Why should I group my billers?
Groups allow you to organize your billers to make them easier to find in the Payment Center. For example, you can create a Utilities group to organize your electric, gas, and phone billers or a Consultants group to organize billers who provide various consultation services.
What is the Unassigned group?
Initially, all billers are organized in the Unassigned group. When you create a group, you can move your billers from the Unassigned group to the new group.
Can I group my billers without changing what other users see?
Yes.
The way you group your billers doesn't affect what other users see. For example, you might group billers by payment frequency (annually, monthly, and quarterly) and another user might group billers by vendor type (insurance, consultants, and utilities).
What are the rules for naming a group?
The group's name can be 1-32 characters long, and it can contain any characters except angle brackets < >, the equals sign =, or parentheses ( ). We don't recommend starting a group's name with a special character (such as an asterisk or hyphen).
What are some tips for naming groups?
Name your groups to organize the billers in a system that is meaningful to you. The way you prefer to arrange billers may be different than the way another user prefers to arrange them.
For example, if you are a business owner, you might prefer to group your billers by vendor type (insurance, consultants, and utilities). On the other hand, if you are the office manager who pays the bills, you might prefer to group your billers by payment frequency (annually, monthly, and quarterly).
Notice how the following six billers are grouped differently: car insurance company, liability insurance company, phone company, gas company, business consultant, and tax accountant.
Example of business owner grouping:
| Group Name | Biller |
|---|---|
| Insurance | Car insurance company
Liability insurance company |
| Consultants | Business consultant
Tax accountant |
| Utilities | Gas company
Phone company |
Example of office manager grouping:
| Group Name | Biller |
|---|---|
| Annual Billers | Liability insurance company
Tax accountant |
| Monthly Billers | Gas company
Phone company |
| Quarterly Billers | Business consultant
Car insurance company |
You can also name a group by services rendered, company type, or inventory supplier. The groups that begin with alpha characters will appear after any group that begins with numeric characters.
Note: Use alpha and numeric characters for group names. We don't recommend starting a group's name with a special character (such as an asterisk or hyphen).
Can I rename a group?
Yes.
You can rename a group to change its sort order or to make its name more descriptive. For example, you might change a group's name from Services to Consultant Services.
How do I add a biller to a group?
Click Add/Manage Groups on the Payment Center page.
Can I add a biller to more than one group?
No.
A biller can only be added to one group. However, you can add multiple bills for the same company. For example, if the same company provides your home phone, mobile phone, and Internet service, you can add each bill separately if each one has a different account number. These separate bills can be assigned to different groups.
Can I sort the groups in the Payment Center?
No.
The groups are always sorted alphabetically.
Tip: You can use a number as the first character in a group's name to make it appear at the top of the list.
Can I sort the billers in a group?
Yes.
You can click the arrow icon in the Biller Name column to sort the billers in ascending or descending order.
Note: Branch Business Bill Pay tracks how a group is sorted based on the computer you are using. For example, if you sort a group in ascending order on your home computer, it will be sorted in ascending order the next time you use your home computer. However, it will not be sorted in ascending order if you use your work computer.
Can I hide a group?
Yes. You can hide or collapse a group.
If you hide a group, it does not appear in the Payment Center. You may decide to hide a group if you are no longer paying any of the billers in the group, but you don't want to delete the billers. You can hide a group on the Add a Group and Manage Groups page.
If you collapse a group, the group name appears in the Payment Center, but the billers are hidden. You may decide to collapse a large group to shorten a long list of billers. You can collapse or expand a group by clicking the +/- icon in the Payment Center.
Note: Branch Business Bill Pay tracks whether a group is expanded or collapsed based on the computer you are using. For example, if you collapse a group on your home computer, it will be collapsed the next time you use your home computer. However, it will not be collapsed if you use your work computer.
Can I delete a group?
Yes.
When you delete a group, all of the billers in the group are moved to the Unassigned group.