Business Online Banking Guide Platinum Bank

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Bill Pay Portal Bill Pay Portal Overview .......................................................................................... 150 Add a Payee .............................................................................................................. 152 Company............................................................................................................................ 152 Individual Electronic Payments: Allowing an Individual to Provide Their Banking Information........................................................................................................................ 154 Individual Electronic Payments: If You Have an Individual’s Account Information .. 156 Individual Check Payments.............................................................................................. 158 Activate a Payee ................................................................................................................ 160 Import Payees .......................................................................................................... 161 Edit a Payee .............................................................................................................. 164 Delete a Payee.......................................................................................................... 165 Add and Manage Categories .................................................................................. 166 Single Payment......................................................................................................... 167 Edit or Stop a Single Payment ................................................................................ 168 Create a Recurring Payment................................................................................... 169 Edit or Stop a Recurring Payment.......................................................................... 171 Payment Approval ................................................................................................... 173 Add a Transfer Account........................................................................................... 174 Delete or Edit a Transfer Account.......................................................................... 175 One-Time Transfer................................................................................................... 176 Edit or Stop a Single Transfer ................................................................................. 177 Recurring Transfers ................................................................................................. 178 Edit or Stop a Recurring Transfer........................................................................... 179 Transfer Approval .................................................................................................... 181 Calendar.................................................................................................................... 182 Company Profile ...................................................................................................... 183 Delete or Edit Bill Pay Accounts ............................................................................. 184 Modify User Permissions ........................................................................................ 185 Personal Profile........................................................................................................ 186 e-Notifications .......................................................................................................... 187 Events ................................................................................................................................. 187 Logout ................................................................................................................................ 188 Recurring............................................................................................................................ 189 Reminders.......................................................................................................................... 190 Reports...................................................................................................................... 191