Reporting User Guide. Version Oct 2011 Page 1 of 65

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Reporting User Guide. Version Oct 2011 Page 1 of 65"

Transcription

1 Version Oct 2011 Page 1 of 65

2 Table of Contents Purpose Quick Balances Quick Balances Setup Scheduled Statement Reporting Scheduled Daily Operating Account Statement Scheduled Intra-day Statement Scheduled Daily Operating Account Statement Via Statements Reporting Operating Account Statements Based On Date Range Selection HTML, PDF And CSV Reports Intra-day Statements Cash Info Manager Quick Reference Trade Info Manager Trade Transactions Covered Trade Info Manager Create Report Select Product & Sub-Product Select Columns & Sorting Select Filter Settings Select Schedule & Delivery Manage Reports Shared Reports Report View & Report Running Online Copy Report Delete Report Export Report Detailed Report View Create & Save Alerts Create Alert Manage Alerts Quick Search...65 Disclaimer This document is issued by Standard Chartered Bank ( SCB ). While all reasonable care has been taken in preparing this document, no responsibility or liability is accepted for any errors of fact, omission or for any opinion expressed herein. You are advised to exercise your own independent judgment (with the advice of your professional advisers as necessary) with respect to the risks and consequences of any matter contained herein. SCB expressly disclaims any liability and responsibility for any losses arising from any uses to which this document is put and for any errors or omissions in this document. This document contains information that is proprietary to SCB and should not be circulated to third parties without SCB s prior written approval. Version Oct 2011 Page 2 of 65

3 Purpose The Reporting Easy Reference Guide has been created with the intention in showing users quick and easy steps in getting account statement balances. 1. Quick Balances The Quick Balances section displays the balances for up to Three Operating and Three Deposit accounts you have selected to be your defaults. The balances displayed based on the previous day as well as the latest available balance (if available) Quick Balances Setup Step 1: Click Home Click Select Accounts Version Oct 2011 Page 3 of 65

4 Step 2: From the drop down list: Select Account Class Select Company Select Bank Select Currency Select Account Number Click Save Step 3: Clicking on the hyperlinks will allow you to drill-down into the reports to obtain a greater level of detail. Version Oct 2011 Page 4 of 65

5 2. Scheduled Statement Reporting 2.1. Scheduled Daily Operating Account Statement Step 1: Select Reports Cash Operating Account Statement Version Oct 2011 Page 5 of 65

6 Step 2: Select Company Select Currency Select Account Number Specify whether Credit/Debit amount to be shown Specify Sort On by Amount Specify Sort Order Ascending or Descending Specify Consolidated Statement Yes or No Click Save as Template Version Oct 2011 Page 6 of 65

7 Step 3: Enter Template Name Specify Public or Private Template Click Add A Schedule Version Oct 2011 Page 7 of 65

8 Step 4: Specify Schedule Start Date Specify the frequency of the report Specify the report format to be received in PDF or CSV or Message format Click Save Template Click Close Version Oct 2011 Page 8 of 65

9 Once generated, an alert message will appear in the Straight2BankMessage Center on the homepage to notify you that the schedule query is available. Click on the alert message to view the report. Click Report Link Version Oct 2011 Page 9 of 65

10 Click Open or Save Note: Straight2Bank Web Statements will only be available for 90 days. Kindly perform the required backup of the statements downloaded at your end for future retrieval. Version Oct 2011 Page 10 of 65

11 2.2. Scheduled Intra-day Statement Step 1: Select Reports Cash Intraday Transaction Details Version Oct 2011 Page 11 of 65

12 Step 2: Select Company Select Account Number Specify whether Credit/Debit amount to be shown Specify Sort On by Amount Specify Sort Order Ascending or Descending Specify Consolidated Statement Yes or No Click Save as Template Step 3: Enter Template Name Specify Public or Private Template Click Add A Schedule Version Oct 2011 Page 12 of 65

13 Step 4: Specify Schedule Start Date Specify the frequency of the report Specify the report format to be received in PDF or CSV or Message format Click Save Template Click Close Version Oct 2011 Page 13 of 65

14 Once generated, an alert message will appear in the Straight2BankMessage Center on the homepage to notify you that the schedule query is available. Click on the alert message to view the report. Click on the alert message to view the report. Click Report Link Version Oct 2011 Page 14 of 65

15 Click Open or Save Note: Straight2Bank Web Statements will only be available for 90 days. Kindly perform the required backup of the statements downloaded at your end for future retrieval. Version Oct 2011 Page 15 of 65

16 2.3. Scheduled Daily Operating Account Statement Via Below are the steps for setting up scheduler for delivery PDF Operating Account Statement for via Info Manager . Step 1 Navigate to Cash Management Reports / Info Manager Click Manage Reports Step 2 Under Manage Cash Reports Tab Select Adhoc Reports Check against the Adhoc Statement Click Edit Report Version Oct 2011 Page 16 of 65

17 Step 3 Enter Report Description if applicable. (Optional) Under Filter Settings, select the accounts information need for report generation. Select the accounts information need for report generation. Go to Schedule & Delivery Tab Specify the scheduling criteria for delivering the PDF Operating Account Statement Click Save Report. Specify the scheduling criteria for delivering the PDF Operating Account Statement. Version Oct 2011 Page 17 of 65

18 3. Statements Reporting 3.1. Operating Account Statements Based On Date Range Selection Step 1: Select Reports Cash Operating Account Statement Version Oct 2011 Page 18 of 65

19 Step 2: Select Company Select Currency Select Account Number Specify the date range Specify whether Credit/Debit amount to be shown Specify Sort On by Amount Specify Sort Order Ascending or Descending Specify Consolidated Statement Yes or No Click Run Report Version Oct 2011 Page 19 of 65

20 Step 3: Click Print 3.2. HTML, PDF And CSV Reports After clicking on Print Report in HTML format will be launched. HTML Report Version Oct 2011 Page 20 of 65

21 Other Reporting Format Available:- PDF Report Format CSV Report Format When click on Request as PDF, below message will be reflected. When click on Request as CSV, below message will be reflected. Version Oct 2011 Page 21 of 65

22 To retrieve the PDF and CSV reports, perform steps listed below. Click Home Go to Straight2BankMessage Center Click on the alert message to view the report. Click Report Link Version Oct 2011 Page 22 of 65

23 Click Open or Save. Note: Straight2Bank Web Statements will only be available for 90 days. Kindly perform the required backup of the statements downloaded at your end for future retrieval. Version Oct 2011 Page 23 of 65

24 3.3. Intra-day Statements Step 1: Select Reports Cash Intraday Transactions Details Version Oct 2011 Page 24 of 65

25 Step 2: Select Company Select Account Number Specify whether Credit/Debit amount to be shown Specify Sort On by Amount Specify Sort Order Ascending or Descending Click Run Report Step 3: Click Print After clicking on Print Report in HTML format will be launched. Other Reporting Format Available:- PDF CSV Refer to page 16 to 18 for PDF and CSV reports generation steps. Version Oct 2011 Page 25 of 65

26 4. Cash Info Manager Quick Reference The Cash Info Manager module enables users to :- 1. Self administer the creation and scheduling of customized reports. 2. Deliver reports via Send an EOD statement and intraday advices. Steps To Be Performed Under Info Manager Cash Use Info Manager to create Operating Account Statement. Click Create Report. Version Oct 2011 Page 26 of 65

27 Create a Custom Report Specify the Report Name Specify Report Description Select Both Under Columns & Sorting Tab Specify the type of Data for Operating Acc Statement to be reflected in the report. Specify the Sort Order - eg by Account Name in Ascending order. Options Available: Data to be reflected: Version Oct 2011 Page 27 of 65

28 Under Schedule & Delivery Tab Click On for Schedule & Delivery Specify Start Date & End Date Specify Frequency Daily or Weekly or Monthly. Specify the time where the report should be delivered in 24Hrs format. Specify the Delivery Format CSV or Excel only. Specify the Delivery Channel Specify To the recipients address. Tick against the box for. Input the content for Custom Body. Tick against the box for. Click. Version Oct 2011 Page 28 of 65

29 From here user can perform 3 options 1. Run Report 2. Save Report 3. Save and Run Report By clicking the Scheduled Custom Report Ops Acc Statem will be saved and the HTML report will be reflected. Version Oct 2011 Page 29 of 65

30 Run Report in HTML View. From here, user can either:- Print All Export All Reports Version Oct 2011 Page 30 of 65

31 Print All When click the HTML Report will be launched. Sample Printout. Version Oct 2011 Page 31 of 65

32 Export All Reports Select Excel File Click Export Click Save for saving the excel file to a local PC drive. Sample Excel Report. This same excel report will be delivered via as well. Version Oct 2011 Page 32 of 65

33 Other Useful Information Straight2Bank Web Form Domain As of now 256 characters is the maximum allow field length in domain column. If more than 1 Domains are entered should it be by Comma. Info Manager Cash Report Delivery Format If ZIP format is selected, sent to the recipient will contain a ZIP file as illustrated below:- When click on the ZIP file, it will prompt the recipient for password during the extraction process. Version Oct 2011 Page 33 of 65

34 If PDF format is selected, sent to the recipient will contain a PDF file as illustrated below:- When click on will prompt the recipient for password., it Version Oct 2011 Page 34 of 65

35 PDF file will be launched after successful password entry and recipient can retrieve the attachments from the PDF itself. Sample Excel Report. Version Oct 2011 Page 35 of 65

36 5. Trade Info Manager The Trade Info Manager module enables users to create customized reports, view transaction data online and receive alerts when trade activities they have previously selected occurs. Trade Info Manager will eliminate a large percentage of manual intervention required for traditional report generation. 5.1 Trade Transactions Covered Trade Info Manager will support the following trade transactions. IMPORTS Letter of Credits Bills lodged against L/C Documentary Collections EXPORTS Letter of Credits Bills lodged against L/C Documentary Collections 5.2 Trade Info Manager Step 1: Select Reports Info Manager Create Report Manage Report Create Alert Manage Alerts Quick Search This will help you create a new product specific Trade report, designed to your personal specifications. Using this option you can run, edit, copy and delete existing reports Use this tool to set up alerts in few easy steps. To edit, copy or delete your existing alerts. This helpful function enables you to run a search on an individual transaction. In case the full transaction details are not known the search functions include the ability to use wild-card characters to find the correct information. Version Oct 2011 Page 36 of 65

37 5.3 Create Report To begin, select Create Report from the Info Manager menu. Here you are able to select your desired product and sub-product from the two drop down menus. Once completed, you can proceed to the selection of the various columns for your report. At the end of this section, you will be able to create customized views of your trade transactions. In a few simple steps you can define your Report Filter, Report Layout, Fields, Sorting order, Delivery Schedule, Delivery Channel and finally the Format for delivery. Version Oct 2011 Page 37 of 65

38 5.3.1 Select Product & Sub-Product Step 1: Select Reports Info Manager Create Report Step 2: Select Select a Product Select a sub product Click Create Report Version Oct 2011 Page 38 of 65

39 5.5.2 Select Columns & Sorting To create Reports, Info Manager provides three tabs: Columns & Sorting Filter Settings Schedule & Delivery Where you will be prompted to fill in or select relevant information. Once you are ready with this tab, select next tab, i.e. Filter Setting. Step 1: Columns & Sorting Enter Report Name Enter Report Description Select Columns from this list. Press Ctrl key and click on individual items for multiple selections. Click on the or to move the selected items These options allow you to change column name and sorting order. Version Oct 2011 Page 39 of 65

40 5.3.3 Select Filter Settings Filters enable you to fine tune the data which will appear in your report. Select those filters which are most appropriate to your report. Step 1: Filter Settings Select available filter criteria from this list. Press Ctrl key and click on individual items for multiple selections. Click on the or to move the selected items Click Continue button when complete OR Click Reset button to clear selections. Version Oct 2011 Page 40 of 65

41 Depending on the type of filter selected (i.e. text box, numeric, date etc. as shown in previous page) list boxes, text boxes or calendar are displayed as appropriate to your choice. Step 2: Options available Click Save to save report. OR Click Run report OR Click Reset to clear information This section allows you to select appropriate options for each of your selected filter criteria. NOTE: You can use the built-in calendar tool. To run the report online, system will prompt you to enter values, for generation of the report online. You can also use Text fields which supports wild-card characters e.g. %. If you wish to filter a Beneficiary name which has a pattern like, Company in between, you can use a combination of wild-card character and text (e.g. %company% ) in Beneficiary text box. For your ease of use, we have designed the date field to support all types of Roll Over Dates, which are: Current Date : Report will show result as of system date Last Month : Report will show result for last month Between two dates : Report will display result between the from and to dates Before any specific date : Report will show result based on a specified Before Date. After any specific date : Report will show result of dates between After Date and System Date. Amount field will be supported for following options : Between : To specify amount range Greater Than : Amount which is greater than specified amount Less Than : Amount which is less than specified amount Version Oct 2011 Page 41 of 65

42 5.3.4 Select Schedule & Delivery Click Schedule & Delivery for scheduling reports and chose report delivery channel. By default the Schedule & Delivery option remains Off, which needs to be turned ON by you. Note: All fields in this dialogue are mandatory. Hence care should be taken while selecting dates etc. Step 1: Schedule & Delivery Click ON Start Date - specify a date for initiation of report delivery End Date - indicate end date of report delivery Define frequency of the report generation Daily, Weekly and Monthly. Delivery Format select CSV, or Excel format for delivery Delivery Channel - offers different delivery modes of report via Straight2Bank Message and . In case of option, enter an ID for report delivery. You can also enter multiple IDs using comma separators. If you select Straight2Bank Message option, reports would be generated according to the schedule and message would be generated and remain stored in your message centre. Save or Run your reports. You can use either of the two buttons for necessary action. You will receive a message confirming the same. Version Oct 2011 Page 42 of 65

43 From Run Report screen if you click the hyperlink, you can see the corresponding details of your transaction Version Oct 2011 Page 43 of 65

44 5.4 Manage Reports From Manage Reports, you can select type of reports to be viewed e.g. All Reports, System defined Reports, Recently Run Reports, Shared Reports as shown in the screen. Step 1: Select Reports Info Manager Manage Reports You can view and sort your reports from here. E.g. Import OR Export types Also select your sub-product as shown here. Version Oct 2011 Page 44 of 65

45 All Reports: All the User defined and System defined reports will be displayed. Under this option, for each report, you can view details such as, if the report is a) Scheduled or not. b) User Defined or System Defined. System Defined Reports: You will be provided with system defined (pre-defined) reports only, which will have fixed selection criteria, fixed sorting order and fixed report format. You can use these report formats as templates or baseline format to define your own personalised MIS report. Recently Run Reports: Reports which have been run by you recently will be displayed Shared Reports Share Reports: Under this option, you can share reports among your user group. During this process, if the Attribute Access Profile (AAP) of the users with whom the report is shared will be checked. If the group user does not have the requisite AAP, sharing will not be allowed and an alert will be displayed. The schedule of the report will not be transferred to the other users. Following screen displays simple procedure of selecting users within your group and the system confirmation. Version Oct 2011 Page 45 of 65

46 5.4.2 Report View & Report Running Online You can search for reports by Report Name, Product, Schedule or Delivery Format. Various action buttons are provided to help you in run edit, copy and delete reports. Drop down menu for report viewing option Hyper-linked Report Name for Click & View. Run Reports Online: Apart from delivering the report to you on a predefined schedule, the option also exists for you to execute your reports online as and when required. The report will be generated in a format defined by you. Hyper-linked Report Name for Click & View. Version Oct 2011 Page 46 of 65

47 Similarly, all other details pertaining to a particular Trade Transaction can be viewed by clicking the corresponding tab, (For example: Document Details Drawing Bills Financial Details and Transaction History) The complete transaction is on display, which you can print using print option of Internet Explorer. Version Oct 2011 Page 47 of 65

48 5.4.3 Copy Report This is a handy option which saves you from creating a new report from scratch. Just create a copy of one of the existing custom reports and select the option to edit its definitions. Step 1: Enter new report name. Click Save Version Oct 2011 Page 48 of 65

49 5.4.4 Delete Report Step 1: Click on the Radio button for selection of report for deletion. Click Delete Report button. System will ask for delete confirmation. NOTE: You can only delete one report at a time. Version Oct 2011 Page 49 of 65

50 5.4.5 Export Report Info Manager allows you to export your reports in CSV or EXCEL formats. Click Run Report Click Export Report Version Oct 2011 Page 50 of 65

51 A pop-up screen will appear for selection of desired file format. Click to select file type Click Export Click OK Version Oct 2011 Page 51 of 65

52 5.4.6 Detailed Report View Available information under LC Details view tabs. Version Oct 2011 Page 52 of 65

53 Version Oct 2011 Page 53 of 65

54 Version Oct 2011 Page 54 of 65

55 5.5 Create & Save Alerts Info Manager will allow alert generation for various trade transactions. The following table explains alert details under various products. Alert Type Product type Product Alert Activity Event Based Imports Letter of credit Issuance Amendment Documents presentation Documents accepted Documents paid Event Based Imports Collections Documents received Documents accepted Documents paid Event Based Imports Shipping Issued guarantees Sent for redemption Event Based Exports Letter of credit Advising Amendment advising Confirmation Event Based Exports Bills under LC Discounted Documents presented Acceptance received Payment received Event Based Exports Collections Discounted Documents presented Acceptance received Payment received Event Based Export Loans Approval Event Based Import Loans Approval Version Oct 2011 Page 55 of 65

56 5.5.1 Create Alert The Create Alert option under Info Manager is designed to send notification to the user when a pre-defined trade activity has occurred. The alerts generated can be sent via or fax. You can navigate to this page directly from Info Manager main menu by performing Step 1: Selecting Reports Info Manager Create Alert Step 2: Start with the selection of Product & Sub-Product Click Create Alert button. Version Oct 2011 Page 56 of 65

57 Step 3: For / Fax Delivery, enter Alert Name, Alert Description and Alert Activity Select / Fax Delivery and specify start date, end date & address or fax no. Enter Subject for alert, select content from Available Columns and move them to Body Content using the arrow button. Note : Do not forget to turn ON the delivery selection radio button. Version Oct 2011 Page 57 of 65

58 Step 4: For Alert Trigger Setting Select your filtering criteria and move them to selected criteria field, by using arrow buttons -. Click Continue to confirm selection. Version Oct 2011 Page 58 of 65

59 Following screen will show up under trigger alert setting and prompt you to fill in details for corresponding selected filter criteria Click Save My Alert Version Oct 2011 Page 59 of 65

60 After entering the criteria, you have the option to attach corresponding documents which pertain to the transaction and user. Step 5: Click Attach Document A detailed list of attachments which are available under various alert types is provided in annexure. Step 6: Tick to select desired attachment Click Attached Version Oct 2011 Page 60 of 65

61 Step 7: Click Save Alert System will confirm the operation. Version Oct 2011 Page 61 of 65

62 5.6 Manage Alerts Step 1: Select Reports Info Manager Manage Alerts You can sort & search alerts by: Alert name, Product, Alert activity & Delivery channel. You can also use wild-card characters for searching. You can also perform Edit, Copy or Delete alerts Version Oct 2011 Page 62 of 65

63 Edit Alert This is similar to creating an alert, wherein you have the option to change or add information to an existing alert (See section 4.5.1Create Alert). Copy Alert Step 1: Click on the Radio Button Click Copy Alert Enter new Alert Name Click Save Once done, you will receive a conformation. Version Oct 2011 Page 63 of 65

64 Delete Alerts Step 1: Click on the Radio Button Click Delete Alert Click OK Version Oct 2011 Page 64 of 65

65 5.7 Quick Search Step 1: Select Reports Info Manager Manage Alerts You can use Quick search dialogue box to look for specific reports by specifying Product Type Reference No Reference Value (including wild-card characters). Click Search Click the hyperlinked SCB Deal Ref No. Version Oct 2011 Page 65 of 65

NAB Trade Finance Online Customer User Guide

NAB Trade Finance Online Customer User Guide NAB Trade Finance Online Customer User Guide Contents Introduction Scope... 2 How to Use This Guide... 2 Users of NAB Trade Finance Online... 3 Resources... 3 Your Profile... 4 Introduction... 4 Roles...

More information

Transactions User Guide (Internet)

Transactions User Guide (Internet) Version Oct 2011 Pg 1 of 256 Table of Contents Purpose...5 1. Transaction Flow Overview...5 2. Bulk Import...6 2.1. Import...6 2.2. Batch Instructions...8 3. Create Transaction From Template...10 4. Copy

More information

USER MANUAL FOR INTERNET BANKING (IB) SERVICE

USER MANUAL FOR INTERNET BANKING (IB) SERVICE USER MANUAL FOR INTERNET BANKING (IB) SERVICE Content: Introduction and General questions. Accessing and using Internet Banking. 1. Log In, Log Out and Printing screen/transaction information 2. Inquiries

More information

Straight2Bank Receivables Services

Straight2Bank Receivables Services Straight2Bank Receivables Services Client User Guide Document-Level Financing Version April 2015 Overview This guide contains information which will help users navigate and familiarise with the functions

More information

Straight2Bank Invoice Finance

Straight2Bank Invoice Finance Straight2Bank Invoice Finance Client User Guide Import & Export Invoice Finance Version April 2015 Overview This guide contains information which will help users navigate and familiarise with the functions

More information

Using Ad-Hoc Reporting

Using Ad-Hoc Reporting Using Ad-Hoc Reporting The purpose of this guide is to explain how the Ad-hoc reporting function can be used to produce Management Information from client and product data held in the Key. The guide will

More information

account multiple solutions

account multiple solutions Quick Start Guide 1 Our easy to use guide will get you up and running in no time! The guide will assist you with: Generating your Sage Pay login Navigation Creating contacts Creating system users Setting

More information

Cathay Business Online Banking. User Guide. Version 1.0

Cathay Business Online Banking. User Guide. Version 1.0 Cathay Business Online Banking User Guide Version 1.0 07/2013 Disclaimer: The information and materials in these pages, including text, graphics, links, or other items are provided as is and available.

More information

Introduction to Client Online. Factoring Guide

Introduction to Client Online. Factoring Guide Introduction to Client Online Factoring Guide Contents Introduction 3 Preparing for Go live 3 If you have any questions 4 Logging In 5 Welcome Screen 6 Navigation 7 Navigation continued 8 Viewing Your

More information

VELOCITY@OCBC 2.0 BUSINESS INTERNET BANKING USER GUIDE

VELOCITY@OCBC 2.0 BUSINESS INTERNET BANKING USER GUIDE VELOCITY@OCBC 2.0 BUSINESS INTERNET BANKING USER GUIDE 1 of 131 1 Contents 1. Log in to Velocity@ocbc 2.0 4 2. View Trade Finance portfolio 12 3. View and download a bank statement 15 4. Create a Letter

More information

Supply Chain Finance WinFinance

Supply Chain Finance WinFinance Supply Chain Finance WinFinance Customer User Guide Westpac Banking Corporation 2009 This document is copyright protected. Apart from any fair dealing for the purpose of private study, research criticism

More information

INVESTOR360º CLIENT USER GUIDE

INVESTOR360º CLIENT USER GUIDE INVESTOR360º CLIENT USER GUIDE TABLE OF CONTENTS 1. About Investor360 3 1.1 What does Investor360 provide? 3 1.2 Security 3 2. Logging in to Investor360 4 3. Welcome to Investor360 7 4. Navigating in Investor360

More information

Online Bill Payment & Presentment User Guide

Online Bill Payment & Presentment User Guide Table of Contents Alerts and Notifications... 4 Add an email Notification...4 Cancel an email Notification...5 Automatic Payments... 6 Add a Standard Automatic Payment Rule...6 Add an Automatic Payment

More information

PAYLINE USER GUIDE. 1 Logging into Payline. 2 - Processing a Purchase

PAYLINE USER GUIDE. 1 Logging into Payline. 2 - Processing a Purchase PAYLINE USER GUIDE Payline is a web-based payment management client that can be used to process credit card transactions manually, process refunds, set up recurring payments and generate reports to name

More information

NetSuite Customer Center Portal Tutorial

NetSuite Customer Center Portal Tutorial NetSuite Customer Center Portal Tutorial Hub Pen Work Instruction Controlled By: Hub Pen Department of Information Systems Ver: 030713 Page 1 of 29 Contents 1. Navigation... 3 1.1. Links... 3 1.2. Home

More information

MPCB E-Banking CORPORATE USER MANUAL

MPCB E-Banking CORPORATE USER MANUAL MPCB E-Banking CORPORATE USER MANUAL - 1 - LOGIN TO MPCB E-BANKING o How do I access to MPCB E-Banking? Connect to our MPCB Website: www.mpcb.mu Upon click on Corporate Sign-in, MPCB E-Banking login page

More information

TheFinancialEdge. Records Guide for Accounts Payable

TheFinancialEdge. Records Guide for Accounts Payable TheFinancialEdge Records Guide for Accounts Payable 101212 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

Aeries Student Information System Attendance Notes October 3, 2008

Aeries Student Information System Attendance Notes October 3, 2008 Aeries Student Information System Attendance Notes October 3, 2008 The Attendance Notes will give schools the ability to store Attendance Notes within Aeries from the Period and Daily Attendance form.

More information

First Financial Bank Online Banking Quick Reference. February, 2013

First Financial Bank Online Banking Quick Reference. February, 2013 February, 2013 PURPOSE... 2 SUPPORT... 2 ACCESSING ONLINE BANKING... 2 Getting to the Online Banking Site... 2 Requesting Enrollment in Online Banking... 2 Logging in for the First Time... 2 Registering

More information

User Manual. Enterprise Reporting Portal (EREP) User Manual. October 2010. Global Operations Education

User Manual. Enterprise Reporting Portal (EREP) User Manual. October 2010. Global Operations Education User Manual Enterprise Reporting Portal (EREP) User Manual October 2010 Global Operations Education What is Enterprise Reporting Portal (EREP)? Enterprise Reporting Portal (EREP) is browser-based tool

More information

DarwiNet Client Level

DarwiNet Client Level DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4

More information

PAYLINE USER GUIDE LOGGING INTO PAYLINE PROCESSING A PURCHASE

PAYLINE USER GUIDE LOGGING INTO PAYLINE PROCESSING A PURCHASE Payline User Guide PAYLINE USER GUIDE Payline is a web-based payment management client that can be used to process credit card transactions manually, process refunds, set up recurring payments and generate

More information

User Guide. Trade Finance Global. Reports Centre. October 2015. nordea.com/cm OR tradefinance Name of document 8/8 2015/V1

User Guide. Trade Finance Global. Reports Centre. October 2015. nordea.com/cm OR tradefinance Name of document 8/8 2015/V1 User Guide Trade Finance Global Reports Centre October 2015 nordea.com/cm OR tradefinance Name of document 2015/V1 8/8 Table of Contents 1 Trade Finance Global (TFG) Reports Centre Overview... 4 1.1 Key

More information

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen.

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet Cardholder Quick Reference Card Corporate Card ffwelcome to PaymentNet The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet

More information

Table of Contents INTRODUCTION... 2 HOME... 3. Dashboard... 5 Reminders... 8 Announcements... 12 Preferences... 13 Recent Items... 15 REQUESTS...

Table of Contents INTRODUCTION... 2 HOME... 3. Dashboard... 5 Reminders... 8 Announcements... 12 Preferences... 13 Recent Items... 15 REQUESTS... Table of Contents INTRODUCTION... 2 HOME... 3 Dashboard... 5 Reminders... 8 Announcements... 12 Preferences... 13 Recent Items... 15 REQUESTS... 16 Request List View... 17 Requests based on Filters...

More information

Single Sign On Customer Administrator User Guide

Single Sign On Customer Administrator User Guide Table of Contents 1 INTRODUCTION... 3 1.1 FUNCTIONS OF A SYSTEM ADMINISTRATOR (SA) WHICH IS ALSO KNOWN AS CUSTOMER ADMINISTRATOR... 3 1.2 SETUP OF SYSTEM ADMINISTRATOR... 3 1.2.1 Single Control Administration...

More information

Schools CPD Online General User Guide Contents

Schools CPD Online General User Guide Contents Schools CPD Online General User Guide Contents New user?...2 Access the Site...6 Managing your account in My CPD...8 Searching for events...14 Making a Booking on an Event...20 Tracking events you are

More information

Swedbank Business Internet Banking User Manual

Swedbank Business Internet Banking User Manual Swedbank Business Internet Banking User Manual Content Introduction 1. HOW TO START 1.1 USING INTERNET BANKING 1.2 TERMINATING INTERNET BANKING SESSION 2. INTERNET BANKING SECURITY 2.1 PASSWORD SYSTEM

More information

Chapter 4b - Navigating RedClick Import Wizard

Chapter 4b - Navigating RedClick Import Wizard Chapter Chapter 4b - Navigating RedClick Import Wizard 4b Click on an Import Name to display the template screen Click here to create a new template 2. Click on an existing template by clicking on the

More information

Barclaycard Spend Management Training Guide. December 2010

Barclaycard Spend Management Training Guide. December 2010 Barclaycard Spend Management Training Guide December 2010 About this Guide The following slides are intended to assist with cardholder and manager (approver) Barclaycard Spend Management training. The

More information

Despatch Manager Online

Despatch Manager Online Despatch Manager Online Shipper User Training Guide February 2015 Version 2.0 Part 1 Contents Using the DMO Shipping System 2 Introduction 2 Where to Start 2 Welcome Page 3 The Menus 3 Enter a Shipment

More information

Tutorial 3. Maintaining and Querying a Database

Tutorial 3. Maintaining and Querying a Database Tutorial 3 Maintaining and Querying a Database Microsoft Access 2010 Objectives Find, modify, and delete records in a table Learn how to use the Query window in Design view Create, run, and save queries

More information

Microsoft Office 2010

Microsoft Office 2010 Access Tutorial 3 Maintaining and Querying a Database Microsoft Office 2010 Objectives Find, modify, and delete records in a table Learn how to use the Query window in Design view Create, run, and save

More information

UMB Web Exchange. User s Guide

UMB Web Exchange. User s Guide UMB Web Exchange User s Guide UMB Web Exchange User Guide for Information Reporting, Check Management Check Inquiry and Check Stops, Check Management Positive Pay, and ACH Version 1.1 CONFIDENTIAL INFORMATION

More information

ENTERPRISE DATA WAREHOUSE PRODUCT PERFORMANCE REPORTS USER GUIDE EXTERNAL. Version: 1.0

ENTERPRISE DATA WAREHOUSE PRODUCT PERFORMANCE REPORTS USER GUIDE EXTERNAL. Version: 1.0 ENTERPRISE DATA WAREHOUSE PRODUCT PERFORMANCE REPORTS USER GUIDE EXTERNAL Version: 1.0 September 2004 Table of Contents 1.0 OVERVIEW...1 1.1 Product Performance Overview... 1 1.2 Enterprise Data Warehouse

More information

NetXInvestor TM USER GUIDE. March 2014

NetXInvestor TM USER GUIDE. March 2014 NetXInvestor TM USER GUIDE March 2014 2014 Pershing Advisor Solutions LLC. Pershing Advisor Solutions LLC, member FINRA, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY

More information

1: 2: 2.1. 2.2. 3: 3.1: 3.2: 4: 5: 5.1 5.2 & 5.3 5.4 5.5 5.6 5.7 5.8 CAPTCHA

1: 2: 2.1. 2.2. 3: 3.1: 3.2: 4: 5: 5.1 5.2 & 5.3 5.4 5.5 5.6 5.7 5.8 CAPTCHA Step by step guide Step 1: Purchasing a RSMembership! membership Step 2: Download RSMembership! 2.1. Download the component 2.2. Download RSMembership! language files Step 3: Installing RSMembership! 3.1:

More information

MultiSite Manager. User Guide

MultiSite Manager. User Guide MultiSite Manager User Guide Contents 1. Getting Started... 2 Opening the MultiSite Manager... 2 Navigating MultiSite Manager... 2 2. The All Sites tabs... 3 All Sites... 3 Reports... 4 Licenses... 5 3.

More information

Business Objects. Report Writing - CMS Net and CCS Claims

Business Objects. Report Writing - CMS Net and CCS Claims Business Objects Report Writing - CMS Net and CCS Claims Updated 11/28/2012 1 Introduction/Background... 4 Report Writing (Ad-Hoc)... 4 Requesting Report Writing Access... 4 Java Version... 4 Create A

More information

VALUE LINE INVESTMENT SURVEY ONLINE USER S GUIDE VALUE LINE INVESTMENT SURVEY ONLINE. User s Guide

VALUE LINE INVESTMENT SURVEY ONLINE USER S GUIDE VALUE LINE INVESTMENT SURVEY ONLINE. User s Guide VALUE LINE INVESTMENT SURVEY ONLINE User s Guide Welcome to Value Line Investment Survey Online. This user guide will show you everything you need to know to access and utilize the wealth of information

More information

Managing Expense Reports Program Administrators and Approvers

Managing Expense Reports Program Administrators and Approvers CentreSuite Quick Reference Guide May 2015 Managing Expense Reports Program Administrators and Approvers On the Manage Expense Reports page, you can manage the expense reports you create, and, if you are

More information

Designing and Running Reports. Applicable to 7.144 onwards

Designing and Running Reports. Applicable to 7.144 onwards Designing and Running Reports Applicable to 7.144 onwards Revision History Version Change Description Date 7.144-1.0 Initial release. 23/01/2012 7.144-1.1 Instruction for setting up the report scheduler

More information

Decision Support AITS University Administration. EDDIE 4.1 User Guide

Decision Support AITS University Administration. EDDIE 4.1 User Guide Decision Support AITS University Administration EDDIE 4.1 User Guide 2 P a g e EDDIE (BI Launch Pad) 4.1 User Guide Contents Introduction to EDDIE... 4 Log into EDDIE... 4 Overview of EDDIE Homepage...

More information

ACH Origination User Guide

ACH Origination User Guide ACH Origination User Guide MKT-2846 8/15 Table of Contents Creating a New ACH Transfer... 3 Creating a Prearranged Payment or Deposit Entry (PPD)... 3 Creating a Cash Concentration or Disbursement Entry

More information

View Payments. User Guide. Online Merchant Services

View Payments. User Guide. Online Merchant Services View Payments User Guide Online Merchant Services Copyright Statement Copyright 2010 by American Express Company. All rights reserved. No part of this document may be reproduced in any form or by any electronic

More information

Internet banking guide. Macquarie Bank Mortgage Solutions

Internet banking guide. Macquarie Bank Mortgage Solutions Internet banking guide Macquarie Bank Mortgage Solutions Contents Welcome Accessing internet banking for the first time Home 3 Managing your profile 4 Managing your accounts 5 Transaction history 6 Statements

More information

MAS 500 Intelligence Tips and Tricks Booklet Vol. 1

MAS 500 Intelligence Tips and Tricks Booklet Vol. 1 MAS 500 Intelligence Tips and Tricks Booklet Vol. 1 1 Contents Accessing the Sage MAS Intelligence Reports... 3 Copying, Pasting and Renaming Reports... 4 To create a new report from an existing report...

More information

Table of Contents. 2 Copyright 2009 Bank of American Fork. All Rights Reserved.

Table of Contents. 2 Copyright 2009 Bank of American Fork. All Rights Reserved. Table of Contents Logging In... 3 Changing Your Password... 4 Cash User Login Screen... 5 Navigation... 6 Account Access Page... 7 Account Activity Options... 8 Transactions... 9 Download... 10 Statements...

More information

SEGPAY SUITE MERCHANT SETUP CONFIGURATION REPORTS

SEGPAY SUITE MERCHANT SETUP CONFIGURATION REPORTS SEGPAY SUITE MERCHANT SETUP CONFIGURATION REPORTS AUGUST 27, 2013 VERSION 1.01 TABLE OF CONTENTS 1 MERCHANT SETUP CONFIGURATION REPORTS...3 1.1 HOW TO GET THE MERCHANT SETUP CONFIGURATIONS REPORT... 3

More information

Payments & Transfers ACH

Payments & Transfers ACH Payments & Transfers ACH Online Banking Payments & Transfers ACH Online Banking / 2 Module Outline Introduction... 1 Slide 1: Module Overview... 3 Payments & Transfers - ACH... 4 Slide 2: ACH General Information...

More information

TheFinancialEdge. Reports Guide for Accounts Receivable

TheFinancialEdge. Reports Guide for Accounts Receivable TheFinancialEdge Reports Guide for Accounts Receivable 041813 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

More information

Moneyspire Help Manual. 2015 Moneyspire Inc. All rights reserved.

Moneyspire Help Manual. 2015 Moneyspire Inc. All rights reserved. Moneyspire Help Manual 2015 Moneyspire Inc. All rights reserved. Getting Started Getting started with Moneyspire is easy. When you first start the program, you will be greeted with the welcome screen.

More information

Brokerage Payment System (BPS) User Manual

Brokerage Payment System (BPS) User Manual Brokerage Payment System (BPS) User Manual December 2011 Global Operations Education 1 Table of Contents 1.0 ACCESSING BPS...5 2.0 LOGGING INTO BPS...6 3.0 BPS HOME PAGE...7 4.0 FIRMS...8 5.0 BROKERS...10

More information

Westpac WinTrade User Guide Import Letters of Credit Westpac Banking Corporation ABN 33 007 457 141 incorporated in Australia (New Zealand division).

Westpac WinTrade User Guide Import Letters of Credit Westpac Banking Corporation ABN 33 007 457 141 incorporated in Australia (New Zealand division). Westpac WinTrade User Guide Import Letters of Credit Westpac Banking Corporation ABN 33 007 457 141 incorporated in Australia (New Zealand division). Westpac Banking Corporation 2008 This document is copyright

More information

Booklet 1. e1 Training Guidance Notes. System Navigation

Booklet 1. e1 Training Guidance Notes. System Navigation Booklet 1 e1 Training Guidance Notes System Navigation Table of Contents 1 Logging in...3 1.1 The Master Control Panel...5 1.1.1 Main Menu Bar...5 1.1.2 Personal...7 1.1.3 Company...7 1.1.4 Routines...7

More information

Infoview XIR3. User Guide. 1 of 20

Infoview XIR3. User Guide. 1 of 20 Infoview XIR3 User Guide 1 of 20 1. WHAT IS INFOVIEW?...3 2. LOGGING IN TO INFOVIEW...4 3. NAVIGATING THE INFOVIEW ENVIRONMENT...5 3.1. Home Page... 5 3.2. The Header Panel... 5 3.3. Workspace Panel...

More information

Note: With v3.2, the DocuSign Fetch application was renamed DocuSign Retrieve.

Note: With v3.2, the DocuSign Fetch application was renamed DocuSign Retrieve. Quick Start Guide DocuSign Retrieve 3.2.2 Published April 2015 Overview DocuSign Retrieve is a windows-based tool that "retrieves" envelopes, documents, and data from DocuSign for use in external systems.

More information

AT&T ONLINE FAX USER GUIDE

AT&T ONLINE FAX USER GUIDE AT&T ONLINE FAX USER GUIDE Welcome to AT&T Website Solutions SM We are focused on providing you the very best service including all the tools necessary to establish and maintain your Online Fax service.

More information

NETWRIX EVENT LOG MANAGER

NETWRIX EVENT LOG MANAGER NETWRIX EVENT LOG MANAGER ADMINISTRATOR S GUIDE Product Version: 4.0 July/2012. Legal Notice The information in this publication is furnished for information use only, and does not constitute a commitment

More information

The following screen shots are representative of the flow you are required to follow when logging onto www.tnt.com.au to access einvoicing.

The following screen shots are representative of the flow you are required to follow when logging onto www.tnt.com.au to access einvoicing. Introduction The details contained in this document are a guide for customers to understand how to use TNT s einvoicing application. TNT einvoicing is accessible via TNT s website. The following screen

More information

Business Reports. ARUP Connect

Business Reports. ARUP Connect Business Reports ARUP Connect User Manual November 2015 Table of Contents Business Reports... 4 Quick Reference... 4 View Reports... 5 My Reports Tab... 5 Open a Report... 5 Save a Report... 5 Modify My

More information

CUSTOMER PORTAL USER GUIDE FEBRUARY 2007

CUSTOMER PORTAL USER GUIDE FEBRUARY 2007 CUSTOMER PORTAL USER GUIDE FEBRUARY 2007 CONTENTS INTRODUCTION 1. Access to the system 2. Case Management 2.1 Create a case 2.2 Review & Access existing cases 2.3 Update a Case 2.4 Resolve and Close a

More information

Trade Finance. User Guide

Trade Finance. User Guide Trade Finance User Guide Westpac Banking Corporation 2008 This document is copyright protected. Apart from any fair dealing for the purpose of private study, research criticism or review as permitted under

More information

Sage 300 ERP 2014. Tax Services User's Guide

Sage 300 ERP 2014. Tax Services User's Guide Sage 300 ERP 2014 Tax Services User's Guide This is a publication of Sage Software, Inc. Copyright 2014. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service

More information

Studio Designer 80 Guide

Studio Designer 80 Guide Table Of Contents Introduction... 1 Installation... 3 Installation... 3 Getting started... 5 Enter your company information... 5 Enter employees... 6 Enter clients... 7 Enter vendors... 8 Customize the

More information

Recruiter s Resource Guide

Recruiter s Resource Guide Recruiter s Resource Guide First Edition 1.29.2015 Contents Section One Recruiting... 3 Accessing Team Georgia Careers... 4 My Setup Preferences... 5 Creating a Requisition... 6 Approving a Requisition...

More information

MyFaxCentral User Administration Guide

MyFaxCentral User Administration Guide faxing simplified. anytime. anywhere. MyFaxCentral User Administration Guide www.myfax.com MyFaxCentral Common Controls...1 Navigation Controls...1 Customize View...1 MyFaxCentral User Administration...2

More information

User Guide. Trade Finance TT

User Guide. Trade Finance TT User Guide Trade Finance TT The information contained in this publication is provided for learning purposes only and is subject to change. Revisions may be issued from time to time that encompass changes

More information

Administering Avaya one-x Agent with Central Management

Administering Avaya one-x Agent with Central Management Administering Avaya one-x Agent with Central Management Release 2.0 November 2009 2009 Avaya Inc. All Rights Reserved. Notice While reasonable efforts were made to ensure that the information in this document

More information

SAP BusinessObjects Financial Consolidation Web User Guide

SAP BusinessObjects Financial Consolidation Web User Guide SAP BusinessObjects Financial Consolidation Document Version: 10.0 Support Package 18 2016-02-19 SAP BusinessObjects Financial Consolidation Web User Guide Content 1 General user functions....12 1.1 To

More information

User Manual - Sales Lead Tracking Software

User Manual - Sales Lead Tracking Software User Manual - Overview The Leads module of MVI SLM allows you to import, create, assign and manage their leads. Leads are early contacts in the sales process. Once they have been evaluated and assessed,

More information

Decision Support AITS University Administration. Web Intelligence Rich Client 4.1 User Guide

Decision Support AITS University Administration. Web Intelligence Rich Client 4.1 User Guide Decision Support AITS University Administration Web Intelligence Rich Client 4.1 User Guide 2 P age Web Intelligence 4.1 User Guide Web Intelligence 4.1 User Guide Contents Getting Started in Web Intelligence

More information

Account Activity. Transfers/Bill Pay. Maintenance/Services. Business Entitlements. Business ACH Payments

Account Activity. Transfers/Bill Pay. Maintenance/Services. Business Entitlements. Business ACH Payments Online Banking Frequently Asked Questions What s changed? Account Activity Transfers/Bill Pay Maintenance/Services Business Entitlements 1 2 3..4..5 Business ACH Payments..6 We are excited to share our

More information

Electronic Banking Cash Manager User Guide

Electronic Banking Cash Manager User Guide Electronic Banking Cash Manager User Guide Table of Contents Logging In... 1 Changing Your Password... 2 Cash User Login Screen... 3 Cash Management User Single Sign On... 4 Navigation... 5 Account Listing

More information

Self Service Banner (SSB) Finance

Self Service Banner (SSB) Finance Self Service Banner (SSB) Finance I. Self Service Banner Finance Introduction Self Service Banner is a user friendly Banner interface used to research and extract information from the Banner Finance module.

More information

SUCCESSFACTORS LEARNING USER OVERVIEW REFERENCE GUIDE

SUCCESSFACTORS LEARNING USER OVERVIEW REFERENCE GUIDE SUCCESSFACTORS LEARNING USER OVERVIEW REFERENCE GUIDE SuccessFactors, Inc. 4401 Wilson Boulevard, Suite 400 Arlington, VA 22203 Tel: (703) 678-0000 www.successfactors.com Confidential and Proprietary For

More information

MX Control Console & Spam Quarantine Report User Guide

MX Control Console & Spam Quarantine Report User Guide MX Control Console & Spam Quarantine Report User Guide Product Version: 2.5 Release Date: Document Version: ed_eug_2.5.3_gr Copyright 2004 MX Logic, Inc. RESTRICTION ON USE, PUBLICATION, OR DISCLOSURE

More information

Custom Reporting System User Guide

Custom Reporting System User Guide Citibank Custom Reporting System User Guide April 2012 Version 8.1.1 Transaction Services Citibank Custom Reporting System User Guide Table of Contents Table of Contents User Guide Overview...2 Subscribe

More information

Despatch Manager Online

Despatch Manager Online Despatch Manager Online Shipper User Training Guide July 2014 Version 1.2 Version 27/07/14 RMDMO Helpdesk 08456 047267 Contents Using the DMO Shipping System... 4 Where to Start... 4 The DMO Shipping System...

More information

TheFinancialEdge. Configuration Guide for Accounts Payable

TheFinancialEdge. Configuration Guide for Accounts Payable TheFinancialEdge Configuration Guide for Accounts Payable 102312 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,

More information

Macquarie online banking guide. Macquarie Cash Management Account

Macquarie online banking guide. Macquarie Cash Management Account Macquarie online banking guide Macquarie Cash Management Account Contents Welcome Accessing online banking for the first time Home 3 Managing your profile 4 Managing your accounts 5 Transaction history

More information

PC Business Banking Quick reference cards

PC Business Banking Quick reference cards PC Business Banking Quick reference cards Contents A Overview A.1 Useful information about PC Business Banking A.2 Getting started on PCBB A.3 An overview of roles B Accessing and exporting B.1 Viewing,

More information

Account Activity. Transfers/Bill Pay. Maintenance/Services. Business Entitlements. Business ACH Payments

Account Activity. Transfers/Bill Pay. Maintenance/Services. Business Entitlements. Business ACH Payments Online Banking Frequently Asked Questions What s changed? Account Activity Transfers/Bill Pay 1 2 3 Maintenance/Services Business Entitlements Business ACH Payments..4..5..6 We are excited to share our

More information

HOW TO GUIDE MONEY MANAGEMENT

HOW TO GUIDE MONEY MANAGEMENT MONEY MANAGEMENT CONTENTS Introduction... 2 Launch Money Management... 3 Add Accounts... 4 Delete Accounts... 6 Transaction History... 7 Sorting Transaction History... 7 Deleting Transactions (Manual Only)...

More information

Networx Toll Free Services Reports User Guide Version 2.0 June 2011

Networx Toll Free Services Reports User Guide Version 2.0 June 2011 Networx Toll Free Services Reports User Guide Version 2.0 June 2011 Copyright 2011, CenturyLink. All rights reserved. No part of this documentation may be reproduced or transmitted in any form or by any

More information

File Management Utility User Guide

File Management Utility User Guide File Management Utility User Guide Legal Notes Unauthorized reproduction of all or part of this guide is prohibited. The information in this guide is subject to change without notice. We cannot be held

More information

Website Address: www.poems.com.sg/cqtrader

Website Address: www.poems.com.sg/cqtrader Version 1.1 1. ACCOUNT SETUP Website Address: www.poems.com.sg/cqtrader 1) Click Reset Password at Login page. 2) Enter User ID and First Company Password (given by the Company). Please note that the password

More information

Simply Accounting Intelligence Tips and Tricks Booklet Vol. 1

Simply Accounting Intelligence Tips and Tricks Booklet Vol. 1 Simply Accounting Intelligence Tips and Tricks Booklet Vol. 1 1 Contents Accessing the SAI reports... 3 Running, Copying and Pasting reports... 4 Creating and linking a report... 5 Auto e-mailing reports...

More information

Online Service Management Center

Online Service Management Center Online Service Management Center 1 / 43 Table of contents Introduction... 3 What's New... 3 Getting Help... 5 System Requirements... 5 Video Tutorial... 6 Getting Started... 8 Create an Online Account...

More information

1 P a g e. User Guide. 0845 456 3103 support.keytime.co.uk

1 P a g e. User Guide. 0845 456 3103 support.keytime.co.uk 1 P a g e User Guide 2 P a g e Contents Introduction to Client Manager... 4 Configuring Client Manager... 4 Register your Software... 4 Manage Software Updates... 5 Maintain Staff Grades and Charge-out

More information

TimeValue Software Due Date Tracking and Task Management Software

TimeValue Software Due Date Tracking and Task Management Software User s Guide TM TimeValue Software Due Date Tracking and Task Management Software File In Time Software User s Guide Copyright TimeValue Software, Inc. (a California Corporation) 1992-2010. All rights

More information

User Guide Overview to Access, Passwords, Navigation and Notifications

User Guide Overview to Access, Passwords, Navigation and Notifications OVERVIEW This User Guide is an overview to understand how to access the isupplier Portal, navigate through the system and understand the notification sent from the automatic system email notification to

More information

How to transfer your Recipient Address Book from FedEx Ship Manager at fedex.ca to FedEx Ship Manager Software

How to transfer your Recipient Address Book from FedEx Ship Manager at fedex.ca to FedEx Ship Manager Software How to transfer your Recipient Address Book from FedEx Ship Manager at fedex.ca to FedEx Ship Manager Software There are three phases to completing the transfer process. Phase I Phase II Phase III Export

More information

Order Management Tour Guide

Order Management Tour Guide Order Management Tour Guide Table of Contents Welcome to Sysco Market s Order Management Application!... 4 Tips for Getting Started... 4 Buttons... 5 Icons... 6 Ordering... 7 Tips for Ordering... 7 Creating

More information

HSBC. Business Internet Banking. User Guide. Issued by HSBC Bank (Vietnam) Ltd.

HSBC. Business Internet Banking. User Guide. Issued by HSBC Bank (Vietnam) Ltd. 1 HSBC Business Internet Banking User Guide Issued by HSBC Bank (Vietnam) Ltd. Contents 1. INTRODUCTION 2. OVERVIEW 2.1. Users 2.2. Administration Control 3. HOW TO START 3.1. Application 3.2. Registration

More information

Market Results Interface - Settlements User Guide

Market Results Interface - Settlements User Guide Market Results Interface - Settlements User Guide Version 1.0 18 September 2012 Page 1 of 22 Disclaimer All information contained in this document is provided for educational purposes, in summary form

More information

TUTORIAL: Campaigns Gold-Vision 6

TUTORIAL: Campaigns Gold-Vision 6 Tutorial Objectives: Campaigns Page No. Campaign Structure What is a Campaign? 2 3 Creating a Campaign Recipient List Campaign List Options 4 Creating a New Campaign: Create from current list Add to existing

More information

FREQUENTLY ASKED QUESTIONS ONLINE BANKING

FREQUENTLY ASKED QUESTIONS ONLINE BANKING FREQUENTLY ASKED QUESTIONS ONLINE BANKING 1. Why is the bank changing the Online Banking system? Legence Bank strives to be on the forefront of technology. We believe our customers deserve a great, user-friendly

More information

Updated 08/2015. Wire Transfer User Guide

Updated 08/2015. Wire Transfer User Guide Updated 08/2015 Wire Transfer User Guide Wire Transfers The Wire section provides you with the ability to create one-time wires or set up template-based wires for ongoing use. Wiring Funds The tasks you

More information

A Guide to using egas Lead Applicant

A Guide to using egas Lead Applicant A Guide to using egas Lead Applicant egas Browsers and Browser Settings Logging In Passwords Navigation Principles Your Contact Details Tasks Overview Completing Tasks egas The Health and Care Research

More information