Community Bank & Trust Business Online & Mobile Banking Basics User Guide

5

Secure Message Overview. ........................................................................................35 Sending a Secure Message.........................................................................................36 Transactions Funds Transfer.............................................................................................................37 Stop Payment Request...............................................................................................39 Single Check ......................................................................................................................... 39 Multiple Checks ................................................................................................................... 40 Payments Loan Payments............................................................................................................41 Recipient Overview......................................................................................................43 Part 1 of 2: Adding a Recipient............................................................................................ 44 Part 2 of 2: Recipient Account Detail.................................................................................. 45 Editing a Recipient.......................................................................................................46 Editing a Recipient’s Templates.......................................................................................... 48 Deleting a Recipient....................................................................................................49 Activity Center Activity Center Overview. ...........................................................................................50 Using Filters........................................................................................................................... 51 Creating or Deleting Custom Views Using Favorites........................................................ 51 Editing Transactions............................................................................................................. 52 Canceling Transactions........................................................................................................ 53 Business Bill Pay Home Page Overview..................................................................................................54 Add a Payee..................................................................................................................56 Company............................................................................................................................... 56 Individual............................................................................................................................... 59 Bank or Credit Union .......................................................................................................... 62 Edit a Payee..................................................................................................................64 Delete a Payee.............................................................................................................65 Import Payees..............................................................................................................66 Add and Manage Categories......................................................................................67 Single Payment............................................................................................................68 Edit a Single Payment.................................................................................................70 Create a Recurring Payment......................................................................................71 Edit or Cancel a Pending Payment............................................................................73 Payment Approval.......................................................................................................75 Company Profile..........................................................................................................76 Edit or Delete Bill Pay Accounts.................................................................................77