Kitsap Bank Cash Management User Guide

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Recipients Editing a Recipient

If a recipient’s account or personal information changes, an authorized user can make those necessary edits from the Recipient Management page.

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In the Commercial tab, click Recipients . 1. Click the icon and select “Edit” to edit a recipient. 2. Click the icon to edit or remove a recipient’s account information. 3. Edit the recipient’s details. 4. Review the recipient’s assigned templates and how much money they receive. 5. Click the Save Recipient button when you are finished making changes.

Recipients: Editing a Recipient