Pueblo Bank and Trust Bank Business Online User Guide for Desktop

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Bill Pay Home Page Overview..................................................................................................61 Add a Payee..................................................................................................................63 Company............................................................................................................................... 63 Individual Electronic Payments: Allowing an Individual to Provide Their Banking Information........................................................................................................................... 65 Individual Electronic Payments: If You Have an Individual’s Account Information...... 67 Individual Check Payments................................................................................................. 69 Activate a Payee.................................................................................................................... 71 Import Payees..............................................................................................................72 Edit a Payee..................................................................................................................75 Delete a Payee.............................................................................................................76 Add and Manage Categories......................................................................................77 Single Payment............................................................................................................78 Edit or Stop a Single Payment....................................................................................79 Create a Recurring Payment......................................................................................80 Edit or Stop a Recurring Payment.............................................................................82 Payment Approval.......................................................................................................84 Add a Transfer Account..............................................................................................85 Delete or Edit a Transfer Account.............................................................................86 One-Time Transfer......................................................................................................87 Edit or Stop a Single Transfer. ...................................................................................88 Recurring Transfers.....................................................................................................89 Edit or Stop a Recurring Transfer..............................................................................90 Transfer Approval........................................................................................................92 Add an Employee. .......................................................................................................93 Edit or Deactivate an Employee.................................................................................95 Schedule Payroll..........................................................................................................97 Edit Scheduled Payroll................................................................................................99 Schedule Extra Payroll............................................................................................. 100 View Past Payroll...................................................................................................... 102 Edit or Stop Scheduled Payroll. .............................................................................. 103 Payroll Approval....................................................................................................... 106 Calendar.................................................................................................................... 107 Company Profile....................................................................................................... 108 Delete or Edit Bill Pay Accounts.............................................................................. 109 Modify User Permissions......................................................................................... 110 Personal Profile........................................................................................................ 111