How to manage your payees?

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• How to download payees report for a specific period?

  Step 1: Click on More and choose Report . Step 2: Choose Get Report. Step 3: Please select the appropriate options to either send to your email or download.

• What is Default Payment processing, and how is it done? (Process Now)

  A default payment process means the user can set a default payment method for payees. For example, if the user has five payees, the user can set how these five payees can process the check as an e-check, mail check, or printed check. Afterward, the ...

• How to delete a payee?

  Step 1: Go to the payees list. Step 2: Click on the three dots next to the payee you want to remove and simply click Delete.

• How to Get Virtual Cards?

  Click Cloud Bank from main menu, Select bank account & click Manage My Cards. Click + Add Card. Select Virtual Card, Enter Card Label, Enter Spending Limit, Select Period & Click Next. Enter Address, City, State, Zip, Country & Click Submit.

• How to Activate a Physical Card?

  Click CLOUD BANK from main menu, Select Bank Account & click MANAGE CARDS Select the card & click ACTIVATE CARD Enter Last 4 Digits of your card, Expiry Month & Expiry Year & Click ACTIVE