First National Bank and Trust Business Online Desktop and Tablet User Guide

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Bill Pay Payments Overview. ...................................................................................................36 Creating a Payee Overview. .......................................................................................38 Creating a Payee..........................................................................................................39 Editing a Payee.............................................................................................................41 Deactivating or Deleting a Payee...............................................................................43 Scheduling a Payment. ...............................................................................................44 Setting Up Autopay. ....................................................................................................45 Editing a Payment........................................................................................................47 Deleting a Payment.....................................................................................................48 Setting Up E-Bills..........................................................................................................49 Cancelling E-Bills..........................................................................................................50 Setting Up Reminders.................................................................................................51 Editing a Reminder......................................................................................................52 Alerts.............................................................................................................................53 Creating a Report. .......................................................................................................54 Searching Records.......................................................................................................56 Editing a Report...........................................................................................................57 Deleting a Report.........................................................................................................58 Changing or Deleting a Funding Account.................................................................59 Editing a Funding Account..........................................................................................60 Creating a Category.....................................................................................................61 Changing a Category Name. ......................................................................................62 Editing a Category. ......................................................................................................63 Deleting a Category.....................................................................................................64 Contacting Client Services..........................................................................................65 Other Features Stop Check Payment...................................................................................................66 Single Check ......................................................................................................................... 66 Range of Checks. .................................................................................................................. 68 Users Overview............................................................................................................70 User Management Overview. ............................................................................................. 71 Adding a New User .............................................................................................................. 72 Part 1 of 3: Establishing Transaction Type Entitlements................................................. 74 Part 2 of 3: Disabling a Transaction Type.......................................................................... 75 Part 3 of 3: Editing Approval Limits for a Transaction Type............................................ 76 Editing an Existing User’s Entitlements.............................................................................. 77 Secure Message Overview. ........................................................................................78 Sending a Secure Message.........................................................................................79