CrossFirst Bank Basic Business Guide

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Transaction Types Transfers and Payments Overview...........................................................................38 Transactions Transfer Money...........................................................................................................39 Loan Payments............................................................................................................41 Activity Center Overview ............................................................................................43 Using Filters .......................................................................................................................... 44 Creating or Deleting Custom Views Using Favorites ....................................................... 44 Editing Transactions ............................................................................................................ 45 Canceling Transactions ....................................................................................................... 46 Business Bill Pay Payments Overview....................................................................................................47 Creating a Payee Overview ........................................................................................47 Creating a Payee .........................................................................................................48 Editing a Payee ............................................................................................................50 Deactivating or Deleting a Payee ..............................................................................51 Scheduling a Single Payment ....................................................................................52 Scheduling Multiple Payments..................................................................................53 Setting Up Auto-Pay....................................................................................................54 Editing a Payment .......................................................................................................55 Deleting a Payment ....................................................................................................56 Setting Up eBills ..........................................................................................................57 Canceling eBills ...........................................................................................................58 Setting Up Reminders ................................................................................................59 Editing a Reminder .....................................................................................................60 Alerts ............................................................................................................................61 Creating a Report........................................................................................................62 Editing a Report...........................................................................................................63 Deleting a Report ........................................................................................................64 Editing a Funding Account .........................................................................................65 Creating a Category ....................................................................................................66 Changing a Category Name.......................................................................................67 Deleting a Category ....................................................................................................68 Account Services Account Services Overview........................................................................................69 Stop Payment Request...............................................................................................70 Single Check ......................................................................................................................... 70 Multiple Checks ................................................................................................................... 71