKED QUESTIONS This appendix contains the following e Getting tarted on page 184 e Messagesand alerts on page 185 e Accounts on page 186 e Transactions on page 188 Getting started This section includes questions about getting started with online banking and the mobile banking app including questions about logging in for the first time Logging in forthe first time What if I do nothave access to the phone orsms text account contacts listed You must have accessto at least one of the listed secunty contacts to log in forthe first time or register a computer If youneed immediate access contact us After you venfy your identify youcanadda new contact method J onah Bank of Wyoming Mobile amp Tablet App Users Guide 184 Registering yourcomputer registered my browser or device during a previous login but now I need to register itagain Why There are several possible reasons that you may need to registera browser ordevice again including Your browser settings are configured to delete cookies for some browsers this is
78. ctronic access to your accounts at Jonah Bank of Wyoming through Jonah Bank of Wyoming s Internet and Mobile Banking Systems By using the any of these Disclaimers ies e systems you accept all terms and conditions of this Agreement Please read it carefully These terms and conditions of the deposit agreements and disclosures for each of your Bank accounts as well as your other agreements with Jonah Bank of Online Banking Wyoming such as loans continue to apply notwithstanding anything to the contrary in this Agreement This Agreement is also Agreem ent subject to applicable federal laws and the laws of the State of Wyoming except to the extent this Agreement can and do vary such rules or laws If any provision of this Agreement is found to be unenforceable according to its terms all remaining provisions will continue in full force and effect You must also follow all of our instructions and procedures applicable to the services covered by this agreement By accessing Online or Mobile Banking you accept and agree to be bound by the terms and conditions of the agreement to be responsible for all authorized transactions initiated through Online or Mobile Banking and will be responsible for any unauthorized transactions to the extent permitted by law 9 The Interstitial page appears as your information loads Note the second time that you login to the mobile app you will be prompted to register your device If you select the option to register
79. d you can edit the template and save your changes You can also edit the template if you have the Draft nght for the transaction type and either you created the template orit isassigned to you If the recipient has multiple associated accounts you can select an altemate account to use in the template To view the templates associated with a recipient 1 Inthe Menu click ortap Commercial gt Recipients The Recipient J onah Bank of Wyoming Mobile amp Tablet App Users Guide 114 Management page appears 2 Locate the recipient that you want to edit and click ortap the edit icon forthe recipient The Edit Recipient page appears 3 Clickortap the tab forthe account 1 below that you want to view The account tab appears Recipients Edit Mickey Mouse Recipient Detail Checking Z1 cking x amp r0z Add Account Account Detail Ben eficiary Intermediary ACCOUNT TYPE NAME NAME Checking Jonah Bank of Wyoming ACCOUNT COUNTRY COUNTRY 12002499 United States Select Country ROUTING ADDRESS 1 ABA 102307119 TIT West 1st Street ADDRESS 2 ADDRESS 1 GITY ADDRESS 2 Casper STATE CITY Wyoming T POSTAL CODE STATE 82009 Select State POSTAL CODE TEMPLATES 2 ACH Payments 2 000 00 Checking x2499 Access ACH Collection 500 00 Checking x2499 T Access Wire 1 000 00 Checking x2499 T Access Indicates required field 4 Optional Click ortap Access 3 above to edit the templat
80. d comespondence related to the account For your secunty we review the change before it takes effect and may need to contact you to venfy the change To request an addresschange 1 Inthe Menu click ortap Settings gt Address Change The Address Change page appears 2 Do the following a Make any needed changesto yourcontact information J onah Bank of Wyoming Mobile amp Tablet App Users Guide 167 b Inthe Select an Account list click ortap one ormore accounts to include orclick or tap SelectAll Click ortap Submit W On the success message click ortap Close HOME i 2 MESSAGES ADDRESS 1 CA J TRANSACTIONS Select an account 205 Storey Blvd COMMERCIAL _ Select All Clear All ADDRESS 2 BRANCHES J PERSONAL CHECKING 00002499 NEWS amp RATES mep BUSINESS CHECKING 000XX8702 T SERVICES Cheyenne RAINY DAY SAVINGS 0000x4099 C HELP STATE LINE OF CREDIT 000007841 O SETTINGS i st Wyoming v Online Profile A ZIP Display Preferences 82009 Security Preferences COUNTRY Alerts Text Enrollment Address Change Complete and submit this form to change your address information for one or more of your accounts United States HOME PHONE Mobile Authorizations 6362 Address Change WORK PHONE eStatement Sign Up 300 Theme CELL PHONE 362 Online Banking Guide Jonah Bank Security Guide E LOG OFF EHI E MAIL ADDRESS suppot jonahbank com TSR
81. d to view the processed bill payments note ona Smartphone you must first tap Activity 3 Click ortap in the Search Payees field 1 below and enter your search text the results should start to filteras you type 2 below 4 Inthe payment list click ortap the bill payment for more information 5 Aswith other search boxesthroughout the App you can tap on the microphone icon and use speech to text to enter your search query 3 below JONAH BANK OF WYOMING Advanced CHEYENNE LIGHT Past 1 payment s 2 00 AND FUEL 2 Paid 1 00 on 4 1 2014 5 00 scheduled for 1 No Scheduled Payments 7 3 2014 See payment histo Hide payment history See payment history ip y ry Canceling a bill payment You can us the Bill Pay page to cancela pending bill payment that you created To cancela bill payment 1 Inthe Menu click ortap Transactions gt Bill Payment The Bill Pay page appears J onah Bank of Wyoming Mobile amp Tablet App Users Guide 51 2 The Search Payeesarea lists all of the pending and processed bill payments Click ortap Pending to view the pending bill payments 3 Inthe list of pending bill payments click ortap the pending bill payment that you wish to cancel 4 Clickortap Cancel Payment When the payment hasbeen canceled successfully a message appears 5 Click ortap Close to close the successful message When using the Bill Payment feature of online bank
82. dd Recipient AGH GLASS CODE Individual PPD Account Notify Amount Addendum Pistol Pete 257 F 2 200 4 Optional If you are creating an ACH Payment or ACH Receipt and your configuration includes SEC codes for every recipient click or tap one of the ACH Class Code options 5 On the Recipient amp Amount page do one of the following e Clickortap Add Recipient to add a one time recipient If you have the Manage Recipients feature assigned you can save the recipient to use again later e Ifyou have the Manage Recipients feature assigned clickortap a recipient to add it to the payment ortemplate 6 Optional If the recipient has multiple accounts the Select Account page appears Select the check boxforthe account to use and clickortap OK The recipient appears in the Recipient amp Amount page Pistol Pete 11013257 Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 124 Notify Amount Account Pistol Pete Addendum 7 Inthe Amount field in the recipient card orlis item enter the amount 8 Optional If you are creating an Intemational Wire select the currency forthe transfer from the drop down list 9 Review the settings forthe recipient and click ortap Next orclick ortap on the Subsidiary tab The Subsidiary page appears if your configuration requires subsidianes Tip See Recipient information in a ayment or a tem on page 92 for information about the card and the li
83. diting user nghts A userwho hasthe Manage Users feature assigned can edit any usersnghts Changes to user rights take effect the next time that the user logsin To edit user nghts 1 Inthe Menu click ortap Commercial gt Manage users The User Management page appears 2 Onthe UserManagement page locate the userthat you want to edit You can browse or search forthe user Click ortap the edit usericon The View User page appears 3 Onthe View User page venfy the login name of the user in the Login Name field and click ortap Assign Rights The User Policy page appears 4 Configure the usernghts and limits foreach transaction type the account features and the account access Formore information see e Configuring nghts and limits for transaction types on page 102 e Configunng feature options on page 105 e Configuring account access on page 107 5 Clickortap Save Configunng nghts and limits for transaction types A userwho hasthe Manage Users feature assigned can edit user nghts and limits for transaction types The nghts and limits foreach transaction type are set individually To view existing nghts and limits for all transaction types e Onthe View User page fora user click ortap Assign Rights The Overview tab of the User Policy page appears Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 102 Pistol Pete User Policy Overview Features Accounts Transaction Type Limit Per Day Per Month Per A
84. e The Info amp Users page of the template appears 5 Make any needed changesto the template When your changesare complete click or Jonah Bank of Wyoming Cancel Delete Recipient Save Recipient Mobile amp Tablet App Users Guide tap Save on the Review amp Submit page To selectan altemate account to use ina template 1 On the Accountstab of Edit Recipient page shown above 4 select a new account forthe template from the drop down list 2 Click ortap Save Recipient The Recipient Management page appears Deleting a recipient If you have the Manage Recipients feature assigned you can delete an existing recipient When you delete a recipient you can no longeruse the recipient ina paymentora template Deleting a recipient does not delete the recipient data from existing transactionsthat use the recipient To delete a recipient 1 Inthe Menu click ortap Commercial gt Recipients The Recipient Management page appears 2 Locate the recipient that you want to edit and click ortap the recipient The Edit Recipient page appears 3 Onthe Edit Recipient page click ortap Delete Recipient to delete the recipient 4 Onthe success message click ortap Close Managing subsidianes On the Subsidiary Management page subsidianes appearascardsina grd orasitemsina list The grid view and the list view include the display name ACH Headername and TaxID number foreach subsidiary The following examples illustrate
85. e E Mail Addressfield entera valid email address forthe user In the Phone Country drop down list select the country forthe user phone number In the Phone field entera valid phone number forthe user In the Login ID field entera login name forthe user Note thislogin name cannot match any of ourexisting customers login names In the Password field entera default password forthe user and reenter it in the Confirm Password field Make sure to note the password complexity requirements shown on the screen Click ortap Save The User Management page appears Note Before the new usercan login for the first time J onah Bank will be calling the main contact forthe commercial entity to venfy via an out of band method that the new user is legitimate 4 On the User Management page locate the user that you just created and clickor tap the Edit Usericon The View User page appears note on this window you can also see the user status of Locked Disabled Active 5 On the View User page click ortap Assign Rights The User Policy page appears 6 Clickortap the transaction type for which you want to assign the usernghts and limits The Rightstab appears 7 Onthe Rightstab do the following a Click ortap Enable to enable the transaction J onah Bank of Wyoming Mobile amp Tablet App Users Guide 98 b Click ortap the icons for Draft Approve Cancel and View Online Activity to assign nghts to the user 8 Optional
86. e ENABLE Rights Limits MAXIMUM TRANSACTION AMOU NT FER TRANSACTION 5 z 5 PER ACCOUNT PER DAY 20 Zr PER DAY 1 2 3 100 gt PER MONTH 4 5 6 1 000 Maximum transaction amount MAXIMUM TRAN SACTION COUNT 7 g 9 PER ACCOUNT PER DAY 7 A s i PER DAY Delete 0 Clear 4 a PER MONTH J onah Bank of Wyoming Mobile amp Tablet App Users Guide 104 5 Do one of the following o Clickortap Overview to view all nghts o Click ortap Change to select another transaction type to configure o Clickortap Save and then click ortap OK to the save successful message Configunng feature options A userwho hasthe Manage Users nght assigned can edit useraccessto features The featuresthat appeardepend on how we configure youraccount Note If we manage subsidiaries on your behalf the Manage Subsidiaries feature does not appear To configure feature options 1 On the View User page fora user click ortap Assign Rights The Overview tab of the User Policy page appears 2 Onthe User Policy page click ortap Features The Featurestab appears Pistol Pete User Policy Overview Features Accounts RIGHTS Wanage Templates Manage Users Manage Recipients Statement image Manage Subsidiaries LINK QUT Positive Pay 3 On the Featurestab click ortap the features that you want to assign to the user You can click ortap to select one or more of the following e Manage Templates e Man
87. e a secure delivery contact 1 In the Menu click ortap Settings gt Secunty Preferences The Secunty Preferences page appeals Click ortap Secure Delivery The Secure Delivery Contact Information tab appears Locate the method that you want to delete and click ortap Delete Configunng a mobile authonzation code You can use a mobile authonzation code to approve a Commercial transaction in a telephone call We can send authonzation requeststo you at an Email address a telephone number or both When a usercreatesa new payment that requires approval the usercan notify valid approvers If your nghts permit you to approve the draft and you configure a Mobile Authonzation code we contact you atthe addressthat you specify forapproval Mobile authonzation contact methods Method Notes Telephone We place an automated phone callto the specified number The call prompts you to enterthe Mobile Authonzation code that you specified You can entera valid code on the phone to approve the draft Ema il We send an email to the address You can log in to online banking Address orthe mobile banking app to approve the dreft To configure a mobile authonzation code 1 2 3 4 In the Menu click ortap Settings gt Mobile The Mobile Authonzationspage appears In the Mobile Authonzation Code field enterthe code Select the transaction typesthat you agree to approve Do one ormore of the following e Clickortap Add Emailand enter yourco
88. e includes the following information Account information on the Account Details page Na me Description Account Name Account Number Available Balance Current Balance Credits Debits Transactions The default name forthe account ora custom nickname that you create in Settings The masked account number For your secunty only the last part of the number may appear Forexample account number 123456789 may appear as XXXXX 6789 The available balance forthe account including any pending credits or debits The current balance forthe account not including any pending credits or debits The subtotal of the creditsto the account If you filter or search the Account Details page the total only includesthe items in the results The subtotal of the debits from the account If you filter or search the Account Details page the total only includesthe itemsin the results The first 100 transactions in the account according to the curent sort order For more information about changing the order of the transaction list see Sorting transactions on page 35 For more information about exporting records from the transaction list see Exporting transaction records on page 36 The Account Details page and the Activity Center page both include transactions A specific transaction can appear on either page or both pages depending on the transaction statusand how you created it You can view transactions and transac
89. ecceceeeeeesseeeecceeeaaesseeeeeeeeeeseaesaseseeeeeeeeseaesseeeeeeesssaagasesess 117 Adding asub didy saencan a EA A unin E E A E E EEN 117 EENG a DS AY e E E E E 119 Deleting a SUDSIGIASY cccccccsssssseeeeececeeeeessseceeeeceesessseeeeeeeeeseeeauseeseeseeseneausaeeesesseneagseeeeeesessnsaggs 120 CHAPTER 11 CREATING AND MANAGING PAYMENTS ARD EPEA E ee Ei EE ne 121 Creating a payment ora template 2 0 ee eeccceccsssseeeeeeeeeeeeeeeeeeeeueeeeeeeeeseeeeeeseeesseeeeseaeeseeeeetseseeeess 121 Creating a single recipient payment ortemplate ceccccceccssssssseeeeeeeeeeeeesseeeeeeeesseaasaeeeess 121 Creating a multi recipient payment ortemplate sssssssssesseesssrrrrrrrresssrrrrrrressrrnrrrrreessrrrrrnne 128 Using imported files with an ACH Batch or ACH Collection ssssssessesrnnnnnneesssrrrrrrneeerrrrrrreeees 132 Updating recipients ANd amounts IN a PAYMENL ccccccssssseeeeeesessseeeeeeeeeseeeeseeesseeeeesesesseeeess 132 Importing recipients and amounts tO Create A PAYMENL ceeeseeeeeeeseseeeeeeeeeeseeeetesesseeeees 138 Importing a NACHA file to create A PAYMENL ccceccccccccccsssssseeeeeeeeeeeeeseeeeeeeeeesseaeaseeeeeeeeees 142 eG a a AS E A E maa EA ann E 145 MANAGING templateS 2 0 eesssssseceeeeceeeeessseececceeeeeusseeceeeeeeeeeeusaseceeesesseeeugeceeeeesseeessseeeeeesessesggageeess 146 Se CP FO We CSD et acres aired R N 149 Filtering CEMPIATCS cccccccccccsssssseeeeeecceeessseeceeceeeeeeeua
90. efore we process it If the file is missing required information we prompt you forthe information If the file has any emors we display an eror message and we cannot process the file You can correct the erorsin the file and upload the corrected file You create the NACHA fommat file in youraccounting or other software J onah Bank of Wyoming Mobile amp Tablet App Users Guide 142 To import a NACHA file to create a payment this process is very similar to importing a 5 column CSV file above 1 Inthe Menu click ortap Commercial gt Payments The Payments page appears 2 Onthe Payments page in the New Payment drop down list click ortap Payment From File The Payment From File page appears 3 Do the following a Inthe Payment Type drop down list select the payment type b Clickortap Selecta file to import The Open dialog box appears 4 Inthe Open dialog box locate the file that you want to upload and click ortap Open The processto locate the file vanes depending on yourdevice 5 Inthe Payment From File page click ortap Upload File If we need additional information to processthe file the Payment from File Additional Information page appears Payment From File PAYMENT TYPE IMPORT FILE ACH Collection Submit form to import NACHA COLLECTION ach Indicates required field Upload File Payment From File Additional Information PAY FROMPAY TO Business Checking soooxd I 02 16 38 EFFECTIVE DATE T
91. eld d Enterthe Postal Addressforthe payee The address can include up to three address lines along with the required City State and Zp e Enterthe Area Code and Phone forthe payee f Enterthe account number in the Payee Account Number field g Clickortap Save 4 When the success message appears click ortap Close The Bill Pay page appears with the new payee listed Editing a bill payment payee You can use the Bill Pay page to edit an existing bill payment payee To edit a bill payment payee 1 Inthe Bill Pay page locate the payee that you want to edit then click ortap the editicon forthe payee The Add Payee page appears 2 Onthe Add Payee page make any needed changes and click ortap Save 3 When the success message appears click ortap Close Managing bill payments On the Bill Pay page payeesappearascardsina gnd orasitemsin a list you can toggle this view by tapping clicking on Gnd or List The front of the card includesinformation about the payee the most recent payment and the next scheduled payment to the payee The back of the payee card accessed by tapping clicking on see payment history includes the most recent payment amounts and the average payment The example bill pay card front includesa recent payment and a scheduled payment Bill pay card front Bill pay card back example example Hortalez amp Co Past 5 payments 62 00 Paid 3 00 on 04 01 2014 00 00 00 50 2 00 scheduled for 30
92. eletion The Inbox reappears without the deleted messages Managing alerts Alerts remind you of important events wam you about the status of youraccounts and notify you when transactions occur When you create an alert you specify the conditions that tnggerthe alert aswell asthe way that you receive the alert These conditions vary depending on the alert type Alert types include e Date e Account e History e Insufficient Funds e Transactions e Secunty You can choose to receive Alerts in any of these ways e Secure Message e Email e Telephone call e Text SMS message You do not need to be logged in forusto send the alert Secure Message and email alerts are sent immediately when they are generated You specify the time to send alertsina telephone callora text message This section includes the following e Creating an alert on page 74 e Editing alerts on page 77 e Enabling and disabling alerts on page 77 e Deleting an alert on page 77 e Configunng secunty alerts on page 78 Creating an alert When you create an alert it takes effect immediately and stays in effect until you disable or delete it To create an alert 1 Inthe Menu click ortap Settings gt Alerts The Alerts page appears Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 74 Settings Online Profile Display Preferences Security Preferences Alerts Text Enrollment Mobile Authorizations Address Change eStatement Sign Up Theme
93. emplate Note greyed out datesare not available for processing 15 To create a recumng payment ortemplate do the following a Clickortap Set Schedule The Schedule Recuming Transaction window appears b Select when the payment ortemplate should recur c Selecta date from the calendar orclickortap Repeat Forever d Clickortap Save 16 The optionsavailable on the Review amp Submit tab vary depending on your user nghts Do one of the following o Click ortap Save to save a new template orchangesto an existing template You must save a template before you can draft a payment based on the template o Click ortap Approve to approve the payment to each recipient Note if transaction codesare required you willbe prompted to navigate to the Activity Centerto Approve your transaction Also if you use Dual Approval you will need to use the notify option in the Activity center forthe transaction you just drafted o Clickortap Draft to draft the payment Using imported files with an ACH Batch or ACH Collection Imported files help you to automate the process of creating payments remove duplicated effort and reduce enors Depending on the file format you can do the following with an imported file e Update recipientsand amountsin a payment e Create a new payment with recipients and amounts e Submit an ACH fomat file for processing You import the Recipientsand amounts from a file that you create outside of online banking orthe mo
94. ent From File iri Fi iri PPD F mo ea r J onah Bank of Wyoming Mobile amp Tablet App Users Guide 139 3 Do the following a Inthe Payment Type drop down list select the payment type b Clickortap Selecta file to import The Open dialog box appears Payment From File PAYMENT TYPE IMPORT FILE ACH Batch Select a file to import 9 Please Select A Payment Type aks gt se ACH Batch 4 Inthe Open dialog box locate the file that you want to upload and click ortap Open The processto locate the file vanes depending on yourdevice T Files vw oC Search Files Organize New folder Documents Date modified a Downloads Music Pictures H Videos iy 05 C AP BD ROM Drive E SAC_8_1_SP2 f 1 5 column Payments 7 3 2014 7 34 AM Microsoft Excel C T2014 7 17 AM Microsoft Excel C File name 5 column Payments 5 Inthe Payment From File page click ortap Upload File The Payment from File Additional Information page appears Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 140 Payment From File Additional Information ACH CLASS CODE PAY FROM PAY TO Business Checking woog f02 16 36 SUBSIDIARY EFFECTIVE DATE ACME Widgets T 72014 S Indicates required field 6 Do the following a Select the Pay From Pay To account b Optional Select the Subsidiary c Select the Effective Date d Click ortap Submit 7 Inthe success message do
95. enter the code and click ortap Submit The New Password page appears On the New Password page do the following a Enter yournew password in the New Password field b Re enterthe password in the Confirm Password field c Clickortap Submit The Home page appears J onah Bank of Wyoming Online and Mobile App Users Guide 27 CHAPTER 3 VIEWING ACCOUNTS AND TRANSACTIONS This chapter contains the following e Viewing accounts on page 28 e Viewing account details on page 29 e Viewing transactionson the Account Details page on page 32 Viewing accounts The following information appears on the Home page for each account Account information on the Home page Name Description Account The default name forthe accountora custom nickname that you create name in Display Preferences under settings in the left hand navigation menu Account The masked account number For your secunty only the last part of the number number may appear For example account number 123456789 may appear a S XXXXX 6789 Balance The balance forthe account s Tip If the Home page includes the Summary Metrics graph you can click or tap the segment of the graph that represents an account to view account information SUMMARY METRICS Personal Checking 00002499 4 92 4 92 Available Balance Current Balance View Transactions J onah Bank of Wyoming Online and Mobile App Users Guide 28 Viewing account details The Account Details pag
96. equired field Submit Configunng a challenge code A challenge code can be used to temporanly access online banking or the mobile banking app when you cannot receive a Secure Access Code You cannotuse a challenge code to register a browser or device Note Not all accounts are configured to use a challenge code To configure the challenge code 1 Inthe Menu click ortap Settings gt Secunty Preferences The Secunty Preferencespage appears 2 Clickortap Challenge Code The Challenge Code tab appears 3 Do the following a Enterthe challenge code in the Challenge Code field b Re enterthe code in the Confirm Challenge Code field 4 Clickortap Submit Configunng secure delivery contact information You can configure your secure delivery contact information that we use to send Secure Access Codes We only send Secure Access Codesto a known secure delivery contact J onah Bank of Wyoming Mobile amp Tablet App Users Guide 173 Secure Access Code delivery methods Method Details Phone The system callsthe telephone number on file You answer the phone nomally and make a selection to hearthe code If necessary you can repeat the code The system doesnot leave the code on voice mail If you miss the call you can request a new code Text SMS The system sendsa text message with the code Standard text messaging feesapply Symantec Forcommercial customers you can instantly retneve your VIP Token code by pressin
97. ers Payables manager Draft and approve vendor payments and invoices Receivables manager Draft and approve collections Others Draft restricted for vendor payments INVOICES and collections Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 81 Large business Shareholders 1000 Finance EVP Manage templates Approve payments Payables manager Draft and approve vendor payments and INVOICeS Receivables manager Draft and approve collections Others Draft restncted for vendor payments The User Management page lists all Commercial accounts users You can view usersascards ina grd orasa list The following illustrates the User Management page Example User Management page Add User User Management Search Users Ort by Android Mabile Apple Mobile Dilbert D John Smith ggough jonahbank com ggough jonahbank com gqgough jonahbank com support jonahbank com oP L a a P Jonah K9 Pistol Pete suppotjonahbank com sgough janahbank com P E P The following information appearsforeach for user e Name e Email address e The time since the user last logged in e Account lock status A locked account hasa red card A green card is unlocked Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 82 Note Contact us to unlock a locked account This section includes the following e How usernghts control payments and templates on page 83 e Rights to transaction types on pa
98. es e Create unique orginal passwords forall the web services that you access e Use the longest practical password e Use a mixof upperand lowercase letters e Include one ormore numbers e Do notuse repeating oradjacent characters 11111 or 12345 e Use at least one of these special characters amp e Avoid using software ortoolbarsthat store your password passwords stored in thismannercan be retneved e Change your password regulary Remember to avoid the following password pitfalls e Do not choose passwordsorsecunty codesthat otherscan easily guess e Do not reuse passwordsfor multiple sites e Neveruse youraccount numbers e Do not use personal contact information such as addresses or phone numbers e Do not use personal information such as yourname birthday Social Secunty Number passport number orthe namesor information for family members or frends e Do not use sequencesof characters such as 1234567 orabcdefg e Do not rely on look alike substitutions of numbers or symbols alone Passwords like P sswOrd are easy to guess but can be effective when you also change the case of the letters the length of the words and misspellings or when you use multiple unrelated wordsin a phrase e Do not use dictionary words e NEVER EVER EVER give out your password EVER The following links to third party toolsand sitescan help you to create strong passwords However we do not endorse or guarantee these sites Th
99. examples illustrate the appearance of the gnd and list views Example grid view in payments and templates J onah Bank of Wyoming Mobile amp Tablet App Users Guide 146 Payments J List Search Filter by Type Yew T New Payment Available Templates Wire w ACH Collection w ACH Payments Domestic Wire ACH Receipt ACH Payment LAST PAYMENT LAST PAYMENT 0 10 0 02 Sent on 2122014 06 10 17 Sent on 0132014 06 17 01 i S N PPD S A PPD r4 w ACH Payments w ACH Receipts W Contoso payment ACH Batch ACH Collection ACH Payment Example lit view in payments and templates J onah Bank of Wyoming Mobile amp Tablet App Users Guide 147 Payments Search Fitter by Type New Template New Payment Available Templates Template Name Transaction Type Last Payment Amount Last Payment Date Wire Domestic Wire a CI 0 10 02 132014 06 10 17 ACH Collection ACH Receipt a ay i ACH Payments ACH Payment F Er F 0 02 06 19 2014 06 17 01 ACH Payments ACH Batch a i i ACH Receipts ACH Collection EF Er i Contoso payment ACH Payment F iri F Both views include the following infomation foreach template Template name e Transaction type e Last payment amount e Last payment The icons on the card and in the list perfom the following tasks Template card and list icons Mark the template asa favonte a i a Edit ordelete the template Copy the template You must have specific nghtsto create edit orde
100. ey are provided only for your information and convenience e Create Strong Passwords e Microsoft Password Strength Checker e DashLane Password Wallet e Last PassPassword Wallet J onah Bank of Wyoming Mobile amp Tablet App Users Guide 182 Registenng a browserordevice A conventional authentication system relies on two forms of identification to prove your identity your Login ID and your password Multi factor authentic ation uses multiple forms of identification to make it harder forattackersto access youraccount The multiple forms of identification can include something that you know such asa password and something that only you have In online banking and the mobile banking app we can send a Secure Access Code to a contact addressthat you configure The code is only valid fora single use and it expiresaftera short time You choose one of the following waysto deliverthe code Secure Access Code delivery methods Method Details Phone The system callsthe telephone number on file You answer the phone nomally and make a selection to hearthe code If necessary you can repeat the code The system doesnot leave the code on voice mail If you miss the call you can request a new code Text The system sendsa text message with the code Standard text SMS messaging feesapply Symantec Forcommercial customers you can instantly retneve your code by pressing VIP the button on the physical token or by accessing the Symantec VIP Toke
101. f after session timeout To help ensure your secunty we automatically log you off when you have been logged in foran extended penod This session timeout is designed to protect the secunty of your financial information There are two typesof session timeouts J onah Bank of Wyoming Online and Mobile App Users Guide 26 Session timeout types Timeout type Logged in but Protects you if you are logged in and inadvertently leave inactive yourdevice A waming message appears to give you a chance to stay logged in If you miss the waming message you can immediately log back in on the same browser or device restonng your session and any tasks that you were working on If you enteran incormect password any pending work isdiscarded Logged inbutexceed Limitsthe maximum time of any session When the maximum session time limit time ends you are prompted to save yourwork and log off manually If you do not log off manually we automatically log you off Resetting a forgotten password If you forget your password and your account is not locked you can use the Forgot Password option on the Login page reset your password To reset a forgotten password I 2 oF On the Login page click ortap Forgot your password Enter your Login ID and click ortap Submit On the Login page click ortap one of the contact methods that are on file for you We send you the code using the contact method that you selected On the Secure AccessCode page
102. f required Enterthe postal address if required g Clickortap Create Subsidiary The Subsidiary Management page appears 4 0 QA O Editing a Subsidiary If you have the Manage Subsidianes feature assigned you can use the Subsidiary Management page to edit a subsidiary You can also edit a subsidiary when you create a payment ortemplate To edit a subsidiary on the Subsidiary Management page 1 Inthe Menu click ortap Commercial gt Subsidianes The Subsidiary Management page appears 2 Locate the subsidiary that you want to edit You can browse orsearch to locate the subsidiary Click ortap the edit icon forthe subsidiary The Edit Subsidiary page appears 3 Onthe Edit Subsidiary page make any needed changes 4 Clickortap Save Subsidiary The Subsidiary Management page appears To edita subsidiary when you create a payment ortemplate 1 Onthe Subsidiary page 2 below in the new payment or new template locate the Subsidiary that you want to edit Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 119 Payments ACH Payment 4 Recipient amp z ae Review amp Info amp Users Amun Subsidiary Account Submit TEMPLATE NAME ACH Payments wr Delete Template Add Subsidiary ACH CLASS CODE Individual PPD ACH Wire Wing Tip Toys Wire amp ACH 0123456789 3 Fa Indicates required field l i ii 2 Clickortap the edit icon forthe subsidiary The Edit Subsidiary page appears 3
103. f9 8786 to your new contact details Did you know High Noon from 0 00 wd oa 780294555 bf9 Computer that you can do this quickly and se curely Leek PE with Jonah Bank through the Online Banking 3 month COD From 0 15 System For more information and other great tips http www_jonahbank com default lt nanan na nmw innn AA SERVICES _ More _ More HELP Ob SETTINGS Pe Era AN LOG OFF in To view rates In the Menu click ortap News The News page appears Ratesappear in the Sdebaron the News page Ona Smartphone ortablet you can accessnewsand rates pnorto login by tapping on Rates from the login screen e500 Verizon gt 7 36 AM 4 O 100 E e500 Verizon gt 7 34 AM 4 O 100 E eooo Verizon F 7 34 AM T O 100 M ONAH amp BANK News amp Rates OF WYOMING Savings Saddle Up from 0 03 Savings Rates Money Market Cowboy Up from 0 01 National Cyber Security Natiqieeeene meee aia Awareness Month Awar High Noon from 0 00 We re recognizing National Cyber Security Awareness Month by providing you with 31 From 0 15 days of security tips Today s tip Ensure you L Remember me are running Antivirus software and keeping it up to date on all of your systems For more Forgot your password detailed information visit http www jonahbank com default aspx v20497218c 3e37 46f9 8786 P 780294555bf9 Computer More Sign In Update your contact details2 lam a new user
104. fy check box forthe recipient c For multi recipient payments to pay the recipient when the payment processes do one of the following e In Gnd view make sure that the pay icon Popea You can clickortap the icon to change the payment setting e In List view select the Pay check box forthe recipient 4 Venfy all of the settings then click ortap Next to get to the Review and Submit Tab or tap orclick on Review and Submit there isno need to modify the Subsidiary or Account tabs The Review amp Submit page appears J onah Bank of Wyoming Mobile amp Tablet App Users Guide 152 Payments Domestic Wire ea Recipient amp di Review amp TEMPLATE NAME Wire fe Delete Template TOTAL AMOUNT RECIPIENTS FROM ACCOUNT 1 00 1 Business Checking 00xx8702 PROCESS DATE DESCRIPTION Select Date Wire RECURRENCE None Selected Recipients l ora List a _ Mickey Mouse CNE 12002499 s m F 1 00 A we Indicates required field pann Cancel Save Dratt 5 Click ortap the Effective Date field and click ortap the date to processthe payment 6 To create a recumng payment ortemplate do the following a Clickortap Set Schedule The Schedule Recuming Transfer window appears J onah Bank of Wyoming Mobile amp Tablet App Users Guide 153 Click ortap Save oaao Schedule Recurring Transfer How often should this transfer repeat 1st day of month Last day
105. g the button on the physical token or by accessing the Symantec VIP Token software on your computer or mobile device To add a new secure delivery contact 1 Inthe Menu click ortap Settings gt Secunty Preferences The Secunty Preferences page appears 2 Clickortap Secure Delivery The Secure Delivery Contact Information tab appears Settings Security Preferences Change Password Phishing Phrase Challenge Code secure Deive Secure Delivery Contact Information Enter your preferred e mail and or phone contact information below This contact information will be used for Secure Access Code delivery SMS 512 555 1212 Edit Delete EMAIL kellipackett Edit Delete Indicates required field l E a New Email Address New Phone Number New SMS Text Number 3 Clickortap one of the following e New Email Address e New Phone Number e New SMS Text Number 4 Enterthe contact information and click ortap Save 5 Click close on the success message 6 J onah Bank of Wyoming Mobile amp Tablet App Users Guide 174 To edita secure delivery contact 1 UU AUN In the Menu click ortap Settings gt Secunty Preferences The Secunty Preferences page appears Click ortap Secure Delivery The Secure Delivery Contact Information tab appears Locate the method that you want to edit and click ortap Edit Make any needed changesto the contact information and click ortap Save Click close on the success message To delet
106. ge 84 e Limitson transaction approvals on page 87 e Rightsto access features on page 88 e Rightsto access accounts on page 89 How usernghts control payments and templates User rights to transaction types features and accounts control the tasks that you can perfom for each transaction type The following table illustrates how the Draft nghts for each transactiontype and the Manage Templatesfeature control access to payments and templates User rights foreach transaction type Draft nght for Manage Templates Manage Templates not transaction type assigned assigned None None None Draft e Create a payment e Create a payment from from assigned the transaction type transaction types e Create a template from the e Create a template from transaction type any transaction type e Create a payment from any e Create a payment from assigned template orown any template and template and change any change any fields fields e Editany template e Edit own templates e Delete any template e Edit assigned templates Draft Restncted N A Create a payment from an assigned template and change the date amount and description You must have the Manage Recipients feature assigned to add a recipientto a template You must have the Manage Subsidiaries feature assigned to add a subsidiary to a template unless we manage your subsidianes on your behalf J onah Bank of Wyoming Mobile amp Tablet App Users Guide 83 Aftera payment is drafted it
107. he Payments page click ortap the template that you want to delete You can browse or search to locate the template When you click ortap the template the Info amp Users page forthe template appears 3 Click ortap the delete icon W 4 Clickortap Close Marking a template asa favonte Favonte templates are the templates that you use most often Every user hasan individual list of favonte templates Favonte templates are grouped together before any othertemplates on the Payments page You can mark any template that you can accessasa favonte To marka template asa favonte 1 Inthe Menu click ortap Commercial gt Payments The Payments page appears 2 Onthe Payments page locate the template that you want to mark asa favonte You can browse orsearch to locate the template 3 On the Payments page click ortap the Favorite icon 2 forthe template Creating a payment from a template A template isa model fora payment Depending on your user nghts you may be able to change allof the fields in the payment that you create or you may only be able to change J onah Bank of Wyoming Mobile amp Tablet App Users Guide 150 the Date Descnption and Amount The templates that you can use appearin the Available Templates area on the Payments page If you have the Draftrnght assigned fora transaction type you can change any of the values in the template when you create the new payment If you have the Draft Resincted nght assigned for t
108. he reorder request b On the Check Number tab click or tap the starting Check Number and click ortap Save c On the Number of Boxestab click ortap the number of boxesto order and click or tap Save d Clickortap Send Request 3 Clickortap Close on the success message Creating a top payment request You can request a stop payment on one or more checks A stop payment request does not Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 67 guarantee that the check or checks will be stopped The item may have already been processed and posted to your account To create a stop payment request 1 Inthe Menu click ortap Services gt Stop Payment The Stop Payment page appears Services Stop Payment Complete the feds Below to make a siop payment request based on known Payment information Request Type cqued Are you requesting to stop payment on one or multiple checks Single Check Multiple Checks 2 Onthe Request Type tab click ortap one of the following e Single Check e Multiple Checks 3 Onthe Account tab click ortap the appropnate account 4 Enterall of the check information that you have forthe stop payment e If you selected Single Check o Check Number o Optional Payee o Optional Amount o Optional Date e If you selected Multiple Checks o Starting Check Number o Ending Check Number o Optional Start Date o Optional End Date 5 Optional On the Note tab add a note to accompany the reques
109. he transaction type you can only change the date descnption and amount in the template when you create the new payment See How user rights control payments and templates on page 83 for more information To create a payment from a template 1 Inthe Menu click ortap Commercial gt Payments The Payments page appears with the templatesthat you can access Payments Grd ik A Search Filter by Type New Template Available Templates Wire wv ACH Collection ww ACH Payments Domestic Wire ACH Receipt ACH Payment 0 10 0 02 sent on 02 13 2014 06 10 17 Sent on 06192014 06 17 01 if reg inal PPD via ie PPD o 2 Onthe Payments page click ortap the template that you want to use to create the payment The Recipient amp Amount page appears J onah Bank of Wyoming Mobile amp Tablet App Users Guide 151 Payments Domestic Wire Recipient amp ae Review amp Info amp Users Subsidiary Account Submit Amount TEMPLATE MAME Wire Delete Template Add Recipient Search E gt Sort by l ara List Mickey Mouse 12002499 1 000 Cancel 3 Foreach recipient do the following a Enterthe cormect amount in the Amount field on the recipient card or list item b To notify the recipient when the payment processes do one of the following L e In Gnd view make sure that the notify icon appears You can clickor tap the icon to change the notify setting e In List view select the Noti
110. heyenne WY 82009 S07 f 73 7800 Get Directions LOBBY HOURS MON TUE WED SAT 8 00am 8 00am 8 00am Closed 5 00pm 5 00pm 5 00pm DARIVE THRU HOURS B MON TUE WED THU SAT 8 00am 8 00am 8 00am 8 00am Closed 6 30pm 65 30pm 6 30pm 65 30pm si e Optional In the location details click ortap Get Directions for directions to the branch orAIM Viewing newsorrates You can view ournewsand rates from within online banking orfroma mobile device To view a news item on the News page 1 Inthe Menu click ortap News The News page appears 2 Do one ormore of the following J onah Bank of Wyoming Mobile amp Tablet App Users Guide 164 o Read headlinesor the first part of any story on the newspage o Clickortap More to read the entire article at HOME Savings Saddle Up from 0 03 S MESSAGES Savi S ates gt National Cyber Security Awareness Month Update your contact details2 bugei F TRANSACTIONS We ME Cag National Cyber ey Month by Updating your RREN details when you Money Market Cowboy Up from 0 01 providing you with 31 days of security tips Today s tip Ensure you are move change email accounts or phone A COMMERCIAL running Antivirus software and keeping it up to date on all of your numbers is crucial to ensuring that your Pa systems For more detailed information visit personal information and alerts get forwarded SELT SLE ihi j o BRANCHES http www_jonahbank com default aspx v 0497218c 3e37 46
111. ick the file and click Open with In the Open With dialog select Quicken or QuickBooks The next time you download your history the program should launch automatically Formore information check the documentation for your desktop computer Can I see transactions from other users in my company Yes if yournghts pemit you to see the activity of the other users instead of just your own Whatis a Tracking ID The Tracking ID isa unique identifier foreach transaction that you create in online banking and the mobile banking app Itisa reliable way to reference a transaction Tracking IDsSappear in the transaction details on the Activity Center page When you use secure messagesto inquire aboutan account ora transaction the message automatically includes the tracking ID Activity Center page How is the Activity Center page different from the Account Details page The Activity Center page contains all transactions initiated in online banking and the mobile banking app except check deposits The Activity Center page doesnot include transactions that you make by other means such aSATM ordebit card transactions The Activity Center page also shows the status of each electronic transaction asit movesfroma drafted statusto approved then processed The Account Details page is a record of processed and cleared transactionsagainst your account from all sources The Account Details page does notinclude transactions that have been drafted approved
112. ine banking and the mobile banking app To change your Login ID 1 Inthe Menu click ortap Settings gt Secunty Preferences The Secunty Preferences page appears 2 Clickortap Change Login ID The Change Login ID tab appears Tip If the Change Login ID tab does not appear on the Securify Preferences page contact us to change your Login ID 3 Enterthe new ID in the New Login ID field 4 Clickortap Submit J onah Bank of Wyoming Mobile amp Tablet App Users Guide 171 Security Preferences change Passvord MEME isting Prac Security Preferences Type your desired new Login ID in the field below Change Login ID NEW LOGIN ID Login ID must be at least 1 characters long Login ID must be no more than 50 characters long Indicates required field Changing your phishing protection phrase When you configure a phishing protection phrase the phrase appears when you log in to online banking and the mobile banking app To change your phishing protection phrase 1 Inthe Menu click ortap Settings gt Secunty Preferences The Secunty Preferences page appears 2 Clickortap Phishing Phrase The Phishing Phrase tab appears Enter the phishing protection phrase in the My Phrase field 4 Clickortap Submit W Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 172 Security Preferences Change Password Change Login ID Phishing Protection Phrase My PHRASE super Dog Indicates r
113. ing orthrough the Mobile Apps please remember that for the full capability of Bill Pay offered through J onah Bank we recommend that you tap orclick on Advanced in the Bill Pay window and select Visit Bill Pay Site Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 52 CHAPTER 6 MANAGING TRANSACTIONS This chapter contains the following e Using transfers on page 53 e Viewing transactions on the Activity Center page on page 57 e Viewing E Statements on page 65 e Reordenng checks on page 6 7 e Creating a stop payment request on page 67 Using transfers You can use online banking and the mobile banking app to transfer funds between your accounts This section includes the following e Transfeming funds on page 53 e Viewing transfers on page 54 e Canceling a transfer on page 5 7 Transfemng funds You can transfer funds between accounts Note You can use the Add External Account option to transfer funds to or from an account at another financial institution See Setting up external accounts for transfers on page 52 for more information To transfer funds 1 Inthe Menu click ortap Transactions gt Funds Transfer The Funds Transfers page appears Funds Transfer FROM ACCOUNT Select From Account TO ACCOUNT Select To Account AMOUNT WE 5 22 2014 Ei Make this a recurring transaction MEMO Indicates required field J onah Bank of Wyoming Mobile
114. ing template and change the amount settlement date and descnption 2 None Cannot create a draft The transaction type doesnot appearin the New Payments list The Approve nghts for each transaction type include the following Approve nghts for transaction types Right KALLES OLN J Approve Approve a draft Q None Cannot approve a draft The Cancel nghts for each transaction type include the following Cancel nghts for transaction types Right KALLES OLN F Cancel Cancelan existing draftoran approved but i unprocessed transaction 2 None Cannotcancel The View nghtscontrol which transactionsare visible on the Payments page and the Activity Center page The nghts foreach transaction type include the following J onah Bank of Wyoming Mobile amp Tablet App Users Guide 85 View nghts for transaction types Right KALLES OLN S View All Can view activity by all users O View Own Can view own activity Cannot view C activity by any other users None Cannot view activity by any user This section includes the following e Transaction types on page 84 e Otherservices on page 84 Transaction types User rights control accessto transaction types Depending on youraccount configuration the available typescan include the following Transaction types Type Description ACH Payment Send fundsto a single recipient through the Automated Clearing House ACH system ACH Batch Send fundsto multiple recipients
115. ion type Note In addition to the limits on users we set approval limits for your Commercial account as a whole You cannot set an approval limit higher than the limits that we set for the account You can apply the following limits on each transaction type Transaction limits Limit Lmits a pproval by Per Transaction Amount Dollar amount for each transaction of the type Per Day Amount Dollaramount perday forall transactions of the type Per Month Amount Dollar amount per month forall transactions of the type Per Account Per Day Amount Dollaramount perday foreach account Per Day Count Number of transactions perday Per Month Count Number of transactions per month Per Account Per Day Number of transactions perday in each account J onah Bank of Wyoming Mobile amp Tablet App Users Guide 87 Rights to access features The Featurestab on the User Policy page lists the features assigned to a specific user The following example illustrates the Featurestab Featurestab example Pistol Pete User Policy Overview Features Accounts FEATURES RIGHTS Manage Templates Manage Users Manage Recipients Statement Image J Manage Subsidiaries LINK OUT Positive Pay sso Account Aggregation SSO CUSTOM FEATURES iPay Business Billpay Sub User J iPay Business Billpay Admin SYSTEM VALUES Form Add External Account Form Verify External Account Form Person To Person v Remote Deposit Capture
116. ipo DA ar rare tie cei nie et GW Accounts 3 Penman Chacking Budife sa Cheech ray oO Rainy Gey Savings lute SP crew Ori VWetcome tact John Smh A 8 ww ug Correct Balers Smartphone 0800 Verizon F 04 PR 7 0 rE ogo n oa Vieloome back John Smith Last login OGSO 2074 af 238 PM 5 Checking XK e Available Balance 54 92 rs Checking 2 meen ero Available Balance 16 38 Savings soe OS Available Balanos 0 10 Loc soc FE Available Galan 15 00 Online and Mobile App Users Guide 20 Home page elements Number Element 1 Menu 2 Account overview 3 Sidebar The Menu You can use the options in the Menu to change settings manage secure messages review online transactions search online transactions pay bills locate branches and ATMs view news and rates send stop payment requests and use other services The following items appearin the Menu Menu items Item Notes Home Messages Transactions Commercial Review account summaries in the Home page View reply and send secure messages Transfer funds pay bills and view statements and all activity Manage and complete commercial payments and positive pay Branches Find branches and ATMs News amp View news and rates Rates Services Check reorder access the mortgage center and free ATM locator Help Access the help documentation Settings Edit your profile display and alert preferences manage users enro
117. irect Fed Wire participant and cannot receive a wire transfervia the Fed Wire system Tax payment Is registration required to pay via the online banking system There isno registration requirement on our system To make Federal and or State tax payments you Should register or enroll in the Electronic Funds Transfer EFT program foreach tax authonty that you want to pay Payment via our online banking system doesnot enroll you with the Federal or state agency Some agencies will not accept electronic tax payments from unregistered parties User management Why is a new user unable to see any accounts When you create a user you must set the account ngNhts transaction nghts and limits forthe user Additionally Jonah Bank requiresdual approval fornew useractivation assucha CSR must initiate final approval for activation when we receive a system notification that a new userhasbeen created we will be in touch with you to activate the new user J onah Bank of Wyoming Mobile amp Tablet App Users Guide 189 if delete a user will it delete that users activity No it only removestheiraccessand nghtsto the online banking system All payments and templates that the usercreated remain asdo referencesto their online activity Can I edit user information No for secunty purosesyou can only add or remove usersand edit user nghts Userscan change their own profile information Login ID and password if they need to do so Support Should you
118. l associated accounts to the J onah Bank of Wyoming Mobile amp Tablet App Users Guide 112 recipient 9 Clickortap Create Recipient The new recipient appears in the Recipient Management page Editing a recipient If your user nghts allow it you can make changesto an existing recipient You can use the User Management page to edit a recipient You can also edit a recipient when you create a payment ortemplate When you make changesto a recipient the changesdo not affect existing transactions The changesdo affect any new payments or transfers To edit a recipient on the User Management page 1 Inthe Menu click ortap Commercial gt Recipients The Recipient Management page appears 2 Locate the recipient that you want to edit and click ortap the edit icon forthe recipient The Edit Recipient page appears 3 Do one ormore of the following e To edit contact information make any required changes on the Recipient Detail tab e To edit account information on the Edit Recipient page click or tap the tab forthe account that you want to edit Make any needed changesto the account data 4 Clickortap Save Recipient and then close the successful save message To edita recipient when you create a payment ortemplate 1 Onthe Recipients amp Accounts page in the new payment ornew template locate the recipient that you want to edit Payments Domestic Wire Subsidiary Account see Recipient amp Info amp User
119. le to attach to the message and click Open 4 When your reply iscomplete click ortap Send Deleting secure message threads After you have read the secure messages in a message thread you can delete the thread and all messagesin it You can delete a single thread multiple threads oral threads Message threads stay in the Inbox until you delete them O Caution When you delete athread the system permanently deletes it Make sure that you do not need the information in the message before you delete it To delete secure message threads 1 Inthe Menu clickortap Messages The Messages page appears 2 Do one of the following e In online banking click ortap Delete e Ontabletsand smartphonesclick ortap Inbox and click ortap Delete a Messages Reply The Delete Message pane appears Delete All Cancel w Jonah K9 Question about my account 7 3 2014 4 43 AM O Customer Service Security Alert Notification Valid Pas 7 3 2014 4 40 AM O Customer Service Security Alert Notification Valid Pas 7 3 2014 4 34 AM Customer Service Security Alert Notification Valid Pas 7 3 2014 4 33 AM J onah Bank of Wyoming Mobile amp Tablet App Users Guide 73 3 Onthe Delete Message pane do one of the following e Clickortap the check boxes forthe message threadsthat you want to delete e Clickortap Allto select all message threads 4 Clickortap Delete 5 When prompted click ortap Delete to venfy the d
120. lete a template You can mark any template that you can accessaSa favonte This section includes the following e Searching fora template on page 149 e Editing a template on page 149 Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 148 e Copying a template on page 150 e Deleting a template on page 150 e Marking a template asa favonte on page 150 Searching fora template You can use the Payments page to search fora template To search fora template 1 Inthe Menu click ortap Commercial gt Payments The Payments page appears 2 Onthe Payments page click ortap the Search field and enter your search text The templates that match the search text appearon the Payments page Filtering templates On the Payments page you can us a filterto show only templates of a particulartype To filter templates 1 Inthe Menu click ortap Commercial gt Payments The Payments page appears 2 Onthe Payments page in the Filter by Type drop down list click ortap one of the following e Allto show alltemplates e Any transaction type name Templates of the selected type appearon the Payments page Editing a template Ifyou have the Manage Templates feature assigned you can use the Payments page to edit any template If you have the Draft nght for a transaction type youcanedit any template that you created or that another user assigned to you When you edit a template existing payments based on the template do not change An
121. ll in eStatements and complete an address change Log Off Securely log off banking Footer Access links to our corporate site and social media Jonah Bank of Wyoming Online and Mobile App Users Guide 21 In online banking the Menu isalways available to the left of orabove the Account Overview Ona tablet ora smartphone the Menu doesnot alwaysappear Tap the Menu button or swipe from the left edge of the screen to show it Tap the Menu button again or swipe to the left edge of the screen to hide tt eee Verizon 4 04 PM To 50 Ht Menu oi Home VO me bac hn Sm La gin OG 3072014 at 3758 PM Accounts On the Home page the Accounts area lits every account whose history you can view Foreach account you can see the account name allor part of the account number and the balance If you configure nicknames for accounts in the Display Preferences page under settings the nicknamesappear Accounts example Accounts eo Personal Checking Available Balance 4 92 gt XXXXXXZ2499 5 Business Checking Available Balance 16 38 gt XXXXxX8 702 3 Rainy Day Savings Available Balance 0 10 gt XXxXxxx4099 O Line of Credit Available Balance 15 00 gt XXXXXX7641 SUMMARY METRICS Only deposit accounts are shown on this graph J onah Bank of Wyoming Online and Mobile App Users Guide 22 You candnil down into any account to see account detailsand up to 100 of the most recent transactions in the accou
122. locate the userthat you want to delete You can browse orsearch forthe user Click ortap the edit usericon The View Userpage appears 3 Clickortap Delete on the View User page View User FIRST NAME LAST HAME Pistol Pete E MAIL ADDRESS GSgough jonahbank com PHONE COUNTRY PHONE United States 307 251 6362 Login Name Channel Status Last Logon Ppete Internet Login Disabled Indicates required field lass Delete Assign Rights 4 Clickortap Yesto venfy the delete 5 Click ortap Close to the successful deletion message J onah Bank of Wyoming Mobile amp Tablet App Users Guide 108 CHAPTER 10 MANAGING RECIPIENTS AND SUBSIDIARIES This chapter contains the following e Managing recipients on page 109 e Managing subsidianes on page 116 Managing recipients On the Recipient Management page recipients appearascardsina grd orasitemsina list The gnd view and the list view include the display name recipient name number of associated accounts and email addressfor each recipient The following examples illustrate the appearance of the gnd view and the list view Example Recipient Management page gnd view Recipient Management Search Sort by Add Recipient Gough 0 accounts _ gmn Ggoughi y enahbank cam Me bourne 0 accounts FEX ormskhkh ney rh sor EOTkS CS Mickey Mouse cam h Example Recipient Management page list view
123. ment cycle you may not make more than SIX preauthorized transfers or withdrawals from your SAVINGS account Transter to sawimga FROM ACCOUNT TO ACCOUNT AMOUNT DATE fi2fe0i4 MEMO 2 On the Funds Transfer page do the following In the From Account drop down list select the account from which you want a to transfer funds In the To Account drop down list select the account to which you want to transfer funds In the Amount field enterthe amount to transfer and tap click save Click ortap the Date field and then select the date that you want the transfer to OCCU Optionally enter in memo text this is useful when searching for an item in the account details screen and tap click set J onah Bank of Wyoming Mobile amp Tablet App Users Guide 40 3 To create a recuming transfer do the following a Select the Make thisa recuming transfer check box The Schedule Recuming Transfer window appears Schedule Recurring Transaction How often should this transaction repeat 1st day of month Last day of month 1st and 15th Every Month Every Week Every 2nd Week Every Year When should this transaction stop b Select when the transfer should recur c Selecta date from the calendar for when the recuming transactions Should stop orclick tap Repeat Forever d Click tap Save 4 Click tap Transfer Funds a If you are required to entera Transaction Code to approve the fu
124. mp brand C H MA amp utm_campaign en amp utm_sourc e en ha na us sk amp utm_medium ha amp utm_term chrome Firefox 30 0 http www mozilla org en US firefox all J onah Bank of Wyoming Online and Mobile App Users Guide 12 Chapter 2 Getting Started Opening the mobile banking app To open the mobile banking app Locate the mobile banking app on your tablet or smartphone and tap it to open the app at Jonah Bank Signing In for the first time existing Online banking customer You can set up yourebanking accessfrom the mobile device of yourchoice tablet smartphone Once you have downloaded the application and have your user ID and password you are now ready to sign in 1 On your mobile device launch the application 2 To display the keyboard simply tap an entry field or use the device keyboard 3 Entera valid UserID and password and tap SIGN IN If you enter an incorrect password too many times we automatically block youraccount If youraccount is blocked contact usto unblock your account See Password tipsand recommendations on page 182 for tips for creating a secure password JONAH BANK OF WYOMING J onah Bank of Wyoming Online and Mobile App Users Guide 13 000 Varina a PM g Sm JONAH i gt BAM ER OF WYOMING Joias Note IF you wish to have your device remember the User ID for your next sign in select the Remember Me check box before signing in Note You can also accessrate
125. n Credential software on yourcomputer or mobile device Whenever possible you should configure phone and text delivery methods and leave email unconfigured Attackers can use viruses or other malicious activity to compromise youremail and view the Secure Access Code If you do not configure an email addressasa Secure Delivery Contact you can help prevent thistype of attack Note Depending on your security needs we may configure your account to use codes from Symantec Validation and ID Protection VIP Service Tokens If your account uses a token you enter the code from the token instead of a Secure Access Code You enter the code from the token every time that you log in If you have never used a particular browser or device to log in you may need to entera Secure Access Code to use it If the browser or device is one that you plan to use again you can register it By registenng a browserora device you confim that it is under your control and that you intend to use it to access online banking orthe mobile banking app J onah Bank of Wyoming Mobile amp Tablet App Users Guide 183 Tip Multiple users can register the same browser or device You register your browser or device again in the following circumstances e You use a different browser on your desktop e You delete and reinstall the mobile banking app e Yourbrowserdoesnot save browser cookies enabled e You clearexisting browser cookies e You rebuild orrestore your
126. n the example below on the individual transactionstab you will see a number indicating how many transactions are requinng approval 2 Browse orsearch forthe transactions that about which you want to send notifications Activity Center A Search transactions Search Favorites w Show Basic Totals Credits 0 0 00 Debits 0 0 00 T Status Type ID Amount Account Drafted ACH Collections Tracking ID 45059 Business Checking xxxxxx8702 7 5 2014 Drafted ACH Payments Tracking ID 45058 1 75 Business Checking xxxxxx8702 7 5 2014 Authorized Funds Transfer Tracking ID 45054 0 20 Personal Checking xxxxxx2499 7 2 2014 3 On the Activity Center page click ortap the transaction Additional details regarding the transaction are exposed including the total and the ability to review the amount to orfrom each recipient When the details appear click ortap Notify Users The Notify Users window appears Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 157 Individual Transactions Totals 0 00 a Credits 0 Status Recurring Transactions Debits 0 0 00 Type ID Amount Account Drafted ACH Collections Tracking ID 45059 Business Checking Xxxxxx6 r02 Fi5f2014 Tracking ID 45055 Created 07 05 2014 Total Payments 1 Created By Jonah K9 Description ACH COLLEC Will process On 07 16 2014 To Account XXXXXKE Effective 07 17 2014 ACH Class Code PPD ACH Header
127. nds transfer you will receive a pop message informing you to go to the Activity Centerto Approve the drafted Funds Transfer View In Activity Center b Ifyou do not require a transaction Authonzation Code forthe Funds Transfer you will see a Funds Transfer Success Screen you are all done at this point J onah Bank of Wyoming Mobile amp Tablet App Users Guide 41 Transaction 45054 is scheduled to process on 07 03 2014 From xxxxxx2499 To xxxxxx4099 Amount 0 20 Date 07 03 2014 Memo Funds Transfer via Tablet View In Activity Center 5 Click tap Close to set up another transfer orclick tap View in Activity Center to review the transfer 6 From the Funds Transfer Window you will also see that you have accessto view your pending funds transfers and processed fundstransfers from the sidebar Paying a bill using Quick Actions After you enroll in Bill Pay you can use Quick Actionsto pay a billto an existing payee enrolled You can click ortap Enroll in Bill Pay to enroll The procedure to enroll in Bill Pay vanes Note If Enroll in Bill Pay appearsin the Quick Actions you have not yet See Enrolling in billpay on page 45 for information about enrolling in bill pay See Adding a payee on page 4 7 for information about adding a new payee To paya bill using Quick Actions 1 Inthe Quick Actions box click ortap View All Bills Now The Bill Payment page appears 2 On the Bill Payment page
128. ngesto the subsidiary Any changesare permanent and affect all users Payment processing times When you create a payment you specify the effective date of the payment Your payment is processed to meet the effective date that you specify You cannot schedule a payment to processon a holiday or weekend If you create a recumng payment and a recuming instance fallson a non processing day we automatically move that instance to an J onah Bank of Wyoming Mobile amp Tablet App Users Guide 95 adjacent processing day Depending on the type of transaction and the type of non processing day we may move to either the next processing day orthe previous processing day Contact us for additional information Money isdebited from your account on the processing date forthe following payment types e ACH Payment e ACH Batch e Domestic Wire Transfer e Intemational Wire Transfer e Tax Payment Money iscredited to youraccount on the effective date forthe following payment types e ACH Receipt e ACHCollection The following table outlines the typical processing times for each transaction type Contact usfordetailed information about processing dates Transaction type processing window Transaction Type Process date ACH Payment 2 days before ACH Receipt 1 day before ACH Batch 2 days before ACH Collection 1 day before Domestic Wire Same day Intemational Wire Same day Tax Payment 1 day before J onah Bank of Wyoming Mobile amp Tablet
129. nsactions gt Statements The Please venfy ability to view PDF documents page appears J onah Bank of Wyoming Mobile amp Tablet App Users Guide 66 Transactions Please verify ability to view PDF documents To verify that you are able to see a PDF click the Show PDF button You will be shown a PDF document with a code Copy that code into the input below and click Verify to continue VERIFICATION CODE Show PDF Indicates required field can t see a PDF Verify 2 Click ortap Show PDF If yourbrowser or device configuration pemnits it a new page appears displaying the PDF 3 Do one of the following e Ifthe PDF appears enter the venfication code from the PDF in the Venfication Code field and click ortap Venfy The Statements page appears e Ifthe PDF doesnot appear click ortap Ican t se a PDFand an enor message appears Click ortap OK to retum to the Home page If you cannot view the PDF venty that you have the appropnate software installed Reordenng checks You can use the Check Reorder page to repeat your most recent check order Youcan only submit a reorder request forone account ata time To make changesto the style layout delivery method or the check information contact us The procedure to reorder checks may vary To reorder checks 1 Inthe Menu click ortap Transactions gt Check Reorder The Check Reorder page appears 2 Do the following a Clickortap the account to include in t
130. nt Account Details page example Ledger Balance Last Deposit Amount Available Balance Last Statement Date Current Balance As Of Date Last Deposit Date Sweep Balance amp Search description Subtotal Credits 304 26 Debits 295 90 Export Date Description Amount Balance 2 12 14 Testing memo addendum 0 10 4 92 The Sidebar The Sidebar includes some orall of the following e Quick Actions e OurFacebook feed e Other information from us Ona tablet ora smartphone the Sdebardoesnot always appear To view the Sidebar in the mobile banking app e Do one ofthe following o Tap Sidebaron any page o Swipe from the nght edge of the screen To hide the Sidebar in the mobile banking app e Do one of the following o While the Sidebaris visible on any page tap Sidebar o Swipe to the nght edge of the screen Jonah Bank of Wyoming Online and Mobile App Users Guide 23 e600 Verizon Menu Welcome back John Smith Last login 06 30 2014 at 3 6 8 Checking XXXXXX2499 9 Checking XXXXxx8702 O Savings XXXxxx4099 O LOC XXXXXX7841 000 Verizon LTE 12 51 PM 4 100 Gms 4 04 PM 1 50 W gt r Money Now Home A Commercial Iransactions os f It s Super day in Cheyenne What makes today so Super for you Awesome to see Channel 5 news interviewing Kathy Alexander Jonah Bank Mortgage The Comea Shelter s Journey Home festival is Availa
131. ntact addressin the E Mail Address field Click or tap Save e Clickortap Add Phone and select the country forthe phone from the e Country drop down list Enterthe phone number in the Phone Number field Click ortap Save J onah Bank of Wyoming Mobile amp Tablet App Users Guide 175 Mobile Authorizations Enter your desired Mobile Authorization Code and choose the transaction types for which you agree to be an eligible approver Your Mobile Authorization preferences have been updated MOBILE AUTHORIZATION CODE ENROLLMENT Choose eligible transaction types Your code should be numeric and exactly 4 digits in length Add E mail Add Phone FUNDS TRANSFER 7 6362 x WIRE TRANSFER Lu jonahbank com Select All Clear All ACH PAYMENTS Indicates required field ACH SINGLE RECEIPT PAYROLL ACH SINGLE PAYMENT ACH COLLECTIONS 5 Onthe Mobile Authonzations page click ortap Submit Configunng text banking You can use text banking to send text SMS message from your mobile phone orother Supported device to get account information or to perfom transfers This section includes the following Enrolling in text banking on page 176 Configuring account preferences fortext banking on page 177 Using text banking on page 178 Updating text banking preferences on page 179 Enrolling in text banking You use the Text Enrollment page to enroll in text banking To enroll in text banking 1 Inthe Menu click
132. ntered Text with this symbol indicates to take note Notes provide information that emphasizes or supplements the main text orthat refers to special Situa tions Text with this symbol indicates a tip Tips may provide information for an alternate method of performing a particular process or solving a problem Text with this symbol indicatesa caution Cautions advise Users of situations that are cntical orthat could result in a loss of data Online and Mobile App Users Guide or system insta bility About the Unified Banking Expenence The Unified User Expenence UUX in online banking and the mobile banking app provides you the same account management expenence on your desktop tablet and smartphone The interface and features are consistent and intuitive This consistency makes managing your information simpler and faster You can perfom the same tasks no matter which device you choose no matter where you are The graphic below shows the UUX on a desktop a tablet and a smartphone Menah Bank OM yemay OAA vaa amp C fi amp Jonah Bank of Wyoming US hnpsy securejonahbankcom Ml JONAH gt BANK OF WYOMING Hou Accounts SP ul SSACES 8 Personal Checking FACTBOOK B O Business Checking Ais mit ORNO DaB 7O i mappy Detdey to Mene mou Casper West otica For af the super hero deda out ere hove a reat Fathers Cay Fort mace gost hatory oa cur Map check out Creat Gey tet De 2014 MA Far sum
133. ntoso payment 7 AGH CLASS CODE Individual PPD TOTAL AMOUNT RECIPIENTS 32 00 1 EFFECTIVE DATE THe2014 RECURRENCE Every month on the 1st amp 15th of the month 15 The optionsavailable on the Review amp Submit tab vary depending on your user nghts Do one of the following e Click ortap Save to save a new template orchangesto an existing template This makes the template available for future use under Payments e Clickortap Approve to approve the payment Note if transaction codesare required you willbe prompted to navigate to the Activity Centerto Approve your transaction Also if you use Dual Approval you will need to use the notify option in the Activity center forthe transaction you just drafted e Clickortap Draft to draft the payment Creating a multi recipient payment ortemplate The following transaction types include multiple recipients e ACH Batch e ACH Collection You can include one or more accountsforeach recipient in the payment ortemplate If you add more than one account the payment includesa separate transaction foreach account When you create a multi recipient payment you can add recipientsand amounts manually You can also import a file to create a payment See Using imported files with an ACH Batch or ACH Collection on page 132 for more information To create a multi recipient payment ortemplate 1 Inthe Menu click ortap Commercial gt Payments The Payments page appears J
134. octianarvssaronciancied e iEn R EAEE Eor Ei AA EENE 60 VIEWING mansa CLOT C CCA INS euroen e E E E 63 Canceling pending tANSACTIONS cccccccccsssseecececeeenaesseeeceeeeeeeueeaseeeeeeeeeseeuseeeeeeeeeessaanssseeeeeeees 64 ADDIO VINO Mansa C ONS serrer R 64 Copying a transaction ccccccccccccsssssseceeeeeceeesseeeeeeeeeesnausseeeeeeeeesaaesaeeeeeeeseseaeaseeeeeeeesssaggsseeeeeeeees 64 Sending a message abouta CANSACTION cssssecceeeeceeeeessseeeenceeeeeuseeeeeeseeseeeaasseeeeeeeessenaasgess 65 VIEWING E taten US enn E Ea ERS 65 J onah Bank of Wyoming Online and Mobile App Users Guide 3 Re ORG CHING CE CG ercan E E E E 67 Creating a SLOP payment equest ccccccccsssssssseeeeeceeeeeeessseeeeeeeeeeeessseeeeeseeesseeasseeeeeeeessnsaageeseneeees 6 7 CHAPTER 7 MANAGING MESSAGESAND ALERTS 69 MANAGING secure MESSAGEG cccccccccccsssssseeeeeeeeceeeeussceeeeeeseeeauseseeeesesseeeesaseeeeeseesessaaeeeeeeeessnseaggseess 69 creating a SSC Ue MESAGE arrid e a i arad i N 69 Reading a secure MESSAGE cccccccccccsssssseceeeccceeeeusseeeeeeeeeaessgeeceeeeeeeeeassseeeeeeeesseseaaseeeesessssggageeess 71 Replying to A secure MESSAGE cccccccsssssssseceeeeeceeeessseeceeeeeeensuseeceeeeeeeeeaasaseeeeeeesseneaaseeeeeesssaggagaeess 72 Deleting secure message MNICAS cccceccccccccesssssseeeeeeeeeeeeeueeeeeeeeeeaaessuceeeeessaaaaaseeeeeeeesssaagasegs 73 YE OG ale a EE E E E E E E 74 CICA TAG lt m Ae ee E A E E 74 eja ERE
135. ollowing e Viewing a payment on page 155 e Canceling a payment on page 156 Viewing a payment You Can view orsearch foran existing pending or processed payment on the following pages e Payments e Activity Center The Activity Center page may include additional details about a payment To view a payment on the Payments page 1 Inthe Menu click ortap Commercial gt Payments The Payments page appears 2 The Search transactions area night hand railon screen On a smartphone you need to tap on Activity on the top nght to reveal the pending and processed nght hand rail lists all of the pending and processed payments Do one of the following e Click ortap Pending to browse the pending payments e Click ortap Processed to browse the processed payments e Click ortap in the Search transactions field and enter your search text The search resultsappearon the Payments page Note you cannot search the addenda information here use the activity centerto search foraddenda info J onah Bank of Wyoming Mobile amp Tablet App Users Guide 155 Verizon UTE 6 36 AM 7 O oka Grid Payments J ramms Search Filter by Type New Template Fiter by Type ee iiini Tablet Available Templates Funds Transfer Funds Transfer via hella e dents Personal Checking Authorized Tablet 0 50 Template Name Transaction Type Last Payment Amount Last Payment Date a B re Wi ML tne TUL 2 Drafted 45053 a lene a a T E mes in Personal
136. om one account to another A list of all available text banking commands A list of contact points for information about text banking Thismay include the website address phone number or other information Disables text banking You can also use the settings in online banking and the mobile banking app to enable and disable text banking Updating text banking preferences You can use the Text Enrollment page to update your text number or to disable text banking To update the text banking number 1 Inthe Menu click ortap Settings gt Text Enrollment The Text Enrollment page appears 2 Enterthe new numberthat you want to enable fortext banking in the SMS Text Number field 3 Clickortap Save J onah Bank of Wyoming Mobile amp Tablet App Users Guide 179 To disable text banking 1 Inthe Menu click ortap Settings gt Text Enrollment The Text Enrollment page appears 2 Clickortap Off 3 Clickortap Save Configunng statement delivery settings You can configure statement delivery options for your accounts or review the E Statement Delivery Agreement on the Statement Delivery page Note E Statement delivery settings can vary To configure the statement delivery method 1 Inthe Menu click ortap Settings gt eStatement Sign Up The Statement Delivery page appears Statement Delivery Account Delivery Type Address Ch ecking F Siaemeni hban k com P 57 amie _org Truck F Staement hbank cam P
137. on ID The intemal tracking number that uniquely identifies the transaction Recumng Instance The transaction recurrence To search fora transaction using the search Box 1 Inthe Menu click ortap Transactions gt Activity Center The Activity Center page appears 2 Clickortap the Search transactions field use the microphone button Y your device to J onah Bank of Wyoming Mobile amp Tablet App Users Guide 60 use text to speech asshown below Activity Center Individual Transactions Recurring Transactions 3 Inthe Search transactions field enter your search text 4 Clickortap Search The results list includesall matching payments and transfers To search with Basic search 1 Inthe Menu click ortap Transactions gt Activity Center The Activity Center page appears 2 Click ortap Show Basic The Basic search options appear Activity Center Type All Status All Account All Date All v Search Morew Favorites Show Advanced 3 Onthe Basic Search pane use the drop down liststo specify the values to include in the search J onah Bank of Wyoming Mobile amp Tablet App Users Guide 61 Tip The most common search fields appear in the Basic Search pane Click or tap the More drop down list then select the check boxto add an additional search field 4 Clickortap Search 5 Inthe search results click ortap ona transaction for additional details The results of a Basic search include transactions that mat
138. opportunity to register your device By registenng your device the next time you log into our Mobile App you will not be requested fora Secure Access Code Our recommendation would be to not register your device but it is your choice 7 The last phase of the login process for the first time isthe interstitial page Thisisa page that Is shown while your account information is being retneved J onah Bank of Wyoming Online and Mobile App Users Guide 15 JONAH BANK OF WYOMING The power to bank anytime anywhere on any device Find ATMs and branches closest to you First Time Login for New Users of Online Banking or Mobile Banking If you are a first time userora new user additional steps must be completed before gaining access to youraccountsand application functionality To sign in for the first time 1 On your mobile device launch the application 2 To display the keyboard simply tap an entry field or use the device keyboard 3 Tap on lama new user pnorto entering a usemame ONIN E70 OF WYOMING J onah Bank of Wyoming Online and Mobile App Users Guide 16 Enter the UserName provided by Jonah Bank and tap submit JONAH 4 BANK OF WYOMING johnsmith 4 Youare prompted to requesta Secure Access Code select your choice of delivery JONAH4BANK OF WYOMING Please select a target already have a Secure Access Code Phone to xxx xxx 6362 SMS xxx xxx 6362 5 Enterthe code
139. ould plan the same amount of time you would if you were mailing a check What if I do nothave an account number at the payee or if the payee isa person nota company You can enter N A or Not Applicable in the Account Number field Sending a check IfI create a future dated check when will the check be processed and effective If you create a future dated check the check will be processed on the Processing Date The date that the check amves at your recipient saddressisdependent on the US mail system Is the description I enter online printed on the check No The descnption helps you to identify the transaction in online banking and the mobile banking app The description isnot pnnted on the check J onah Bank of Wyoming Mobile amp Tablet App Users Guide 188 Commercial accounts This section includes frequently asked questions for Commercial accounts Payments and templates How can send a pre note to a new account You can use a payment to send a pre note to an account To send a pre note to a newly established recipient send a zero dollar ACH transaction to the recipient account The pre note helps confirm the validity of a routing number and account at the receiving financial institution without any movement of fundstaking place Wire transfers When might I use an Intermediary Financial Institution You may need to use an intermediary financial institution fthe financial institution for the beneficiary Is not a d
140. ouremployment Keep note that when we remove your browser registration we remove it forall registered devicesand browsersat once Messagesand alerts This section includes frequently asked questions about using messagesand alerts Secure messages Are the content of my message and any attachments sent securely Yes the transport of your message is SSL encrypted and is never sent through public unsecured communication channels like email communication J onah Bank of Wyoming Mobile amp Tablet App Users Guide 185 Alerts When are alerts delivered Secure message and email alerts are sent when transaction processing completes Phone and text message alerts are sent at the next available time you specified forthe alert Are transaction based alerts real time Yesand No Alerts configured for when a particulartype of transaction occurs for example funds transfer ACH Wire or Payroll occursare sent in real time Forall other non online banking or mobile banking initiated transactions Alerts are triggered at processing time each day Forexample if an alert istnggered dunng the day on Monday the alert isgenerated dunng the processing cycle Monday night We send secure message and email alerts when the processing cycle finishes Phone and text message alerts are sent at the time you selected on Tuesday What if I do not receive a phone or email alert If you missan alert via phone call the alert system leavesa message On voice mall
141. ove the subsidiaries that we create for you Subsidiary information ina payment ora template When you create a new payment ortemplate subsidianesappear in the Subsidiary page ascardsina gnd orasitemsin a list The following examples illustrate both a card in the gnd view and the list view Example subsidiary card in payments and templates Subsidiary Management A Search Sort by Add Subsidiary ACME Widgets Contoso Wing Tip Toys Wire amp ACH Wire amp ACH Wire amp ACH Widgets Accounts Contoso Accounts Wing Tip Account 9876543210 g5 5555555555 g 0123456789 g J onah Bank of Wyoming Mobile amp Tablet App Users Guide 94 Example subsidiary list view in payments and templates Subsidiary Management a Uist Search Add Subsidiary Name Wire ACH Tax ID ACME Widgets Fed Wire amp ACH 9876543210 Contoso Fed Wire amp ACH 99555005000 Wing Tip Toys P Wire amp ACH 0123456789 Each view includes the following Card recipient information in payments and templates Item Note Name The name of the subsidiary Valid payment types The information required fora subsidiary vanes depending on the type of payment You can only include a subsidiary ina payment or a template if the subsidiary includesthe required information for the payment type Tax ID The Tax ID of the subsidiary Edit subsidiary 7 Appears if you have the Manage Subsidianes feature assigned Click ortap to make cha
142. r Tracking ID 44980 50 00 5 23 2014 Authorized Funds Transfer Tracking ID 44978 50 00 5 23 2014 Authorized Funds Transfer Tracking ID 44921 50 00 4 18 2014 J onah Bank of Wyoming Mobile amp Tablet App Users Guide 58 you create the transaction Tip You can also view transaction details on the page where On the Activity Center page all scheduled recumng transactions appear on the Recuming Transactionstab You can use the Recuming Transactionstab to view orcancel the recumng senes The Individual Transactionstab includestransactionsthat do not recur and any recuning transaction due in the next 7 calendar days You can use the Individual Transactions tab to view or cancel a specific tansaction in a recuning senes When you have pending approvals waiting the number of pending approvalsappearson the tabs Activity Center page tabs with number of pending approvals Individual Transactions 3 Recurring Transactions This section includes the following e Sorting transactions on page 59 e Searching fora transaction on page 60 e Viewing transaction details on page 63 e Canceling pending transactions on page 64 e Approving transactions on page 64 e Copying a transaction on page 64 e Sending a message abouta transaction on page 65 Sorting transactions On the Activity Center page the column headings indicate the sort order The column used to sort includes a tnangle icon The direction of the tn
143. required information vanes A subsidiary must have valid information for at least one payment type The required information foreach payment type includes J onah Bank of Wyoming Mobile amp Tablet App Users Guide 117 Required subsidiary fields Payment type Required fields ACH ACH Header Tax ID Wire transfer Wire Header Address To add a subsidiary 1 Inthe Menu click ortap Commercial gt Subsidianes The Subsidiary Management page appears 2 Onthe Subsidiary Management page click ortap Add Subsidiary The Add Subsidiary page appears Subsidiaries Add Subsidi ary NAME COUNTRY United States PAYMENT TYPES ADDRESS 17 ACH Wire AGH HEADER ADDRESS 2 TAX ID GITY WIRE HEADER STATE Select State T POSTAL CODE Indicates required field Create Subsidiary J onah Bank of Wyoming Mobile amp Tablet App Users Guide 118 3 Onthe Add Subsidiary page do the following a Entera name forthe subsidiary in the Name field b Inthe Payment Types clickor tap one ofthe following to select the payment typesin which you will include the subsidiary e ACH amp Wire e ACH e Wire Tip The required fields in the Add Subsidiary page vary depending on the payment types that you select Enterthe ACH header to use in the ACH Header field if required Enterthe tax ID numberto use in the Tax ID field if required Enterthe wire headerto use in the Wire Header field i
144. roce Sino UME essari cpeanessuvvnnderinsteduanianaaianstedesgrina iets ainaapeneteuatek 95 CHAPTER 9 MANAGING USERS 97 Adding a USEF ANA configunng NONKS cccccccccsssssseeeeeeeeeeeeeeseeeeeeeeeesuesseseseeseesssaeaaseeeeeeeessagaeeess 97 VIC WINGS XISEI USCIS ssni E EE EAE E E AAN EAE ASA 101 EG EAC USTNI e E E E E E aER EN 102 J onah Bank of Wyoming Online and Mobile App Users Guide 4 Configuring nghts and limits for tra nsa ction typeS ccsscecccececeesssssseeeeeeeeeeeeeeseeeeeeeeseaaaaseeess 102 Configur ng feature OPTIONS viniciisticcssnisiveinaiinssnsisscremaitsontiniermadaiibnnriivermdaddtbonieetandiianiieen 105 COMNOUNNG account QC CSS ade ctectctcitinsn a AAi 107 BE SENG Ee A S e E ges iieanteseniansarnea EE E E E A E E E E 108 CHAPTER 10 MANAGING RECIPIENTS AND SUBSIDIARIES Tad E E E A adiaenlnanel E A E E aienerinuniaastaaniiaiaanien 109 Managing We C10 OTIS ee E O E E E EEI AE 109 Searc NNG Ora OCI ONE erra NE E 110 Adding a recipient ccaicscactesae toreuntuise eatessyaueisotanseetnetatetatveatspeaaetagensesdtpeetnasati TANAN Ena ENEN NE CENA ETATEN Nean 110 EG IEG a O CID NE A E A A E 113 Viewing the templates associated with a recipient ss ssesesssrrrrrreeessrrrrrrresssrrnrrrrreessenn 114 Deleting a FECIPIONL cccccccsssssseeeeececeeeeessseeeeeeceeeessseeeeeeeeseeeesusaeeeeeseeseseegseeeeeessesegageeeeeesenseneggs 116 MIONO IIa E E E 116 Searching fora SUDSIGDIANY ccccccccssssssseee
145. rom the template and change only the date amount and description e Create a payment from the template and change any field e Editthe template and save the changes for all users User management overview Every user hasan individual set of usernghts including e Rightsto create payments and templates of specific transaction types e Limitson the transactionsthe usercan approve e Rightsto accessspecific accounts e Rightsto featuresin online banking and the mobile banking app J onah Bank of Wyoming Mobile amp Tablet App Users Guide 80 These nghts control what each usercan do in online banking and the mobile banking app You plan these nghtsto give usersthe pemissions that they need to perom their jobs but only those pemnissions The usernghts that you create for your business are driven by your needs The following table includes example user nghts definitions User rights examples SURGES Owners Employees Transaction and feature rights for struc ture individuals Sole 1 5 Owner Draft and approve propnetorship vendor payments and invoices Manage users Backup Draft restncted for vendor payments and Invoices Partnership 2 20 Owner 1 Draft vendor payments and invoices Manage users Owner 2 Approve vendor payments and invoices Manage users Office manager Draft resticted for vendor payments and invoices Small or Multiple 200 Directors Manage templates medium Approve payments business Manage us
146. rs Guide 111 Recipients Recipient Detail Account New Account Detail ACCOUNT TYPE Account Type T ACCOUNT ROUTING 7 Indicates required field Add Recipient Beneficiary NAME COUNTRY United States ADDRESS i ADDRESS 2 CITY STATE Select State POSTAL CODE Add Account Intermediary MAME COUNTRY United States ABA ADDRESS 1 ADDRESS 2 CITY STATE Select State POSTAL CODE Cancel Create Recipient 5 Inthe Account Detail area do the following a From the Account Type drop down list select Checking or Savings b Enterthe account number inthe Account field c Enterthe routing number in the Routing field You must entera valid routing number 6 Optional If you plan to use the account with wire transfers do the following in the Beneficiary area a Enterthe Name b From the Country drop down list select the country c Enterthe postal address information 7 Optional If you plan to use the account with wire transfers and the beneficiary financial institution requiresan intermediary financial institution do the following in the Intermediary area a Enterthe Name b From the Country drop down ist select the country c Ifthe country is United States enterthe ABA number If the country is not the United States enterthe IBAN or SWIFT BIC numbers d Enterthe postal address information 8 Optional Repeat Steps 4 through 7 to add additiona
147. rteyonahbank cam Cancel OK You will now see both payments in the Recipients amp Amounts window J onah Bank of Wyoming Mobile amp Tablet App Users Guide 130 Name Account Pay Notify Amount Addendum Mickey Mouse roa i 2 i O Pistol Pete 257 4 ir 10 In the Recipients amp Amounts page click ortap Next orclick ortap on the subsidiaries tab If your configuration requires subsidia nes the Subsidiary page appears 11 Optional Click ortap the subsidiary to use and then click ortap Next orclickortap on the Accountstab 12 The Account page appears 13 On the Account page select the check box forthe account to use and click or tap Next orclick and tap on the Review and Submit tab The Review amp Submit page appears Payments ACH Batch Review amp Recipient amp Info amp Users Amount Subsidiary Account Submit TEMPLATE NAME ACH Payments lt gt Delete Template ACH CLASS CODE Individual PPD TOTAL AMOUNT RECIPIENTS FROM ACCOUNT 5 00 2 Business Checking sooomxd 702 EFFECTIVE DATE Select Date RECURRENCE Hone Selected Recipients Gri Avooo unt ay Motify Amount Addendum Mickey Mouse TUZ Yes Yes 2 00 Mickey Mouse 499 Yes Yes 3 00 Indicates required field J onah Bank of Wyoming Mobile amp Tablet App Users Guide 131 14 Clickortap the Effective Date field and click ortap the date to processthe payment ort
148. s Amount TEMPLATE MAME Wire gir Delete Template Add Recipient Account Notify Amount Message to Beneficiary Mickey Mouse 12002499 F 1 000 Wires Cancel J onah Bank of Wyoming Mobile amp Tablet App Users Guide 113 2 Tap the recipient detail icon to the nght of the recipient 3 Clickortap the edit icon or Edit Recipient button forthe recipient The Edit Recipient page appears Payments Domestic Wire Subsidiary Aero pebbled Recipient amp i Info amp Users Amount TEMPLATE NAME Wire fe Delete Template Edit Recipient Select Account Mickey Mouse Hickey Mouse Account Type Account Beneficiary intermediary Checking 12002499 Jonah Bank of Wyoming Supportayonahbank com Do one ormore of the following e To edit contact information make any required changes on the Recipient Detail tab e To edit account information on the Edit Recipient page click ortap the tab forthe account that you want to edit Make any needed changesto the account data 5 Click ortap Save Recipient and continue creating the payment ortemplate Viewing the templates associated with a recipient If you are assigned the Manage Recipients feature you can use the Edit Recipient page to view all of the templates associated with a particularaccount The account tab on the Edit Recipient page lists all of the templates that include the account If you have the Manage Templates feature assigne
149. s contact us or locate branchesand AT locations prior to signing in to the application 4 lf thisisthe first time you have logged into Mobile Banking you will be prompted to register your device using our Multi factor Authentication system Your first step willbe to select one of the contact options that we have on file for youraccount to receive a Secure Access Code SAC Within seconds you will receive your SAC to enter before continuing the sign in process See Registenng a device on page 173 for more information about registering a browser ordevice 6500 Verizon LTE 4 18 PM 73 ith ee ONAH4 BANK OF WYOMING JONAH gt BANK Please select a target Please select a target already have a Secure Access Code Phone to ziad xxx 9597 Phone to xxx xxx 6362 SMS xxx xxx 7300 SMS xxx xxx 6362 Phone to xxx xxx 7300 J onah Bank of Wyoming Online and Mobile App Users Guide 14 Note Depending on your security needs we may configure your account to use Symantec Validation and ID Protection VIP Service Tokens If your account uses a token you enter the code from the token instead of a Secure Access Code every time you log in 5 Enterthe code you received and tap Submitto complete the Sign In process JONAH BANK OF WYOMING Note Navigation proceduresmay vary slightly depending on your mobile device 6 Following successful entry of your Secure Access Code you will provided an
150. s Transfers page 1 Inthe Menu click ortap Transactions gt Funds Transfer The Funds Transfers page appears 2 The Search transactions area lists all of the pending and processed transfers Do one of the following e Click ortap Pending to browse the transfers that have not yet processed 2 J onah Bank of Wyoming Mobile amp Tablet App Users Guide 54 below e Click ortap Processed to browse the transfers that have been processed 2 below e Click ortap in the Search transactions field 1 below and enter your search text You can search forthe processdate amount transaction ID orthe user who created the transfer The search results appear below the search field As with other search boxes throughout the App you can tap on the microphone icon and use speech to text to enter your search query 3 below iPad gt 2 11PM 7 3AL4 JONAH BANK OF WYOMING Note During any statement cycle you may not make more than SIX preauthorized transfers or withdrawals from your SAVINGS account Funds Transfer Galen Gough 45019 FROM ACCOUNT t Savings xxxxxx9451 50 00 06 10 Standard Payment Galen Gough 45012 Sydney Gough TO ACCOUNT 14 44980 Truck vyvyyy JIRI Custom Interest and Princinal 2123 3 After you locate a transfer click ortap it for more details 4 Optional On the transfer details page click ortap View in Activity Center The Activity Center page appears
151. sagesand alerts e Find branchesand AIMs e View newsand rates e Configure preferences For Commercial customers the guide tells you how to do the following e Manage multiple users e Create and edit payment recipients e Create and use subsidianes e Create and edit the following payment and template types Domestic Wire Transfers Intemational Wire Transfers ACH Payments ACH Receipts ACH Batches ACH Collections Tax Payments O O O O O J onah Bank of Wyoming Online and Mobile App Users Guide 8 Document conventions Unless otherwise noted the following conventions are used Bold Italic Monospaced J onah Bank of Wyoming Document conventions Bold words include attnbutes menu names dialog box names commands operators options button names and statements Italicized words include new or emphasized terms and Variables for which you must supply an appropriate value as in a file name Words enclosed in quotations include Jonah Bank document titles and crossreferencesto related information that may prove helpful Words appearing in a monospaced font represent code examples system information and words you enter such as command syntax Square brackets enclose optional information asin log_ name A pair of angle brackets enclose labels tags and A single angle bracket separates menu optionsin a single procedure Forexample File gt Open The vertical bar pipe indicates choices that may be e
152. scending and descending Exporting transaction records Within Online Banking exporting on a mobile device iscurently not supported you can export transactions from the Account Details page to a file format that you select Note Contact us for information about supported versions of Quicken and QuickBooks Note Currently you can only export in online banking To export transactions from the Account Details view 1 Onthe Account Details page click Export 2 Inthe Export drop down list click one of the following export formats e Spreadsheet XLS e Spreadsheet CSV e Microsoft OFX OFX e Quicken QFX e QuickBooks QBO J onah Bank of Wyoming Online and Mobile App Users Guide 36 3 Depending on your browser settings one of the following happens e If yourbrowser automatically savesfilesto a folder the file issaved in that folder Open the folderto view the exported file e If yourbrowser isconfigured to prompt forthe folder for downloaded files you are prompted to specify the location to save the exported file In the exported file the transactions appear in the current sort orderon the Account Details page Viewing transaction detailsand check images You can view the details of any transaction in an account and any associated check images To view transaction details e Onthe Account Details page click ortap the transaction Click ortap the transaction again to hide the details To view Check Images e On
153. seeeeeeeeseeeausaeeeeesesseagaaseeeeesessengaasseseeeeessengags 149 CHENG et STD let Be e E ue ivseainanteosedunie EE EE 149 J onah Bank of Wyoming Online and Mobile App Users Guide 5 COPYN A EMDI 2 en E eee eee eee 150 PS SUC a template ap tartrciactaranedepenatrehicuransateeueigntvannd pouemdsdattawndepeeimelawitenasuteaiaaienmtontemadidasantabnes 150 Marking a template asa favonte ceeecceccccceccssesseeeeeeeeeeeeeseseeeeeeeseeeessseeeeeeeseeaaaeeeeeeeessesaggs 150 Creating a PayMent foma template ce eeesecceeccceesssssseeeeceeeesessseeeeeeseseeseagsseeeeeseeseeeaaseeeeeeees 150 VIEWING OF CANCEIING A payment cccssecccccccccssssseeeeeeeeeeeuseeeceeeeeeeeeessseeeeeeeeesuaaaeeeeeeeeessaaageeess 155 VIW a PANE ra AT E A E rusian aetna 155 Canceling a PAYMENL cccccccccccessssseeceececceessseeeeeeceeeueeessseeeeeeeeeseeeuseeeeseeseeeagaaeeeeeeeessesgageeess 156 Sending notifications TO AP POVENG eeecccccccccsssssseeeeeceeeeeeeseceeeeseeneassseeeeeseeseseegaseeseeeesssansaeeeeeesees 157 AD DIOVING De VNC aseos E TEER 159 CHAPTER 12 FINDING BRANCHES OR A IMS AND VIEWING NEWS cssssssssussssssessessussssssssssssssssssssusssssssssssssssanseeeese 163 ANADO a ONEN OR A TIN ee E E E E ime tadeustanen 163 Viewing NEWS OF LFATCS 2 cccccccssssssseeeeeeccceeeeussceeeceeeeeeuseceeeeeeeeeeasseeeeeeseeeeauseeeeeesessenaagaeeeeeesesseneggageess 164 CHAPTER 13 CONFIGURING SE ING S 166 GGA VOU OG n ered aeiaen
154. shing protection phrase on page 172 Configuring a challenge code on page 173 Configuring secure delivery contact information on page 173 Changing your password You can change your account password for online banking and the mobile banking app The password isthe same for both See Password tipSand recommendations on page 182 fortipsto select a secure password To change your account password 1 Inthe Menu click ortap Settings gt Secunty Preferences The Secunty Preferences page appears Clickortap Change Password Enter your exising password in the Old Password field Enter your new password in the New Password field Re enter the new password in the Confirm New Password field Click ortap Change Password to submit the change nUuUBWN J onah Bank of Wyoming Mobile amp Tablet App Users Guide 170 Security Preferences change Password Change Login ID Phishing Phrase Change Password OLD PASSWORD The New Password and Confirm New Password fields must match Password must be at least 6 characters long NEW PASSWORD Password can be no more than 24 characters long Password must contain a minimum of 1 numbers Password must contain a minimum of 1 lower case characters CONFIRM NEW PASSWORD Password must contain a minimum of 1 upper case characters Indicates required field Change Password Changing your Login ID You can change your Login ID You use the same Login ID for both onl
155. sidiary to use and click ortap Next orclick ortap on the Accountstab The Account page appears 7 Onthe Account page select the tap Next orclick ortap on the Re page appears Payments ACH Payment Recipient amp E T aera ra Review amp Info amp Users ppur subsidiary Account Submit TEMPLATE NAME Contoso payment 4 Delete Template ACH CLASS GODE Individual PPD TOTAL AMOUNT RECIPIENTS FROM ACCOUNT 52 00 1 Business Checking soooomd 702 EFFECTIVE DATE Select Date a RECURRENCE None selected Recipients Account Pistol Pete aor Indicates required field check box forthe account to use and click or view and Submittab The Review amp Submit Notify Amount Addendum Yes Cancel 8 Clickortap the Effective Date field and click ortap the date J onah Bank of Wyoming Mobile amp Tablet App Users Guide 136 Payments ACH Payment Recipient amp hea F Info amp Users Amoni Subsidiary Account TEMPLATE NAME Contoso payment 77 Delete Template ACH CLASS CODE Individual PPD TOTAL AMOUNT RECIPIENTS FROM ACCOUNT 2 00 1 Business Checking ssooomd 02 4 July P d 2014 P u kion Tue Wed The Fil Sal Amount Addendum Note datesthat are greyed out are unavailable for processing dates 9 To create a recumng payment ortemplate do the following f Clickortap Set Schedule The Schedule Recuning Transfer window appears
156. siness Checking magr UZ EFFECTIVE DATE Select Date RECURRENCE Hone Selected Recipients Gri Avcocount Motify Amount Addendum Pistol Pete aor Wes 32 00 Indicates required field Cancel Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 126 13 Click ortap the Effective Date field and click ortap the date Payments ACH Payment Recipient amp E Review amp Info amp Users Aa Subsidiary Account Submit TEMPLATE NAME Contoso payment ri Delete Template ACH CLASS CODE Individual PPD TOTAL AMOUNT RECIPIENTS FROM ACCOUNT 2 00 1 Business Checking Karyer 02 Amount Addendum Note datesthat are greyed out are unavailable for processing dates 14 To create a recumng payment ortemplate do the following a Clickortap Set Schedule The Schedule Recuning Transfer window appears Schedule Recurring Transfer How often should this transfer repeat 1stday of month Last day of month 1st and 15th Every Month Every Week Every 2nd Week Every Year When should this transfer stop Repeat Forever b Select when the payment ortemplate should recur c Selecta date from the calendar orclick ortap Repeat Forever J onah Bank of Wyoming Mobile amp Tablet App Users Guide 127 d Clickortap Save e Backon the Review and Submit tab you will see yourrecurence settings listed underthe effective date entry field TEMPLATE NAME Co
157. sssssseeceeceeeeeeseeeeceeeeeeauesseeeeeeeeessuaasseeeeeeesssagggs 179 Configuring statement delivery SQTLINGS ccccceccceecccesesseeeeeeeeeaeeesseeceeeeeeeeseasuseeeeeseessaaseseeeenees 180 J onah Bank of Wyoming Online and Mobile App Users Guide 6 Online Banking and J onah Bank Secunty GUIGES ccccccccescsesssseeeeeeeeeeeaeeeeeeeeeeeesssaaeeeeeeeees 181 Online Banking Guide ancnsaccutaulavenaindicaronasiatiamnbpeousraatenaines iateeiinneonsionieasdimaanebiadunsdestartitastaincin 181 Jonah Bank Secu unty GUJE dcdinccicszuntcicigresaissastisinsantaaunsduai ceanetealivscundunapeutainsdnanianntsaikanteiesdunaa 181 APPENDIX A STAYING SEC URE 182 Password tipsand TECOMMENCATIONS ccccccccsssssseeeeeceeceeseeseceeeeeeseeaussseceeeeeeensaasaseeeeeeesseaaseeess 182 Registering a browserordeViCe 2 ccccccsssssseeceeecceeesessseeeeeeceeeaussseceeesessenausaseceeesessesauaaseeesesseseaageeess 183 APPENDIX B FREQUENTLY ASKED QUESTIONS 184 GENO A A A A TT A EAA 184 Logging in forthe first CIMIE cee eeccccccccesssseeeeeeeeeceaeeuseceeeeeseeaeessseeeeeesensaeaaseeeeeeessenaseeeeeesenseagggs 184 Redidenng VOUS ONO URC I iaicrnsocatanssapinotocwselansasaiatene cous E E ENa AEE aR 185 Me SS8 OS 08 OM aeae a EEE E E 185 C MESIG SS eek ep Eeke EE Enne EErEE EE eS PERENE E EESE EEEE EEEE TEESE ETE EEEE 185 AOE ea E E E E E 186 PC OUN a E ete sane sme te ee ease E E R 186 ACCOUNT CaS sainn n canes a EE aa ar E 187 ACV CENE
158. st late 10 Optional Click ortap the subsidiary to use NOTE To change the subsidiary you must uncheck the box next tot eh subsidiary ortap orclick on the subsidiary if in gnd view Payments ACH Payment Recipient amp Info amp Users Amount Delete Template TEMPLATE NAME Contoso payment 7 ACH CLASS CODE individual PPD ACME Widgets Wire amp ACH P a Tax ID 170543210 Indicates required field Review amp Submit Add Subsidiary 11 Clickortap Next orclickortap onthe Account tab The Account page appears J onah Bank of Wyoming Mobile amp Tablet App Users Guide 125 Payments ACH Payment Recipient amp Ss eas Review amp TEMPLATE NAME Contoso payment Lt Delete Template ACH CLASS CODE Individual PPD Choose From Account Account Name Account Type Account Number Balance Personal Checking Checking sO 9 34 97 Business Checking Checking so OS 16 36 _ Indicates required field 12 On the Account page select the check box forthe account to use and click or tap Next orclick ortap on the Review amp Submit tab The Review amp Submit page appears Payments ACH Payment Review amp Submit Recipient amp Amount Subsidiary Account Info amp Users TEMPLATE MAME Contoso payment 7 Delete Template ACH CLASS CODE Individual PPD TOTAL AMOUNT RECIPIENTS FROM ACCOUNT 2 00 1 Bu
159. t You can use the Alerts page to delete an alert that you no longer need Deleting an alert removes it immediately and permanently To delete an alert I nu BWN In the Menu click ortap Settings gt Alerts The Alerts page appears Click ortap the type of alert that you want to delete Click ortap the existing alert that you want to delete The Edit Alert page appears Click ortap Delete When prompted click ortap Confim to delete the alert When the delete iscomplete a message appears Click ortap Close Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 77 Configunng secunty alerts Secunty alerts inform you immediately when a secunty related event occurs Some secunty alerts are required In the list of secunty alerts required alertsare dimmed You can enable ordisable optional secunty alerts The available secunty alert types vary depending on youraccount type When an enabled alert istnggered we send a secunty alert message Secunty alerts are always sent assecure messages You can add additional delivery methods When a secunty alert istnggered the alert is sent to all of the configured delivery methods at once You should not rely on email alerts alone since email can be delayed orinternupted Always use a second delivery method along with email for greater sec unty To enable or disable optional secunty alerts 1 Inthe Menu click ortap Settings gt Alerts The Alerts page appears 2 Clickortap Secunty
160. t and click or tap Set 6 Clickortap Send Request 7 Do one of the following o Clickortap Close to retum to the Stop Payment page o Click ortap View in Activity Center J onah Bank of Wyoming Mobile amp Tablet App Users Guide 68 CHAPTER 7 MANAGING MESSAGESAND ALERTS This chapter contains the following e Managing secure messages on page 69 e Managing alerts on page 74 Managing secure messages Secure messages provide a secure way to Communicate with usand are not used to communicate with any outside party These secure messages appear in both online banking and the mobile banking apps This section includes the following e Creating a secure message on page 69 e Reading a secure message on page 71 e Replying to a secure message on page 72 e Deleting secure message threads on page 73 Creating a secure message You can create a secure message in online banking orthe mobile banking apps In online banking you can also attach a file to a message The file can be any of the following formats e ach e doc e docx e gif jpeg jpg e log e pdf e png e ppt e rtf e text e txt e wpd e X S e X SX e Zip To create a secure message 1 Inthe Menu clickortap Messages The Messages page appears 2 Clickortap New The New Message window appears ona smartphone you first have to tap on Inbox J onah Bank of Wyoming Mobile amp Tablet App Users Guide 69 0000 Verizon 4 40 AM 1 O 59 BL ga Messages f bo
161. t of recipients and amounts from a 5 column Comma Separated Values CSV file to add recipientsand amountsto a new ACH Batch or ACH Collection The CSV fi le must contain the following columns e Recipient name e Routing transit number e Account number e Account type 1 forchecking 2 for savings e Amount J onah Bank of Wyoming Mobile amp Tablet App Users Guide 138 H 57 O Ec D 7 Payments Excel F i O i oe T FILE HOME Developer INSERT PAGE LAYOUT FORMULAS DATA REVIEW VIEW ACROBAT Galen Go Ss E6 Te A B C Mickey Mouse 102307119 Pistol Pete 102307119 1 fa 3 4 amp 7 s 9 a rt Payments READY 3 The recipient name doesnot need to match an existing recipient The import uses the na me and the order of the file to create recipients and amounts You can include a recipient multiple times to create multiple payments The payments can be to the same accountora different account To import recipients and amounts to create a payment 1 Inthe Menu clickortap Commercial gt Payments The Payments page appears 2 On the Payments page in the New Payment drop down list click ortap Payment From File The Payment From File page appears Payments l ora ii amp Search Filter by Type New Template New Payment a ACH Payment Available Templates ACH Receipt l l ACH Batch Wire ww ACH Collection W Domestic Wire ACH Receipt ACH Collection 0 10 Fayroll Sent on 0A132014 05 10 17 Sent Paym
162. t the security of your financial information you should only download and install the mobile banking app from the Apple App Store or the Google Play Store In the store verify that we are listed as the seller of the app not athird party You should also verify that our name is spelled correctly Hardware and software requirements You must use specific minimum hardware and software to use the mobile banking app For the best experience you should use the recommended hardware and software For Mobile devices we recommend that you update your devices operating system For the latest information about the hardware and software requirements and recommendations please contact us Supported Devicesand Recommended Operating system version Cure Upgrade Link pineal Android NA http www android com versions kit ka t 4 4 IOS NA i From your devices settings or iTunes PC Intemet 11 http windows mic rosoft com en uyintemet Explorer explorer download ie Safari NA Safari is no longer supported on a PC Chrome http www google com chrome index html hl n amp brand C H MA amp utm_campaign en amp utm_sourc e n ha na us sk amp utm_medium ha amp utm_tenmm hrome Firefox 30 0 http www mozilla org en US firefox all J onah Bank of Wyoming Online and Mobile App Users Guide 11 5 1 10 httos www apple com safari Device Browser Curent Upgrade Link Version Chome http www google com chrome index htmI hl en a
163. tead of a genenc name in online banking and the mobile banking app 3 Click ortap Submit to submit the change To configure the orderthat accounts appear in 1 Inthe Account Preferences page entera value in the Order field foreach account 2 Clickortap Submit Selecting a theme and a language A theme changesthe arangement of the elements in online banking and the mobile banking app along with the background image the colors and the fonts You can also change the prefered language in online banking and the mobile banking app note currently our site isonly available in English J onah Bank of Wyoming Mobile amp Tablet App Users Guide 169 Note If no alternate themes or languages are available the theme and language settings do not appear To change the selected theme 1 Inthe Menu click ortap Settings gt Themes The Themes page appears 2 Clickortap the theme that you want to use The theme changes immediately across all of your supported devices To change the selected language 1 Inthe Menu click ortap Settings gt Themes The Themes page appears 2 Select the language that you want to use in the Language drop down list The language changes immediately acrossall of your supported devices Changing your secunty preferences You can change your secunty settings This section includes the following e Changing yourpassword on page 1 0 e Changing your Login ID on page 171 e Changing your phi
164. the Account Details page click ortap the check image icon Click ortap the icon again to hide the details e Clickon the Next button to view the back of the presented check 1 30 14 17 57 Check 1457 S amp S No additional details Ask about transaction i CHETUNNI WY ENF A ca n i Sa pens cs l 4 i Cte fa a K Pial PAm TS f S u en E BHEO m un 4 uh F AT kap a wAOZIO FRAG ti Viewing and pnnting images associated with a transaction Online Banking Only You can view and pnnt any imagesthat are associated with a transaction from Account Details page On the Account Details page any transaction that includes images is marked with an icon l J onah Bank of Wyoming Online and Mobile App Users Guide 37 To view and print the images associated with a transaction 1 Onthe Home page click or tap the name ofthe account that includesthe transaction The Account Details page appears 2 Click ortap the transaction to view the details If applicable the image appears below the transaction If the transaction includes multiple images click ortap Previous and Next to view additional images 3 Optional In online banking you can pnnt the images To print the images do the following a On the transaction details click ortap the Print icon The Print page appears b On the Prnt page click ortap Print to pnnt the image Sending a secure message abouta transaction While viewing the det
165. the Transaction details click ortap Cancel to cancel the transfer You are prompted to confim that you want to cancel the transfer 4 Clickortap Confirm to cancel the transfer Viewing transactions on the Activity Center page The Account Details page and the Activity Center page both include transactions A specific transaction can appear on either page or both pages depending on the transaction statusand how you created it You can view transactions and transaction details on the following pages J onah Bank of Wyoming Mobile amp Tablet App Users Guide 57 Viewing transactions Page Includes Account Details All posted and pending transactionsin an account including e Checks e Deposits e Transactions at branches e Transactionsat ATMS e Bill payments e Transfers Activity Center Transactions that you create in online banking and the mobile banking app including e Recumng transactions e Transfers e Senda check e Wire transfers e Stop payment requests e Addresschange requests e Check reorders e ACH Payments e ACH Receipts e ACH Batches e ACH Collections The following illustrates the appearance of the Activity Center page Activity Center page example Activity Center Q Funds transfer greater than 20 00 Search Favorites Show Basic Individual Transactions Recurring Transactions Totals Credits 0 0 00 Debits 0 0 00 Status Type D Amount Account Authorized Funds Transfe
166. the fact that your number may otherwise be on the federal or a state s do not call list and you agree to the maximum extent permitted by law that such text messages shall not be in violation of such do not call list s For help send HELP to 226563 To cancel text STOP to 226563 at any time For support visit www jonahbank com send an email to customer Service jonahbank com or call 307 237 4555 Indicates required field Save 3 Inthe Enrollment Successful message do one of the following Click ortap Close to close the Text Banking settings Click ortap Visit Preferencesto configure account preferences for text banking Configunng account preferences for text banking You can use the Text tab on the Account Preferences page to configure text banking preferences Before you use text banking you must select the accounts that you want to use with text banking and assign eacha text banking nickname You can also configure the account order To configure text banking preferences for accounts 1 Inthe Menu click ortap Settings gt Display Preferences The Account Preferences page appears 2 Clickortap Text 3 Locate each account that you want to use with text banking and do the following a b O Entera four character nickname to use forthe account in text banking in the Nickna me field Select the Enabled check boxforthe account You can only use accounts that you enable for text banking In the Orderfield enter
167. the search text and tap orclick on retum The search results appearon the Account Details page rad EH AM 77 ga JONAH BANK OF WYOMING seco Verizon B47 AM T O 75 Bo Show details Ledger Balance Available Balance Filter Current Balance List Deposit Date 2 12 14 0 10 Testing memo 4 92 addendum 3 If you device iscapable of text to speech you can tap that option on your device speak the search tem you wish to use and then tap on retum Sorting transactions On the Account Details page the column headings indicate the sort order of the transactions The column used to sort includesa tnangle icon The direction ofthe tnangle icon indicates ascending or descending sort order NOTE Sorting isNOT available on the Smartphone App Subtotal Credits Description Amount Balance 2 12 14 Testing memo addendum 0 10 4 92 1 31 14 CHEYENNE LIGHT A BillPay TRAN 3 1 00 5 02 1 31 14 1 31 024815 POS DEBIT CFD VOLUNTEER FCF 0 01 6 02 J onah Bank of Wyoming Online and Mobile App Users Guide 35 Tio Pending transactions are always grouped together at the top of the sort order Note The Balance column does not appear unless you sort by date To sort transactions 1 Onthe Account Details page click ortap one of the following column headings to change the sort order o Date o Transaction Type o Amount 2 Clickortap the same column heading again to change the sort order between a
168. through the ACH ACH Collection Collect funds from multiple recipients through the ACH ACH Receipt Collect funds from a single recipient through the ACH Domestic Wire Send a wire transferto a recipient in the United States Intemational Send a wire transferto a recipient in another country Wire Tax payment Send fundsto a Federal State or Local tax authonty in the Electronic Federal Tax Payment System EFTPS Other services User nghts also control accessto other services that are not used in payments or templates Depending on your account configuration the available types can include some or all of the following J onah Bank of Wyoming Mobile amp Tablet App Users Guide 86 Payment and collection types Type Description Change Submit an address change requet in online banking orthe mobile banking Address app Check Submita request to repeat your most recent checkorder for an Reorder account that you specify in online banking or the mobile banking app Stop Submit a stop payment request for one or more checks Payment Transfer _ Transfer funds between your accounts Intemal Limits on transaction approvals You can configure limits on the number and size of transactionsthat a usercan approve If required we can also configure these limits Approval limits apply to each user individually and each transaction type hasa separate limit The Overview tab of the User Policy page lists the limits foreach transact
169. tion details on the following pages Jonah Bank of Wyoming Online and Mobile App Users Guide 29 The Account Details page and the Activity Center page both include transactions A specific transaction can appear on either page or both pages depending on the transaction statusand how you created it You can view transactionsand transaction details on the following pages Account Details Activity Center To view account details Viewing transactions Page Includes All posted and pending transactionsin an account including Checks Deposits Transactions at branches Transactionsat ATMs Bill payments Transfers Transactions that you create in online banking and the mobile banking app including Recuming transactions Transfers Send a check Wire transfers Stop payment requests Address change requests Check reorders ACH Payments ACH Receipts ACH Batches ACH Collections e Onthe Home page click ortap the account name The Account Details page appears J onah Bank of Wyoming Online and Mobile App Users Guide 30 JONAH BANK OF WYOMING Account Details There have been 163 transactions on this account since 4 5 2012 Ask about account Ledger Balance Available Balance Current Balance Last Deposit Date Last Deposit Amount Last Statement Date As Of Date Sweep Balance amp Search description 2 1214 Testing memo addendum 0 10 4 92 31 14 CHEYENNE LIGHT A BillPa
170. ure delivery contact infomation on page 173 for infomation about configunng the secure delivery address To update your profile 1 Inthe Menu click ortap Settings gt Online Profile The Profile page appears 2 Make any needed changesto the contact information 3 Click ortap Submit Profile J onah Bank of Wyoming Mobile amp Tablet App Users Guide 166 i HOME Profile K P ESSAGES Please review and update your profile E TRANSACTIONS PREFIX FIRST NAME COMMERCIAL Dr v Jonah BRANCHES LAST NAME NEWS amp RATES SERVICES E MAIL ADDRESS support jonahbank com 2 HELP ppone Op SETTINGS ADDRESS 1 Online Profile 205 Storey Blvd Display Preferences ADDRESS 2 Security Preferences Alerts pi STATE Text Enrollment Cheyenne WY Mobile Authorizations COUNTRY Address Change United States eStatement Sign Up Theme PHONE COUNTRY HOME PHONE Online Banking Guide ase United States 6362 Jonah Bank Security Guide E LOG OFF Indicates required field ea se Se a ae Requesting an address change MIDDLE NAME D SUFFIX ZIP 82009 WORK PHONE 7300 Submit Profile You can use online banking and the mobile banking app to request usto update an address associated with one or more of youraccounts Depending on the number and type of accounts it may take 24 to 48 hoursto make the changes The request affectsthe account profile statement and other mail an
171. usiness requires that you create transactions for multiple entities For example a holding company could create a subsidiary foreach of the company s real subsidianes An accountant who paystaxeson behalf of clients could create a subsidiary for each client Each subsdiary has a unique combination of address name and tax identification J onah Bank of Wyoming Mobile amp Tablet App Users Guide 93 number When you include a subsidiary in a payment we substitute the charactenstics ofthe subsidiary when we send the processed transaction to the receiving financial institution The financial institution may ormay not passthe information on to the recipient Subsidianes in ACH transactions and wire transfers have different requirements When you create oredit a subsidiary you can include the information required to use the subsidiary with ACH transactions wire transfers or both A payment ora template can be associated with a single subsidiary If you have the Manage Subsidianes feature assigned you can do the following e Create subsidianes e Edit subsidianes e Add an existing subsidiary to a payment ortemplate e Remove a subsidiary from a template The Subsidiary Management page doesnot appear if your usernghtsdo not pemit you to manage subsidianes Note If we manage subsidiaries on your behalf the Manage Subsidiaries feature and the Subsidiary Management page do not appear When you create or edit a template you can add or rem
172. w eStatements electronic versions of youraccount statements The procedure to view an E Statement may vary Note In online banking the Statements page may open in a new browser tab or window You should disable any pop up blockers for the online banking site To view E Statements 1 Inthe Menu click ortap Transactions gt Statements The Statements page appears J onah Bank of Wyoming Mobile amp Tablet App Users Guide 65 JONAH BANK OF WYOMING Quick Tip Placeholder Statements x Statements ACCOUNT Personal Checking xxxxxx2499 4 92 CYCLE 2014 05 30 2014 Checking Statement IMAGE TYPE paf Get Statement 2 Do the following to select the statement to view In the Accounts drop down list select the account The Cycle drop down list select the cycle In the Image Type drop down list select the file format Click ortap Get Statement a b C d Note Depending on the settings on your device you may be able to save or print the E Statements Ventying your a bility to view a PDF You may need to venfy that you can view PDF files the first time that you view an eStatement If you are not able to view PDF documents Adobe Acrobat is available for most operating systems You can download and install Acrobat ora similar program to view PDF documents Adobe Acrobat Iisavailable from http get adobe com reader To venfy that you can view a PDF 1 Inthe Menu click ortap Tra
173. x Quick Tip Placeholder Messages x a 4 Customer ServiceSecurit r pa t AAN AGS d 2014 4 40 AM 3 Clickortap the message recipient The message window appears eooo Verizon F ai AM Tg bihm New Message rea you d ike to con Customer sanips Payroll Servic Wire Transfer Services Report a Lost Stolen Card Need Help with Online Banking Other Return to Messages 4 Inthe Subject field entera subject 5 Inthe Message field enterthe message J onah Bank of Wyoming Mobile amp Tablet App Users Guide scoe Veron 4 43 AM T O 58 Br To Customer Service SUBJECT Question about my account MESSAGE What is the differance between ledger balance and available balance 6 Optional In online banking click the attach file icon 2 In the Open dialog box select a file to attach to the message and click Open 7 When your message iscomplete click ortap Send Yournew message appearson the Messagespage Reading a secure message When you have unread messages the number of unread messages appears on the Messages item in the Menu In the Inbox unread messages include a red trangle in the top left comer A message and allrepliesare grouped in a conversation Unread message notification Unread Message indicator trangle Delete Reply Jonah K9 Question about my account TN 2014 4 43 AM Customer Service Security Alert Notification Valid Pas 7 3 2014 4 40 AM Customer Service
174. y Preferences page click ortap Save A success message appeals Tap close to close this notification J onah Bank of Wyoming Mobile amp Tablet App Users Guide 79 CHAPTER 8 COMMERCIAL FEA TURES This chapter contains the following e Paymentand template overview on page 80 e Usermanagement overview on page 80 e Payment recipients overview on page 90 e Subsidiaries overview on page 93 e Payment processing times on page 95 Payment and template overview Your business pays and collects funds every day You can use Commercial payments and templates in online banking and the mobile banking app to create one time payments and to create templatesto automate routine payments In online banking and the mobile banking app a payment isa transaction that you create to pay or collect funds A template isa defined set of instructions that you can use for repeated payments or collections Templates make it easy for you to set up and use repetitive payments including the following e Paymentsto vendorsand suppliers e Collections from customers Templates help you to do the following e Save time e Reduce enorrates e Increase productivity e Delegate tasks e Control regular payments You can create a template and assign it to another user User management allows you to control how that usercan access use and change the template Depending on the users nghts that usercan do some orall of the following e Create a payment f
175. y TRAN 3 1 00 5 02 1 31 14 1 31 024815 POS DEBIT CFD VOLUNTEER FCF 0 01 6 02 To view additional transactions e Onthe Account Details page do one of the following Click ortap the next icon gt to view the next set of transactions this is at the bottom of the page Clickortap the previous icon lt to view the previous set of transactions To send a secure message about an account 1 On the Account Details page click ortap Ask aboutaccount located top nght of Account Details window The New Message window appears The message automatically includes information about the account 2 Clickortap the message recipient The message window appears J onah Bank of Wyoming Online and Mobile App Users Guide 31 3 Clickortap in the Message field and enter your message 4 Optional In online banking click the attach file icon 2 In the Open dialog box select a file to attach to the message and click Open 5 Clickortap Send The Messages page appears with your new message To close the Account Details page e Onthe Account Details page do one of the following Clickor tap the backicon lt Clickortap Home Viewing transactions on the Account Details page On the Account Details page you can view the following information for each transaction in an account Transaction information on the Account Details page Name Description Date The date ofa completed transaction If the tr
176. y future payments use the new template settings To edita template 1 Inthe Menu click ortap Commercial gt Payments The Payments page appears 2 On the Payments page click ortap the template that you want to edit You can browse or search to locate the template The Info amp Users page forthe template appears Make any needed changesto the template settings Click ortap Review amp Submit On the Review amp Submit page click ortap Save Click ortap Close to the update successful message nu BR W Jonah Bank of Wyoming Mobile amp Tablet App Users Guide 149 Copying a template You can use the Payments page to copy an existing template make changes and save the copy To copy a template 1 Inthe Menu click ortap Commercial gt Payments The Payments page appears 2 Onthe Payments page locate the template that you want to copy You can browse or search to locate the template Click ortap the copy icon forthe template The Info amp Users page appears Make any needed changesto the template settings Click ortap Review amp Submit On the Review amp Submit page click ortap Save Click ortap Close NO UB W Deleting a template You can use the Payment page in online banking and the mobile banking app to delete a template When you delete a template existing payments based on the template do not change To delete a template 1 Inthe Menu click ortap Commercial gt Payments The Payments page appears 2 Ont
177. zed Funds Transfer Tracking ID 44876 100 00 2 25 2014 1 Authorized Funds Transfer Tracking ID 43857 50 00 2 13 2014 amp Processed Funds Transfer Tracking ID 2 6 2014 6 Altematively in the Activity Center you can tap click on Show Basic to reveal the basic search filter options J onah Bank of Wyoming Mobile amp Tablet App Users Guide 56 iPad gt 2 21 PM 7 3 C JONAH4 gt BANK OF WYOMING Quick Tip Placeholder Activity Center x Activity Center Funds Transfer Status All Account All Date All v 20 50 w Individual Transactions Recurring Transactions v Authorized Funds Transfer Tracking ID 44980 50 00 5 23 2014 v Authorized Funds Transfer Tracking ID 44978 50 00 5 23 2014 Authorized Funds Transfer Tracking ID 44921 50 00 4 18 2014 v Authorized Funds Transfer Tracking ID 44920 50 00 4 18 2014 v Authorized Funds Transfer Tracking ID 43857 50 00 2 13 2014 amp Processed Funds Transfer Tracking ID 43471 50 00 2 6 2014 x Cancelled Funds Transfer Tracking ID 43470 50 00 2 6 2014 Canceling a transfer You can use the Activity Center page to cancel a transfer You can cancela transfer if the status is Drafted or Pending To cancela transfer 1 Inthe Menu click ortap Transactions gt Activity Center The Activity Center page appears 2 Clickortap the transferthat you want to cancel The Transaction details appear 3 In

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