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Online Banking Tip of the Day: Assign Categories to Payees in CNBillPay for the New Year

January 7, 2013

Did you know you can group your payees into assigned categories in CNBillPay?
How:  The categories that you create can be assigned to your payees at the time you create the category, at the time you add a payee or while editing a payee.  The option to select a category will be available at different points when you ‘Add a Payee’, depending on the kind of payee you are adding.  Select from your categories by using the ‘Payee Category’ drop-down when you add a payee.  When you ‘View Payees’ you can select a category for that payee by clicking ‘Edit’, select a ‘Payee Category’ and click ‘Submit Changes’.  To help simplify and organize your payees, assign categories to them this new year.

Related Tips:
Create CNBillPay Categories for the New Year
Add All Your Bills and More to CNBillPay for the New Year
Using the Categories in CNBillPay to Help Organize your Payees

If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.
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Online Banking Tip of the Day