Bill Management Help

You can pay a bill in multiple locations:

Overview Page (Tab):

• Click on the drop-down menu icon to the right of the bill you would like to pay
• Click on Pay Now
• Enter the required payment information

Accounts Page:

• Select a billing account from the accounts list on the left
• Click on the Pay button located on the account card
• Click on Pay Now
• Enter the required payment information

You can select a payment method while paying a bill after clicking on Pay Now for a bill, then clicking on Setup Bill Pay on the first payment pop-up screen. You can also pre-select/change a payment method in multiple other locations.

Accounts Page:

• Select the Accounts Page
• Select a billing account from the Accounts list
• Click on the Payment Settings tab
• Select a payment method from the Payment Method drop-down
• Designate the specific payment method account using the Pay From and Account Number drop-downs
• Click on Save Changes

Dashboard Page:

• Select the Dashboard Page
• Click on the "Link Bills" button on the Cash Flow chart
• Designate which of your Bank or Credit Card accounts you use to pay your bills
• Click on Save

Your due bills will show against the designated payment accounts on the Cash Flow.

There are two ways you can mark bills as "Paid".

From the Overview Page:

• Click the menu arrow icon (located to the right of the bill).
• Select “Mark as Paid” from the menu options
• The bill will then be moved to the Scheduled and Paid area of the Overview Page and the Payment Status will show as "Paid"

From the Accounts Page:

• Select the account you would like to mark as Paid from the My Bills list
• In the Account Card, click on the green Pay Button
• Then click on "Mark as Paid"

You can enable/disable and update your Alert settings for an account as follows:

• Click on the Accounts Page
• Select an account from the Accounts list
• Select the Account Card (if you have multiple accounts under a provider) for the account you would like to modify your Alerts settings
• Select the Alert Settings tab
• Enable your alert settings
• Click Save

You can apply the settings you modified to all of your billing accounts by clicking on Use These Settings for All Bills at the bottom of the Alert Settings tab of Billing Accounts.

You can apply the settings you modified to all of your Money accounts by clicking on Use These Settings for All Money Accounts at the bottom of the Alert Settings tab of Money Accounts.

You may have many accounts with one Provider and some of them may not be active. You can disable accounts that are no longer active. This is especially useful if you want to keep the documents for historical purposes but don’t expect to get any new documents downloaded for an account.

You can also hide an account that you don’t need to see all the time. It is important to note that an Account cannot be hidden if it is the only account for a provider.

 Here are the steps for disabling and/or hiding an account:

• Click on the Accounts Page
• Select the Provider for which you want to disable an account from the list of Providers on the left
• Click on the menu gear icon in the top-right corner of the account
• Select Manage Accounts
• Check the Disable and/or Hide
• Click Save

Disabled accounts will not be refreshed but all downloaded statements and data will be retained.
Hidden accounts will not display.

You can delete an account as follows:

• Select the Accounts Page
• Select the Provider that you would like to delete from the Accounts List
• Click on the menu icon located at the top-right corner of the Account
• Select "Delete Account"

NOTE: If you have multiple accounts linked under the provider, ALL accounts for that provider will be deleted.

Here are the steps for nicknaming your accounts:

• Click on the Accounts Page
• Select the account from the Accounts list
• If the Provider contains more than one account, select the account card for which you want to set a nickname.
• Click on the Payee Info Tab
• Change the default Nickname to one of your choice
• Click on Save Changes

Below is how you can download your account ebills/statements unto your computer

• Click on the File Cabinet page
• Depending on the account type for which you would like to download documents for (Billing Account or Bank/Money Account), click on the My Bills or My Statements Tab
• Select the provider folder
• Select all bills/statements in the folder or select specific  bills/statements to download
• Once documents have been selected, a Download button will appear.
• Click on the Download button and all selected documents will then download unto your computer.

You can modify the order of your Billing accounts on the Accounts Page by doing the following:

• Click on the Accounts Page
• At the top of your My Bills list, click on the drop-down arrow
• Click on Sort
• Select a sort for your Bills (Alphabetical, Bill Status, Due Date, Category, Amount)

You can modify the order of your My Money accounts on the Accounts Page by doing the following:

• Click on the Accounts Page
• At the top of your My Money list, click on the drop-down arrow
• Click on Sort
• Select a sort for your Bills (Alphabetical, Category, Current Balance)

You can filter your bills on the Accounts Page by doing the following:

• Click on the drop-down menu at the top of your My Bills list
• Select the Filter option
• Select a Filter for your bills (Paid, Unpaid, Due Later, Due Now, Overdue, Auto Pay, Scheduled)
• Depending on the filter option you choose, EX: "Unpaid", we will filter your bills to show ONLY your bills with an Unpaid payment status in the Accounts List
• You can clear your filter at any time by clicking on the drop-down menu -> Filter -> Clear Filter

We queue all of your accounts for refresh as soon as you log in. However if you notice current data is not displaying for one of your accounts, you can manually refresh your account(s). There are multiple ways to manually refresh your accounts on Bill Management:

On the Overview Page:

• Click on the drop-down menu arrow icon to the right of an account
• Click on Refresh

On the Accounts Page:

• Select an account from the accounts list
• Click on the menu icon in the top-right corner of the account
• Select Refresh Account
• Clicking on the circular refresh icon at the top of the account also refreshes the account

To do a mass refresh of all your accounts:

• Click on the Accounts Page
• Click on the drop-down menu arrow at the top of your My Bills accounts list
• Select Refresh All