Community Bank of the Bay User Guide

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Bill Pay Overview.......................................................................................................................94 Adding a Bill. ................................................................................................................95 Known Company.................................................................................................................. 95 Unknown Company. ............................................................................................................ 97 Person.................................................................................................................................... 98 Editing a Biller..............................................................................................................99 Deleting a Biller. ....................................................................................................... 100 Editing Pending Payments....................................................................................... 105 Cancel Pending Payments....................................................................................... 106 Viewing Transaction Details.................................................................................... 107 Single Transaction............................................................................................................. 107 Creating a Reminder................................................................................................ 108 Editing Reminders.................................................................................................... 110 Deleting Reminders.................................................................................................. 111 Checks & Deposits Stop Payments - Single Check................................................................................. 112 Stop Payments - Multiple Checks........................................................................... 114 Positive Pay Overview.................................................................................................................... 115 Item Review............................................................................................................... 116 Import Templates..................................................................................................... 118 Add Template..................................................................................................................... 118 Edit Template..................................................................................................................... 120 Delete Template................................................................................................................ 121 Import a File.............................................................................................................. 122 Import Exceptions.................................................................................................... 123 Items. ......................................................................................................................... 124 Add an Item........................................................................................................................ 125