Spencer Savings Bank Cash Management Guide
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Individual Electronic Payments: If You Have an Individual’s Account Information .. 155 Individual Check Payments.............................................................................................. 157 Activate a Payee ................................................................................................................ 159 Import Payees .......................................................................................................... 160 Edit a Payee .............................................................................................................. 163 Delete a Payee.......................................................................................................... 164 Add and Manage Categories .................................................................................. 165 Single Payment......................................................................................................... 166 Edit or Stop a Single Payment ................................................................................ 167 Create a Recurring Payment................................................................................... 168 Edit or Stop a Recurring Payment.......................................................................... 170 Payment Approval ................................................................................................... 172 Add a Transfer Account........................................................................................... 173 Delete or Edit a Transfer Account.......................................................................... 174 One-Time Transfer................................................................................................... 175 Edit or Stop a Single Transfer................................................................................. 176 Recurring Transfers ................................................................................................. 177 Edit or Stop a Recurring Transfer........................................................................... 178 Transfer Approval .................................................................................................... 180 Calendar.................................................................................................................... 181 Company Profile ...................................................................................................... 182 Delete or Edit Bill Pay Accounts ............................................................................. 183 Modify User Permissions ........................................................................................ 184 Personal Profile........................................................................................................ 185 e-Notifications .......................................................................................................... 186 Events ................................................................................................................................. 186 Logout ................................................................................................................................ 187 Recurring............................................................................................................................ 188 Reminders.......................................................................................................................... 189 Reports...................................................................................................................... 190
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