Chapter 1 Step 1. Start by choosing the “Payees” tab.
Chapter 1 Step 2. Under the drop-down, select “Add a Company.”
Chapter 1 Step 3. To add a company, you will be required to input information that can be found on your most recent bill.
Chapter 1 Step 4. When the payee info has been completed, select “Next.”
Chapter 1 Step 5. Once you've added a payee, return to the home page. Go to the “Payments” tab.
Chapter 1 Step 6. You can choose to do a one-time or recurring payment. First, we’ll show you how to make a “One-time Payment.”
Chapter 1 Step 7. Choose a payee from your payee list and select “Pay.”
Chapter 1 Step 8. Then select the account you want to pay from, enter the amount of the payment and select the date.
Chapter 1 Step 9. Then select “Pay all.”
Chapter 1 Step 10. Next, we’ll show you a “Recurring Payment.” Go to the home page and select the “Payments” tab.
Chapter 1 Step 11. Select “Recurring Payment” from the Payments drop-down.
Chapter 1 Step 12. Select a payee from your payee list.
Chapter 1 Step 13. Select the account you want to pay from and the amount of the payment.
Chapter 1 Step 14. Next, select series options and then “Submit.”
Chapter 2 Step 1. If you set notifications or reminders, they will display on the home page in the “Reminders” section. Click on “View” to see your reminders.
Chapter 2 Step 2. Now you can view reminders and take any needed action.
Chapter 3 Step 1. When a payment is ready for approval, you will receive a notification on the home page.
Chapter 3 Step 2. Select “Approve now” from the alerts banner.
Chapter 3 Step 3. Review details of payments and approve.
Chapter 4 Step 1. Go to the “Options” tab and select “Manage Users.”
Chapter 4 Step 2. From there, you will see your User List.
Chapter 4 Step 3. To edit permission settings, locate the user you want to edit and select “Permissions.”
Chapter 4 Step 4. Select the “Payments” tab.
Chapter 4 Step 5. Allow the user to schedule payments to any payee or to specific payees that you choose.
Chapter 4 Step 6. Allow the user to schedule payments to all email payees or to specific email payees that you choose.
Chapter 4 Step 7. Set specific payment caps for each payee or set a payment cap that applies to all payees. The user will not be able to exceed this cap when scheduling payments.
Chapter 4 Step 8. Select “Save” to apply your changes.
Chapter 4 Step 9. Determine which accounts the user can make payments from.
Chapter 4 Step 10. You can also grant someone approval permission by selecting the “Approve authority” tab.
Chapter 5 Step 1. Go to the “Options” tab and select "Reports.”
Chapter 5 Step 2. Select the “Payments Processed” tab to view processed payments.
Chapter 5 Step 3. Select the users you want to view and the date range.
Chapter 5 Step 4. Select “Create report.”
Chapter 5 Step 5. Scroll down to view and export the report.
Chapter 5 Step 6. You can follow the same process to pull other reports, including Payment Changes, Payments Stopped and Payees Added.
Chapter 6 Step 1. Scroll down to eBill section.
Chapter 6 Step 2. When a payee is eligible and accepts eBill, you can select “Setup eBill PDF.”
Chapter 6 Step 3. You’ll need to enter your login credentials for the biller's website.
Chapter 6 Step 4. Once you do, choose “Accept and submit.” The eBill setup process will identify your account details using the credentials you provided.
Chapter 6 Step 5. You will then see an eBill confirmation screen. You can choose to setup AutoPay. AutoPay allows you to automatically schedule a payment when an eBill is received.
Chapter 6 Step 6. If you select “Setup AutoPay,” you will be prompted to select a pay from account and make selections regarding payment amount.
Chapter 6 Step 7. Then select your options to send payment. Select “Submit” when done.
Chapter 6 Step 8. Return to the home screen. To complete the eBill set up process, select “Information required” under your payee.
Chapter 6 Step 9. Now pick how you want to receive your identification code and select “Submit.” You will receive your identification code via email or text. You will need to complete the two-factor authentication process to start receiving eBills.
Chapter 6 Step 10. When your eBill payee has been added and confirmed, you can simply select “View eBill PDF” to see your statement.
Chapter 7 Step 1. Start by choosing the “Payroll” tab.
Chapter 7 Step 2. If this is your first payroll deposit, the “Payroll Setup Wizard” will walk you through a simple, three-step process. First, select “Schedule now.”
Chapter 7 Step 3. Set up a new payday schedule and select “Submit.”
Chapter 7 Step 4. Next select “Add employee.”
Chapter 7 Step 5. Enter employee information, status and pay type.
Chapter 7 Step 6. Enter employee account information and select “Submit.”
Chapter 7 Step 7. Now select “Schedule payday.”
Chapter 7 Step 8. Review payroll information and select “Next.”
Chapter 7 Step 9. Enter payment details and select “Next.”
Chapter 7 Step 10. Once your payroll is scheduled, you’ll be able to view a summary of scheduled payments on the Payroll tab.
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