Macquarie online banking guide. Macquarie Cash Management Account

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1 Macquarie online banking guide Macquarie Cash Management Account

2 Contents Welcome Accessing online banking for the first time Home 3 Managing your profile 4 Managing your accounts 5 Transaction history 6 Statements 7 Account information 8 Payments 9 Funds transfer 0 BPAY payments 3 Scheduled payments 5 Payees and billers 6 Messages 0 Registered to BPAY Pty Limited ABN The Macquarie Cash Management Account is a deposit account provided by Macquarie Bank Limited ABN ,AFSL Fees and charges may be payable. Terms and conditions are available upon request.

3 Welcome to Macquarie s online banking guide our fast, simple and convenient banking guide that helps you stay in control. This booklet will help you to navigate our online banking site and transact on your Macquarie Cash Management Account (CMA). To get started, you will need your Macquarie Access Code (MAC) and password that were recently sent to you. If you do not have a MAC or cannot locate your password, please contact Client Services on or at

4 Accessing online banking for the first time Shortly after opening your Macquarie CMA, you would have received your MAC and your password. Using this information, please follow the below instructions to log in and view your account details. Go to the Macquarie website macquarie.com.au Click the Log in button located at the top right-hand side of the page 3 4 Choose Macquarie Online and Go Enter your eight digit MAC and your password and then select Login A message will appear advising you that your password has expired Enter a password of your choice, ensuring that it contains at to eight characters including one numerical value and at least one upper case letter Select continue Before proceeding further, please ensure that you have read and agree to the Terms and Conditions of using this service You will now be taken to the front page of Macquarie Online.

5 Home The home page will list all of your Macquarie accounts, including a summary of key information such as your balance and available funds. Select the expansion button on the right-hand side of the account to view your last five transactions and additional quick links including: transfer funds pay a bill manage my account create an account nickname. Click on the drop-down arrow to expand your account view. If you would like to view more than your last five transactions, select the account you wish to view by clicking the hyperlink under your chosen account. 3

6 Managing your profile Select My profile from the menu in the top right of the screen. Hyperlink to myprofile page. To edit an account nickname: Select the account you wish to nickname Click the Change nickname button In this screen, you can: manage your calendar alerts edit your account nicknames. 3 Type in the name you wish to call your account and click save. If there is already a name in the text box, delete the contents, add your new name and click save. 4

7 Managing your accounts You can access the Accounts tab from the home page in two ways: through the Accounts tab on the top navigation pane from the Home page by clicking on the account hyperlink for the account you wish to view. Click to access your accounts. Click to access the selected account directly. The Accounts page provides easy access to all of your account information by switching between the tabs. These include: transaction history Statements and reports account information. Additional quick links. Additional quick links. There are also additional quick links to the right of these tabs for extra functionality. These include: funds transfer BPAY payments scheduled payments payees and billers. 5

8 Transaction history You can view a complete listing of your recent transactions before your statement has been produced. 3 You can view your available transactions by clicking on the account hyperlink from the Home page, or selecting the Accounts tab and then the required account from the drop-down selector at the top of the Accounts page The page should default to the Transaction history view. If not, select the Transaction history tab Under the Transaction history tab, complete the date filters for the time period you wish to review and click Update To add an annotation to your transactions Click the pencil icon to the left of a transaction. In the update details window, select the required category and add further information or reference details as required Select save and close to save changes and return to the transaction history page. Select the drop-down arrow to change your account view. Select Transaction history tab. Select the dates you want to view. You can filter by transaction type If you have more than one page of results, you can move between pages by clicking the right facing arrow at the bottom of the page, or increase the number of results per page You can also filter by transaction type and export to Excel.csv format. To print your transactions select the Print transaction report hyperlink To reset your filters and start again, click on the Clear filters button. To remove an annotation from your transactions Click the pencil icon to the left of a transaction. In the update details window, select the clear all hyperlink Select save and close to remove the narrative and return to the transaction history page. 6

9 Statements and reports You are able to view up to ten years of statements online. Note: You will need Adobe Acrobat Reader to launch a statement. 3 Once you have logged in, navigate to the Accounts page and ensure your required account has been selected in the drop-down Navigate to the Statements tab and select the statement period(s) you wish to download. Click Download selected You can change accounts any time you wish by clicking the drop-down at the top of the page, and selecting another account. Select a different account. Navigate to the statements tab. Select your statement period. Audit Reports are also available and can be downloaded here Click to download your statement. 7

10 Account information Your account information tab will display the full account details for your selected account. Once you have logged in, navigate to the Accounts page and ensure your required account has been selected in the drop-down This tab provides additional account details including: product name, account mailing address, account status interest and tax information services linked to your account your nominated accounts list your direct debits. Select account information. 8

11 Payments The payments menu allows you to access the following functions: funds transfer BPAY payments scheduled payments payees and billers International Money Transfers. You can access these options through the quick links on the Account page or through the Payments tab menu at the top of the page. Click on Payments menu tab or select a different account. Quick links to funds transfer, BPAY payments, scheduled payments and to payees and billers for the selected account. Please note, these quick links will only provide payment information for the selected account. To change your account view, you can select a different account from the dropdown menu. 9

12 Funds transfer The easiest and most convenient way to access your funds is via online banking. The daily limit for a funds transfer is $0,000 per day. If you wish to transfer an amount greater than $0,000, you will need to register the receiving account as a nominated account or request a temporary limit increase, by contacting Client Services. Once you have logged in, click on the Payments menu tab and select the Funds transfers drop-down option. Or, you can expand the the drop-down under your selected account and click the Funds transfers quick link under the account name Select the Payments tab, then Funds Transfer out of the drop-down menu. Select the Funds transfer option under the Quick links menu. Quick links There are four quick link options: Funds transfer Bpay payment Scheduled payments Payees and billers. 0

13 Select the account you wish to transfer from (if not already pre-filled) Select the account you wish to transfer from. Select from your Macquarie accounts, Nominated accounts or pre-saved payee list. Save new payee details to your Payee list for future use. 3 4 If you have a pre-saved payee or nominated account you wish to use, select the account in the To account list. This will pre-fill the payee details If you wish to enter a new payee, complete the information in the payee details box. To save your new payee details to your payee list for future use, select the add to payee list tick box 5 Enter the amount you wish to transfer and a transfer description (optional). This will appear on your statement 6 You will need to select the timing of your transfer from the following options: immediate (will occur overnight or following the business day) future dated (once only - for a later date) recurring (a regular scheduled transfer) 7 Please check the details you have entered are correct. Select Continue Note: If your transaction is greater than $0,000, you can only transfer to a nominated bank account. Nominated accounts are marked as Nominated and listed in the To account list under the Nominated and My accounts heading. To nominate an account, simply contact us on am - 6pm Monday to Friday

14 8 To authorise this transfer, please enter the password you used to log into Macquarie Online, then select Authorise. Enter your online password. You will receive confirmation that your transfer has been submitted successfully to a non nominated account. To print this confirmation screen, use the print icon at the top right-hand side of the screen.

15 BPAY payments Internet banking offers you the convenience of paying bills using BPAY. Once you have logged in, click on the Payments menu tab and select the BPAY payments drop-down option. Or, you can expand the the drop-down under your selected account and click the BPAY payment quick link under the account name Select the Payments tab, then BPAY payment from the drop-down menu. Select the BPAY payment option under the quick links menu. You can also view scheduled BPAY payments by selecting Scheduled payments from the Payments menu. Please note that BPAY payments can take up to three business days to be received by the biller. There is no daily limit for BPAY payments, however some financial institutions may have an incoming limit. 3

16 Select the account you wish to make a payment from. Select from pre-saved biller list. Save and add new biller details. Select the account you wish to make a payment from (if not already pre-filled). If you have a pre-saved biller you wish to use, select the biller in the To biller list. This will pre-fill the biller details 3 If you wish to enter a new biller, enter the information in the biller details box. To save your new biller details to your biller list for future use, select the add to biller list tick box 4 Enter the amount you wish to pay and select the timing of your payment from the below options: immediate (will occur overnight or the following business day) future dated (once only - for a later date) recurring (a regular scheduled transfer) 5 Select Continue Please check the details you have entered are correct To authorise this payment, please enter your online password then select Authorise You will receive confirmation that your payment has been submitted successfully. To print this confirmation screen, use the print icon at the top right-hand side of the screen. 4

17 Scheduled payments This page lists all of your scheduled payments in the one place. Note: Immediate and processed payments will not appear in this list. BPAY payments can only be scheduled up to one year in advance. 3 Once you have logged in, click on the Payments menu tab and select the Scheduled payments drop-down option To filter the scheduled payments list by account, select the From account To filter by date, add in the payment date range you wish to view and click update 4 To reset your search and view all unprocessed scheduled payments, click clear filters next to the payment date range 5 You can change your account view at any time by changing the account under the From account Modify, view or delete the payment. 6 7 View your scheduled payments by clicking on a payment row or select the View option from the Actions button in the far right column You can modify, view or delete scheduled payments using the Actions buttons in the far right column. Note: Modify and delete actions are only available until the cut-off times described in the Payment information document. A hyperlink to this document is provided at the bottom of your screen. For Funds transfers You can only modify the amount, description and date fields. These changes must be authorised prior to the cut-off time indicated. For BPAY payments You can only modify the amount and date fields. These changes must also be authorised prior to the cut-off time provided. 5

18 Payees and billers This screen allows you to manage your saved payee and biller lists in the one place. Payee list Once you have logged in, click on the Payments menu tab and select the Payees and billers drop-down option The payee list contains all your saved payees for the selected account. It is not currently possible to share payees across accounts. Payees will need to be added separately for each account where required. Select the account you wish to view payees for. Add a new payee. Change or delete existing payees. Payees added in this list are restricted to a daily transfer limit of $0,000. If you wish to transfer an amount greater than $0,000, you will need to register the receiving account as a nominated account. 6

19 Adding a payee 3 To add a payee, select the account you wish to add a payee for in the From account drop-down Select the Add payee button in the top right of the screen Enter the account name, BSB and account number. Please check these details carefully before clicking Save. Add in the payee details. Click save when you are finished. Modifying a payee To modify a payee, select the Modify action button in the far right column Change the details that you need to update and select Save. Note: modifying a payee will not impact any transfers or schedules previously saved with the original payee details. To amend saved schedules, you will need to go to the scheduled payments screen. 7

20 Deleting a payee To delete a payee, select the Delete action button in the far right column Check you have selected the correct payee, then click Delete. Note: deleting a payee will not impact any transfers or schedules previously saved with these payee details. To amend or delete saved schedules, go to the scheduled payments screen. Biller list 3 Once you have logged in, select the Payments tab and Payees and billers drop-down Select the Biller list tab The biller list contains your saved billers. These are shared across all your Macquarie Mortgage and Cash accounts. Add a new biller. Change or delete existing billers. Adding a biller 3 To Add a biller, select the Add biller button in the top right of the screen Enter the biller code, customer reference number and bill description Click Save. Note: it is not possible to save variable Customer Reference Numbers (CRN). The CRN field will display as Variable in the biller list for billers using variable CRNs. You will be notified if you attempt to incorrectly save a CRN for these billers. 8

21 Add in the biller details. Click save when you are finished. Modifying a biller To modify a biller, select the Modify button in the far right column Change the details that you need to update and select Save. Note: modifying a biller will not impact any payments or schedules previously saved with the original biller details. To amend saved schedules, go to the scheduled payments screen. Edit the details as required. Click save when you are finished. Deleting a biller To delete a biller, select the Delete button in the far right column Check you have selected the correct biller, the click the Delete button. Note: deleting a biller will not impact any payments or schedules previously saved with these biller details. To amend or delete saved schedules, go to the scheduled payments screen. 9

22 Messages You will receive a payment confirmation message in your Macquarie Online messages inbox every time you authorise a electronic transfer limit funds transfer or BPAY payment transaction. The Home tab will display a counter at the top indicating if you have any new messages in your inbox. To access the message inbox either: Select the Messages menu tab Click on the Messages counter. View your messages inbox. Note: Messages will be automatically deleted after 4 days. For security reasons, payment confirmation messages cannot be deleted until after 4 hours. Messages deleted within 4 hours will remain displayed with a clock symbol until the 4-hour period has elapsed. Any unread messages appear with a closed envelope and read messages will appear with an open envelope. 0

23 For more information, please contact us: Macquarie Cash Management Account Phone Visit macquarie.com.au Except for Macquarie Bank Limited (MBL) (Australian Credit Licence (ACL) 3750) ABN , any Macquarie entity referred to in this document is not an authorised deposit taking institution for the purposes of the Banking Act 959 (Cth). That entity s obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise. This disclaimer applies to this entire document in whole or in part. Document Reference Number: MBL/GC/0/ BKL088 BKL0306 0/3 09/3

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