Community First Bank Your Online Business Banking eGuide

4

Advanced Pay Bills Home Page Overview..................................................................................................93 Add a Payee..................................................................................................................95 Company. .............................................................................................................................. 95 Individual Electronic Payments: Allowing an Individual to Provide Their Banking Information........................................................................................................................... 97 Individual Electronic Payments: If You Have an Individual’s Account Information...... 99 Individual Check Payments.............................................................................................. 101 Activate a Payee................................................................................................................. 103 Import Payees........................................................................................................... 104 Edit a Payee............................................................................................................... 107 Delete a Payee.......................................................................................................... 108 Add and Manage Categories................................................................................... 109 Single Payment......................................................................................................... 110 Edit or Stop a Single Payment................................................................................. 111 Create a Recurring Payment................................................................................... 112 Edit or Stop a Recurring Payment.......................................................................... 114 Payment Approval.................................................................................................... 116 Add a Transfer Account........................................................................................... 117 Delete or Edit a Transfer Account. ......................................................................... 118 One-Time Transfer................................................................................................... 119 Edit or Stop a Single Transfer. ................................................................................ 120 Recurring Transfers.................................................................................................. 121 Edit or Stop a Recurring Transfer........................................................................... 122 Transfer Approval..................................................................................................... 124 Add an Employee. .................................................................................................... 125 Edit or Deactivate an Employee.............................................................................. 127 Schedule Payroll....................................................................................................... 129 Edit Scheduled Payroll............................................................................................. 131 Schedule Extra Payroll............................................................................................. 132 View Past Payroll. ..................................................................................................... 134 Edit or Stop Scheduled Payroll. .............................................................................. 135 Payroll Approval. ...................................................................................................... 138 Calendar. ................................................................................................................... 139 Company Profile....................................................................................................... 140 Delete or Edit Bill Pay Accounts.............................................................................. 141 Modify User Permissions......................................................................................... 142 Personal Profile. ....................................................................................................... 143

Made with FlippingBook flipbook maker