Add a Group and Manage Groups

What Can I Do? Add a group Move a biller to a group Sort the billers in the group Collapse or expand a group Hide or show a group Rename a group Delete a group

You can create groups 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 consultation services. You can create up to 60 groups. The way you organize 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).

To go to Add and Manage Groups:

• Click Add/Manage Groups on the Payment Center page.
  The Add a Group and Manage Groups page opens.

Adding a group

You can add a group to make it easier to find your billers. For example, you can create a group for your utility billers, or a group for billers who provide consultation services.

To add a group:

1. Click Add/Manage Groups.
   The Add a Group and Manage Groups page opens.
2. In Group Name, type a name for the 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).
   Tip: Groups are displayed in the Payment Center in alphabetical order, and the Unassigned group is always last. You can use a number at the beginning of a group's name to make it appear first in the list.
   
3. Click Add Group.
   The new group is added to the Payment Center.

Now that you have created the new group, you may want to move billers to the group.

Moving a biller to a group

You can move a biller from the Unassigned group to a new group, or you can move a biller from one group to another group.

A biller can only be assigned to one group. However, you can set up multiple bills for the same company. For example, if the same company provides your office 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.

To move a biller to a group:

1. Click Add/Manage Groups.
   The Add a Group and Manage Groups page opens.
2. Find the biller you want to move to a different group.
   
3. In Change Group, select a group.
   The biller is moved to the selected group.

Sorting billers in a group

You can sort the billers in ascending or descending alphabetical order by clicking the arrow icon in the group's Biller Name column in the Payment Center.

Note: Branch Business Bill Pay tracks how a group is sorted based on the individual user and 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 that computer. However, you may need to also sort it in ascending order on your work computer. Each user will have a customized sort view, independent of other users.

Collapsing or expanding a group

You can collapse a group in the Payment Center to hide the list of bills and only display the group's name. You can expand the group if you need to view the list of billers.

To collapse or expand a group:

• Click the +/- icon next to the group you want to collapse (-) or expand (+).

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 that computer. However, you may need to also collapse it on your work computer.

Hiding or showing a group

By default, all groups appear in the Payment Center. If you no longer need to see a group in the Payment Center but you don't want to delete it, you can hide the group. For example, a group might contain a list of billers that no longer need to be paid, but you want to keep the billers grouped together in case you need to review the payments.

To hide or show a group:

1. Click Add/Manage Groups.
   The Add a Group and Manage Groups page opens.
2. Clear the Show check box next to the group you want to hide, or select the Show check box to show a group.

Renaming a group

You can rename a group to make it easier to find and pay bills. For example, you can add a number at the beginning of a group's name to change how the group is sorted in the Payment Center. Some users add notes such as "PAID" for groups that contain billers that have been paid in full.

To rename a group:

1. Click Add/Manage Groups.
   The Add a Group and Manage Groups page opens.
2. Click Rename Group next to the group you want to rename.
   The group name changes to a box in which you can enter a new name.
3. Type your changes in the box.
4. Click Save Changes.
   The box closes and your changes are saved.

Deleting a group

You can delete a group if you no longer need to organize specific billers together. When you delete a group, the billers in the group are moved to the Unassigned group.

Tip: If you want to keep the billers grouped together but you don't want to see them in the Payment Center, you can hide the group.

To delete a group:

1. Click Add/Manage Groups.
   The Add a Group and Manage Groups page opens.
2. Click Delete Group Name next to the group you want to delete.
   The group is removed from the Payment Center, and the billers in the group are moved to the Unassigned group.