How do I sort my bill history information?
Click the column headers on the View Payments and Bills page to sort the payments and bills in ascending or descending order.
- Biller Name displays information by biller. For each biller, you see the payments and bills sorted by pay date and amount.
- Category displays information by the category assigned to the biller. For each category, you see the payments and bills sorted by biller name and pay date.
- Account displays information by payment account. For each payment account, you see the payments and bills sorted by pay date and amount.
- Amount displays information by the payment amount or the amount due for the bill. For each amount, you see the payments and bills sorted by pay date and biller name.
- Pay Date displays information by the date when the biller received payment. For each pay date, you see the payments and bills sorted by biller name and amount.
- Status displays information by the payment status. For each status, you see the payments and bills sorted by pay date and amount.
- Initiated By displays information by the authorized user who initiated the payments. For each user, you see the payments and bills sorted by biller name and pay date.
How do I search for payments and bills?
You can view bill and payment information by predefined date ranges, such as the past 30 days and future or past 180 days and future. You can also enter your own range of dates within the past 18 months (540 days).
You can search for payments and bills by:
- Biller name
- Category
- Payment status
- Account number
- User who initiated the payment
How do I categorize the billers?
Branch Business Bill Pay automatically assigns a category to each biller based on standard industry codes. These categories help you organize and track your bill payments.
If a biller or an individual isn't associated with a standard industry code, Branch Business Bill Pay assigns it to the category Uncategorized. You can go to Manage Bills and change the category for any biller to clearly identify the type of payment. For example, you may pay an individual for maintenance or repair services. You can find the person in your list of bills and change the category. Changing the category affects all payments for the biller.
You can add categories to organize your bills to meet your specific needs. For example, you may want to track your expenses separately for office equipment and supplies. In this case, you might want to add two new categories: Office Equipment and Office Supplies. Keep in mind that you cannot delete a category or change a category name. You can, however, assign any new or existing category to your biller.
When would I file a bill?
You can file any electronic bill that you don't plan to pay using Branch Business Bill Pay. You can specify that the bill either has been paid outside of Branch Business Bill Pay (for example, by writing a check) or has not been paid (for example, the bill has a zero balance or a credit balance). You can also add or update an optional note with information about the payment.
What should I type for the bill note?
Your note can contain information about the bill and its resolution. You can add a note when you file an electronic bill. You can also add or update a note when you update a filed bill's details. You can type a maximum of 80 characters.
Tip: If you don't find the method used to pay the bill in the Payment Method list, select Other and provide a brief description of the payment method in the Bill Note box.
How is the note used?
Branch Business Bill Pay displays the note on the Bill Detail page when you view the details of the bill. The note serves as a reminder of the bill's resolution.