BOB Advantage Quick Reference Guides
Read step-by-step instructions for common activities by clicking one of the links below. Print these 1- to 2- page documents for handy reference at your desk. To view these documents, you need the Adobe Acrobat Reader. If you do not have the Adobe Acrobat Reader installed, you can download it from Adobe's Web site.
- Home Page & Preferences
- Alerts
- Messages
- Company Profile and Permissions
- Adding a User
- Reports
- Account Summary and History (Previous Day)
- Cash Flow (Same Day Account Information)
- Positive Pay
- Controlled Disbursement
- Lockbox
- Stop Payments
- Book Transfers
- Bill Pay
- Domestic Wire Templates
- International Wire Templates
- Initiating Wire Transfers
- ACH File Upload
- ACH Batch Templates
- Initiating ACH Payments (ACH Batch Templates)
- Approval Workflow
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