Western Your Guide to Business Online Banking

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Manage Accounts Tagging an Account

Apply tags to your accounts based on how you want to organize them—like payments, collections or payroll. You can add, edit, or remove tags anytime to customize how your accounts appear in your dashboard.

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Click the “View All Accounts” link at the bottom of the accounts list. 1. Select “Add Tag” from the drop-down. 2. Enter a tag name. 3. Select the accounts to apply the tag to. 4. Click the Add Tag button.

5. After a tag is added on the Manage Account page, when you return simply use the All Accounts drop-down to choose the tag to display the accounts you would like to view instead of all accounts. To switch back to the All Accounts View, click on the ‘X’ on the tag to unsort the list.

Manage Accounts: Tagging an Account