First Citizens Bank Digital Banking for Business User Guide

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Creating or Deleting Custom Views Using Favorites After applying specific filters, you can save that view of the View Payment Activity page or Manage Online Activity to Favorites, making it easier and faster to search, print or export transactions. You can always delete Favorites if they are no longer useful.

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In the Payments & Transfers drop-down, click Manage Online Activity . 1. Click the icon. 2. Click the “+ Save as New” link to create a new favorite template. 3. Enter a nickname for your new custom view. 4. Click the Save button when you are finished. 5. Click the X icon to remove a custom view from your Favorites.

Note : You can also set favorites on the View Payment Activity page found by clicking on Pay Loan or Credit Card and View Payment Activity (for loans and credit cards) or Manage Recurring Payments (for loans and credit cards).

Move Money (Payments & Transfers): Using Filters