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

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Individual Electronic Payments: Allowing an Individual to Provide Their Banking Information........................................................................................................................... 94 Individual Electronic Payments: If You Have an Individual’s Account Information ..... 96 Individual Check Payments................................................................................................. 98 Activate a Payee ................................................................................................................ 100 Import Payees .......................................................................................................... 101 Edit a Payee .............................................................................................................. 104 Delete a Payee.......................................................................................................... 105 Add and Manage Categories .................................................................................. 106 Single Payment......................................................................................................... 107 Edit or Stop a Single Payment ................................................................................ 108 Create a Recurring Payment................................................................................... 109 Edit or Stop a Recurring Payment.......................................................................... 111 Payment Approval ................................................................................................... 113 Add an Employee ..................................................................................................... 114 Edit or Deactivate an Employee ............................................................................. 116 Schedule Payroll....................................................................................................... 118 Edit Scheduled Payroll............................................................................................. 120 Schedule Extra Payroll............................................................................................. 121 View Past Payroll...................................................................................................... 123 Edit or Stop Scheduled Payroll............................................................................... 124 Payroll Approval....................................................................................................... 127 Calendar.................................................................................................................... 128 Company Profile ...................................................................................................... 129 Delete or Edit Bill Pay Accounts ............................................................................. 130 Modify User Permissions ........................................................................................ 131 Personal Profile........................................................................................................ 132 e-Notifications .......................................................................................................... 133 Events ................................................................................................................................. 133 Logout ................................................................................................................................ 134 Recurring............................................................................................................................ 135 Reminders.......................................................................................................................... 136 Reports...................................................................................................................... 137