North State Bank Cash Management and Online Banking Guide for Business Accounts

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Business Bill Pay Add and Manage Categories

Categories are groups of payees that help organize your bills and create your budgets.

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Use the “Payees” drop-down to select “Manage Categories.” 1. Move payees into new categories using the “Category” drop-downs. 2. To create or delete a category, click the Manage categories button. a. To create a new category, enter a category name and click the Add category button. b. To delete a category, click the “Delete” link next to the category you wish to delete. Then click the “Delete category” link.

Business Bill Pay: Add and Manage Categories