NewBridge Bank

About NewBridge Bank eBusiness

Can I get another copy of the NewBridge Bank eBusiness User Guide?

Another copy of the NewBridge Bank eBusiness User Guide can be obtained at the following link: https://secure.file-works.com/fwlogin.cfm?bhcp=1. The user name is ebusiness and password is newbridgebank.

Can I use QuickBooks or Microsoft Money with my accounts?

Microsoft Money is not compatible with this software. However, QuickBooks can be used to import account history, as well as export certain reports, such as account detail, in QuickBooks or Quicken formats. For QuickBooks support, please click here.

How can I start viewing my accounts?

* System Managers, logging in for the first time, will need to set up their own account permissions. Once logged in, select the "Administration" tab on the right, and click on "Applications." From there, you will select yourself as a user, and choose what account permissions and features you would like.

* Users other than the System Manager, you be given privileges based on the decision of their System Manager.

How do I add or delete a service?

If you wish to add or delete a service, contact your NewBridge Bank Relationship Officer to obtain the add/delete services form.

How do I add or delete a User?

To add or delete a User, the System Manager must logon and complete the following steps:

Adding Users
1. Select the "Administration" tab.
2. Drop down and select "Applications."
3. Select "User Setup."
4. Select "Create."
5. The User ID will be pre-filled with the next available ID, beginning with 1000 and incrementing by 1.
Note: This may be changed to any 4-digit number by the System Manager.
6. Enter the user's name.
7. Select the checkboxes beside the validations the user will have access to.
8. Select "Add User."

Deleting Users
1. Select the "Administration" tab.
2. Drop down and select "Applications."
3. Select "User Setup."
4. Select "Delete" next to the user you wish to remove.
5. Confirm the deletion by selecting "OK."

How do I add or delete an account?

If you need to add or delete an account on your NewBridge Bank eBusiness, you can contact NewBridge Bank's Call Center at (800) 456-6505 during regular banking hours. (Monday-Thursday 9:00 am-5:00 pm ET & Friday 9:00 am-6:00 pm ET)
Note: The System Manager may be required to submit a request to add/delete services.

How do I assign a new System Manager?

If you need to assign a new System Manager to your NewBridge Bank eBusiness, you can contact NewBridge Bank's Call Center at (800) 456-6505, Monday-Friday 7:00 am-7:00 pm ET. Note: Authorized personnel may be required to submit a request to add/delete services.

How do I change the password retention period?

To change the password retention period, the System Manager will logon and complete the following steps:

1. Select the "Administration" tab.
2. Drop down and select "Applications."
3. Select the "Security" tab.
4. In the Password Expiration Days field, enter a number of days.
Note: Number must be between 1 and 90.
5. Click the "Submit" button.

How do I regenerate a user’s PIC letters?

To regenerate a User's PIC letters, the System Manager will logon and complete the following steps:

1. Select the "Administration" tab.
2. Drop down and select "Applications."
3. Select "User Setup."
4. Select "Modify" by the employee name.
5. Select the "Regenerate PIC" option at the bottom.

How do I set Account Permissions?

To set Account Permissions for a User, the System Manager must logon and complete the following steps:

1. Select the "Administration" tab.
2. Drop down and select "Applications."
3. Select the "Account Permissions" tab.
4. Select the User.
5. Select each individual Application or "All Applications" from the drop down box.
6. Check each box in each Application you want to give the user access to.
Note: If the User has access to all, select the "Check All" box at the bottom.
7. Select "Submit."

How do I set Limits?

Limits can be added to Users for Wire Transfers and ACH Origination. To set these Limits, the System Manager will logon and complete the following steps:

Wire Transfers:
1. Select the "Administration" tab.
2. Drop down and select "Applications."
3. Select the "Wire Transfer" tab.
4. Select the User you wish to edit.
5. Enter the limits in each field.
Note: Selecting default or entering "no limit" will give the user the limits placed on the company by NewBridge Bank.
6. Select "Update."

ACH Origination:
1. Select the "Administration" tab.
2. Drop down and select "Applications."
3. Select the "ACH Origination" tab.
4. Select the User you wish to edit.
5. Enter the limits in each field.
Note: Selecting default or entering "no limit" will give the user the limits placed on the company by NewBridge Bank.
6. Select "Update."

How do I sign on to my new account?

New users and System Managers will sign on to their new accounts using the temporary user name and passwords given in the PIC letters. Once the first time login has occurred, users can create a new user name and password unique to them.

How do I terminate the use of NewBridge Bank eBusiness?

If you wish to terminate your access to NewBridge Bank eBusiness accounts with NewBridge Bank, please contact us at (800) 456-6505 or at info@newbridgebank.com
Note: The System Manager may be required to submit a request to add/delete services.

How far back will my account information go?

Users can view account and transactional history up to 6 months and import into QuickBooks.

Is there a fee associated with NewBridge Bank eBusiness BillPay?

There are no fees associated NewBridge Bank eBusiness BillPay.

What are my “Favorite Accounts?”

"Favorite Accounts" can be any of your accounts, up to six, that will appear on your home page. Users may define the format that will display for the balance on each account.

What are my “Favorite Applications?”

"Favorite Applications" can be any applications, up to six, that will appear on your home page and provide a shortcut for easy access. This benefit is user defined.

What are PIC letters?

PIC (Personal Identification Code) letters are sent out in the form of an email, generally to the System Manager when a new user is set up. They will contain a temporary user name and password in two separate emails. These letters can be regenerated at any time by the System Manager.

What are the differences between a “User” and a “System Manager?”

The differences between a User and a System Manager vary for each User set up with that company. Users will only be able to access accounts and services that are specified by the System Manager. The System Manager is a user as well, but they also have the privileges discussed in "What is a "System Manager?"

What are the fees associated with NewBridge Bank eBusiness?

There are no fees associated with "basic" NewBridge Bank eBusiness. For additional service fees, please see the Commercial Services Analysis Factors and Fee Schedule.

What can I do with “Reporting?”

A User can view / print / export an Account Status, Account Summary, Account Detail, and Account Statement for all available accounts. In addition, users also have access to an array of application specific reports such as Wire and ACH, as well as Loan Reporting for any available accounts.

What does it mean when it tells me that I am currently logged in?

When logging in, you may receive the error message: "Your User Name is currently logged in, and you may only use one concurrent session. If you believe you are receiving this message in error, please contact customer service." If this happens, it most likely means that you did not click the "Log Out" button when signing off. Normally, waiting 15-20 minutes before trying to log in again will solve this problem. If this does not fix the error, you may contact NewBridge Bank's Call Center at (800) 456-6505, Monday-Friday 7:00 am-7:00 pm ET.

What features and services does NewBridge Bank eBusiness provide?

NewBridge Bank eBusiness provides several different features and services. With basic, you will still have detailed account reporting as well as check management features such as images and memos. Additional services can be found in the Business and Cash Management Suite Services Brochure. You can also contact your NewBridge Bank Relationship Officer for more details.

What if I have a question about a payment?

Verify with your payee that the payment has not posted to your account, and that the payee address and account number information you supplied is correct. Make any corrections necessary to the payee address and account number information so that future payments are not delayed. If your payment has not posted or you believe an error has occurred, you may contact NewBridge Bank's Call Center at (800) 456-6505, Monday-Friday 7:00 am-7:00 pm ET.

What if my reports are not pulling up?

If your reports are not pulling up correctly, or not at all, refer to the following options:* Make sure any Pop-Up Blocker is disabled when pulling up these reports. If it is not allowed, you will be unable to pull them up.* If viewing the report in PDF format, you will need to download Adobe Reader 5.0 or higher. Click here to download the latest version of Adobe Reader.

What if the web page is blank when I am first logging in?

Once logged in, if you are seeing a blank or distorted page, it can be fixed by adding the website to your "Trusted Sites" list. Follow the steps below:

1. Copy the website address (or URL).
2. At the top of the web page select "Tools."
3. Select "Internet Options" from the drop down box.
4. Select the "Security" tab.
5. Click "Trusted Sites" and click the "Sites..." button.
6. Paste the website address (or URL) in the "Add this Web site to the zone" field.
7. Click "OK."
8. Click "Apply" and "OK" again.

If this does not fix the error, you may contact NewBridge Bank's Call Center at (800) 456-6505, Monday-Friday 7:00 am-7:00 pm ET.

What is a “System Manager?”

The System Manager is ultimately the administrator of the system. They will be responsible for adding users, deleting users, adding account permissions, and limits for certain services. They also will be responsible for declaring the password retention period for their company, as well as generating PIC letters for additional users within the company.

What is the difference between “ledger balance” and “available balance?”

Your ledger balance is your beginning-of-the-day balance. Your available balance is your beginning-of-the-day balance plus or minus any of "today's credits" or "today's debits." For example: Your ledger balance is $100. Today's credits total $25 (you deposited $25 cash at your branch), and today's debits total $10 (you took $10 out at an ATM). Your available balance would be $115.
Note: Other transactions may be credited or debited to your account throughout the day.

What is the password retention period?

The password retention period is the amount of time (in days) that a user has before he or she must change their password.
Note: The number of days between password changes must be between 1 and 90 days. The default is set for 90 days but can be modified by the System Manager as it relates to their company policies.

What should I do if I forget my password?

If you forget your password, type in your user name, and click "Forgot Password?" link on the NewBridge Bank eBusiness homepage. Instructions to reset your password will be sent to the email address associated with your user name. Click the time sensitive link (the link expires in 15 minutes) and follow the instructions:

* Answer the security questions that you chose when you initially logged in.
* If the questions were answered correctly, it will ask you to enter a new password. Click continue, and your password has been changed.

What should I do if I forget my User Identification?

If you forget your Identification and you are a User, your System Manager will have the information that you need. If you are a System Manager and forget you Identification, you can contact NewBridge Bank's Call Center at (800) 456-6505, Monday-Friday 7:00 am-7:00 pm ET.

When can I start using NewBridge Bank eBusiness?

You can begin using NewBridge Bank eBusiness as soon as you finish the enrollment process and receive an email containing your PIC letters.

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