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BUSINESS ONLINE SERVICES
TRAINING CENTER

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Get The Most Out of
Business Online Services

PlainsCapital Bank’s Business Online Services (BOS) is a powerful tool that lets you perform transactions and obtain timely account information whenever you need it – 24/7. To ensure that you are able to fully utilize all of the benefits of this tool, we have provided step-by-step demos on everything from Homepage Options to Money Movement.

If you would like a Treasury Management representative to walk you through these demos, or if you have additional question, don’t hesitate to contact us at 214.252.4005.

Homepage
Options Reports Money
Movement Account
Services Company
Administration Mobile
Banking Related
Services

BOS Homepage Options

Approvals VIEW DEMO

Dashboard Maintenance VIEW DEMO

First Time Login VIEW DEMO

Homepage Favorites VIEW DEMO

BOS Reports

Full and Partial Reconciliation VIEW DEMO

Loans VIEW DEMO

Reports VIEW DEMO

Statements and Documents VIEW DEMO

ACH Reports - Returns and NOC's VIEW DEMO

Downloadable Reports VIEW DEMO

Incoming Wires VIEW DEMO

Returned Checks VIEW DEMO

BOS Money Movement

ACH - One Time Payment VIEW DEMO

ACH - Collection Template VIEW DEMO

ACH - Payment Template VIEW DEMO

ACH - Upload VIEW DEMO

ACH - History Reports VIEW DEMO

ACH - Template Import VIEW DEMO

Bill Pay Create Payee VIEW DEMO

Bill Pay Make Payment VIEW DEMO

Transfer Money VIEW DEMO

Wires - One Time Payment VIEW DEMO

Wires - History Reports VIEW DEMO

Wires - Template Import VIEW DEMO

Wires – Template VIEW DEMO

Wires – Upload VIEW DEMO

BOS Account Services

ACH Positive Pay Services VIEW DEMO

Positive Pay - Entering Issues VIEW DEMO

Positive Pay – Import Issues VIEW DEMO

Positive Pay - Manage Exceptions VIEW DEMO

RDC - Making Deposits VIEW DEMO

RDC Reporting VIEW DEMO

RDC Scanner Installation VIEW DEMO

Stop Payment VIEW DEMO

BOS Company Administration

Administration VIEW DEMO

Communications VIEW DEMO

Company Administration VIEW DEMO

Self Administration VIEW DEMO

Text Alerts VIEW DEMO

BOS Mobile Banking

Bill Pay VIEW DEMO

Deposit VIEW DEMO

How to Enroll VIEW DEMO

Navigation VIEW DEMO

BOS Related Services

IntraFi Depositor Control Panel VIEW DEMO

OTS Lockbox COMING SOON

Physical Token VIEW DEMO

Virtual Token VIEW DEMO

Other Treasury Management Solutions

Information & Reporting

Get customized data reporting to monitor all aspects of your cash flow cycle, accessible from your office or on the go.

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Working Capital Management

Use automated sweep accounts to optimize your cash allocation at the end of each business day.

LEARN MORE

International Services

Exchange currency and conduct business across borders more safely, efficiently, and cost-effectively.

LEARN MORE

Contact Us Today

To learn more about PlainsCapital Bank’s Treasury Management Services, contact your local Treasury Management representative.

EMAIL US
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