Welcome (Dashboard) Screen

When you login the Welcome (Dashboard) Screen is displayed. At the top of the screen are icons:

• Your last login date and time are shown at the top of the screen.
• Select Customer: By default all accounts are shown in the system, if you wish to view only the accounts attached to a particular CIF (customer interface number with the banking system), please select the CIF number.
• The number of new unread messages (click to view screen) from the bank are shown.
• The number of transactions pending for your authorisation (click to view screen) are shown.
• Contact Us Links are available on the side of the screen.

WIDGETS

The general widgets are:

• Welcome messages displayed by the bank.
• Account Details.
• Exchange Rates.
• Personnel Financial Management Chart click to view the screen.

  This screen displays your personal financial management chart. You defined the categories on the Transactions Categories Screen. You can view the total amount of all transactions assigned to a specified category. You can also zoom in within the chart to view a more detailed analysis for a specific period by clicking with the mouse within the chart program.

  This screen is for you to set-up transaction categories to be used in the presentation of data on your Personal Financial Management Chart. Transactions categories will then be available on transaction processes, so you can assign a transaction to a category.

  Processes View/Create/Edit/Delete

  • Account: Select the account number. Categories that have already been set-up with be displayed on the screen.
  • Click Edit to edit the name of the category.
  • Click Create New to create a new category.
  • Category Name/Description: Enter a name.
  • Chart Display Colour: Select the colour from the list.
  • Click Save.
  • You can only delete a category if there are no transactions assigned to that category.

  See Assign Transactions to Categories.

  This screen provides a history of all your completed transactions, you can assign categories to these transactions.

  Process Options

  Searching

  • Select the Account you wish to view from the drop down list.
  • Quick Search: Click, Last 10, 20 or 30 transactions.
  • Using the Filter By Option select the transactions you are interested in:
    • You can select by the Transaction Type, Transaction Category and Period.
    • To select by a date range you must first select the User Defined option and then enter the Date From and Date To.
    • Once you have made your selection click View, your selected criteria will be retrieved by the system.
    • Click Clear to remove the filter options.

  Assign Categories

  • Check the Select check box of the transaction you wish to assign.
  • Select the Category. Note: Select the category Unassign, to remove the category.
  • Click Save.

  Create New Category

  • Click Create New Category. You will be re-directed to the Transaction Categories screen.
  • Click Create New to create a new category.
  • Category Name/Description: Enter a name.
  • Chart Display Colour: Select the colour from the list.
  • Click Save.

  • Account: Select the account you wish to view.
  • You can view the details as a Line Chart or Donut Chart.
  • Click Reset to reset your selections.
• See Customise My Widgets.

  Widgets are tools or objects that you can arrange on your home page. Some widgets contain "at-a-glance" data.

  • The available widgets are displayed on this screen.
  • To display a widget on your Welcome Dashboard Page, check the activate box.
  • Click the My Dashboard menu to view the widgets.
  • You can re-arrange the widgets, click and drag the widget, when you see a box appear, you can drop the widget into place.

New Customer

• It is strongly recommended that you change your password and do not divulge the details to anyone Change User Password

  For your own security we recommend that you change your Password frequently. Never reveal your Password to anyone.

  • User ID: Displays your current User ID.
  • Existing Password: Enter your current Password.
  • New Password: Enter a new Password within the following limitations:
    • You are not allowed to reuse your old password.
    • You are not allowed to use a sequence of identical characters.
    • Your New Password should be different from your current User ID.
    • Password length is defined by the bank, an error message will appear if you input the incorrect length with the correct number of characters.
  • Advice: You should not use Passwords consisting of:
    • Months, weekdays, birthdays or any other form of date
    • Family names, initials or license numbers
    • Names, ID number or any other bank references
    • Phone numbers or consecutive number series
    • Dictionary words
  • Confirm New Password: Enter your New Password for confirmation.
  • Security Question: Select a question.
  • Answer: Enter your answer.

• It is important to have the correct contact details in the internet banking for the sending of passwords and SMS Alerts, see Edit My User Profile

  This screen is to edit your contact details for the internet banking. It is important that these details are correct as they are used for sending passwords, SMS Alerts and SMS passwords (TAN).

  Process Options

  • Email: Enter your email address you wish to receive passwords for the internet banking.
  • Telephone Number: Enter your telephone number for the bank to contact you on.
  • Mobile Phone Number: Enter your mobile phone number you wish to receive SMS Alerts and passwords for the internet banking.
  • Click Save.
• To choose which processes you want to receive an SMS Alert to your mobile phone, see SMS Alerts Administration

  This screen is to maintain your SMS alerts.

  • Click on the plus sign User Based Alerts.
  • Check the active check box of the processes you wish to receive an SMS alert for on your mobile phone.
  • Click Save.
  • Note: The SMS alert will be sent in the same language as the transfer was made in.

• SMS Banking: To maintain your accounts and cards you wish to use, see SMS Banking Configuration

  This screen is to maintain the accounts and cards you wish to access over the SMS Banking service.

  Process Options

  To complete your SMS Banking Setup kindly follow the guide below:

  • Create and enter an account SMS Alias for each account to be used. The Alias created must be a letter and a number unique to your accounts, e.g. A1.
  • Enter the Mobile Phone Number from which you will send SMS Transactions. Include your area code, e.g. 18769999999
  • Create a SMS PIN and then select Validate. The SMS Pin should be five (5) digits long and cannot be the same as your regular Transaction PIN.
  • You will be required to enter the TAN code received on your mobile device.
  • Once completed, additional instructions to use this feature will be sent to your email address.

• Choose how you wish your accounts to appear in the Internet Banking System, and add account aliases, see Account Personalisation screen.

  This screen is for you to maintain how you wish to display your accounts in the system.

  Process Options

  • Account Alias: You can easily rename each account for your own benefit by completing the Account Alias. This alias will be reflected in all account selection lists inside the Internet Banking System (optional).
  • Priority: Enter a number for the order in which you wish the accounts to appear in the Internet Banking System (optional), e.g. 1,2,3.
  • Click Save.

• You can access all the functions in the system from the Main Menu, or you can use the Favorites menu on the side of the screen, see Customise My Favorite Menu.

  This screen gives you the option to customise your Favourites menu.

  • In the column View On My Menu, check the check boxes of the screens you wish to appear on your menu.
  • Click Save to save the changes.