Northfield Savings Bank Business Online Banking User Guide

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Creating and Editing Account Labels Account labels allow users to organize their accounts. While these labels may be visible to all users, only users with enabled Manage Company Policy rights can create them.

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In the Cash Management tab, click Company Policy . 1. Click the Accounts tab. 2. Check the box next to a specific account. 3. Click the

Edit Labels icon to make changes to an account’s label. 4. (Optional) To create a new label, enter a new label name and click the Create button. The new label will now appear in the list below. 5. Check the box next to an existing label to add it to the account and click the Update button. 6. Click the Save button. 7. Click the Save button when you are finished making changes.

Company Policy: Editing Company Policy