Kitsap Bank Cash Management User Guide

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Transaction Filters/Blocks....................................................................................... 168 Issued Check File Processing Log........................................................................... 169 User Setup ................................................................................................................ 170 Commercial Bill Pay Home Page Overview .............................................................................................. 175 Add a Payee .............................................................................................................. 177 Company............................................................................................................................ 177 Individual Electronic Payments ....................................................................................... 179 Individual Check Payments.............................................................................................. 181 Activate a Payee ................................................................................................................ 183 Edit a Payee .............................................................................................................. 184 Delete a Payee.......................................................................................................... 185 Import Payees .......................................................................................................... 186 Add and Manage Categories .................................................................................. 187 Single Payment......................................................................................................... 188 Edit or Stop a Single Payment ................................................................................ 189 Create a Recurring Payment................................................................................... 190 Edit or Stop a Recurring Payment.......................................................................... 191 Setting Up eBills ....................................................................................................... 193 Payment Approval ................................................................................................... 194 Dual Approval........................................................................................................... 195 Company Profile ...................................................................................................... 196 Edit or Delete Bill Pay Accounts ............................................................................. 197 Modify User Permissions ........................................................................................ 198 Personal Profile........................................................................................................ 199 e-Notifications .......................................................................................................... 200 Events ................................................................................................................................. 200 Logout Notifications ......................................................................................................... 201 Recurring............................................................................................................................ 202 Reminders.......................................................................................................................... 203 Reports...................................................................................................................... 204 Security Security Preferences................................................................................................ 205 Change Password ............................................................................................................. 205 Change Login ID ................................................................................................................ 206 Secure Delivery ................................................................................................................. 207 Mobile Security Preferences................................................................................... 208 Enabling Touch ID or Fingerprint Login ......................................................................... 208 Enabling Passcode Authentication ................................................................................. 210 Disabling Passcode Authentication, Touch ID or Fingerprint Login ........................... 211 Enabling Face ID................................................................................................................ 212