Mobile PC Branch App for Android Walkthrough

Transcription

1 Mobile PC Branch App for Android Walkthrough Android Main Screen Main Page Select the Contact Us link to see the various ways of getting in touch with DCU Select the Rates link to view rates on all our products Select the Branch/ATM Locator link to find DCU Branches and ATMs If you would like to disable the sounds that play after a transaction is completed, you can press the menu button on your Android and access settings to do this from the Main Page

2 Account Login 1. Enter member number in 1 st text box 2. Enter Password in 2 nd text box 3. If you would like the app to remember your member number, you can select that option. 4. Select Done after inputting this information Account Summary You can view the balance information on all your accounts on this page. Please note, Joint Accounts are listed after all Primary Accounts

3 Account Details After selecting an account from the Account Summary Page, you will be brought to the Account Details page. Here, you will be presented with more information on that account and have the option of viewing Recent Transactions or performing a transfer. Recent Transactions When you select the Recent Transactions link from the Account Details page, you will be shown the history for that account. This page will display the most recent 50 Transactions in the past 90 Days.

4 Transfer From Selecting the Transfer From option on the Account Details page will allow you to choose the Destination Account. Transfer From: Enter Amount Selecting the Destination Account will bring you to the next section where you input the amount of the transfer. You can verify the Source Account and Destination Account by looking beneath the Amount boxes.

5 Verify Transaction Select Yes if everything is correct and select No if any changes need to be made. My Profile You have the ability to update your E mail Address or Phone Numbers. This section can be accessed by selecting the My Profile link on the Main Page once you are logged in to the App.

6 E mail Update Here you can update your e mail address Phone Update Here you can update your phone numbers

7 Bill Payer Bill Payer can be accessed by tapping the Pay Bills box at the bottom of the screen. You can view biller information, as well as schedule, edit or cancel a bill payer payment. Tapping on a biller name from this screen will bring you to the details for that biller Biller Detail Tap the + button in the upper right hand corner to schedule a payment. Tap the account number field to view the biller details. Tap any of the recent or pending payments to view the details of that payment.

8 Add Payment When adding a payment you can input the payment amount, add an optional memo, and select a payment date. Tap on the due by field to enable you to select a payment date. The payment date wheel will pre fill the first available payment date for that biller. Once you have selected a payment date tap Set Add Payment: Set payment Once you have selected the appropriate payment information, tap Set Payment to schedule your bill payer payment.

9 Deleting a pending payment To delete a payment tap and hold the pending payment line and tap ok to confirm. Bill Pay Reminders Reminders that are set up on the desktop version of Bill Payer will be visible on the app.

10 Deposit: Select Account If you would like to deposit a check into your DCU account, select the Deposit box at the bottom of the screen. Select the Destination Account for the Deposit Deposit: Enter Amount Enter the amount of the check. If you are unsure of which account you selected for the deposit, it is displayed in the Deposit To box.

11 Deposit: Capture Front Check Image Press the Green camera button at the center of the screen to begin capturing the Front Check Image Deposit: Capture Front Check Image When taking an image of the check, placing the check on a dark background will help take a better image. Also, please be aware that the app is sensitive to shadows. When you have the check positioned correctly within the green lines, press the Camera Button.

12 Deposit: Capture Front Check Image After capturing the image, verify that the image is clear. Shadows will show up as dark areas on the image. If the image isn t clear, you may need to retake the image. When you have verified the image, press the Next button in the top right corner of the screen. Deposit: Endorse & Capture Back Check Image Endorse the back of the check with the following information: Signature DCU Membership Number Account Number For Deposit Only at Digital Federal Credit Union, via dcu.org, on mm/dd/yyyy Select the Green Camera icon in the center of the screen

13 Deposit: Capture Back Image Follow the same steps for the Front Image with the Back Image Deposit: Capture Back Image Once you have verified that the image is clear, press the Next button in the top right corner of the screen.

14 Deposit: Verify & Submit Deposit If there are any errors with the images, this screen will list those errors. If for any reason you want to delete the deposit without submitting it, select the Delete Deposit link at the bottom of the screen. If everything is clear, press the Submit button in the top right corner of the screen. Deposit: Processing Deposit After pressing the Submit button on the previous screen, the deposit will be processed. This process can take some time so do not become concerned if it is not instantly processed.

15 Deposit: Success If there weren t any image errors, the deposit will be processed and you will presented with this screen. If the item is held for review, you will receive e mail notification when your deposit has been completely processed. Select Done in the top right corner when finished. Deposit: Review If a deposit is being held for review, it can be viewed. Select the link to view the deposit held for review

16 Deposits Held For Review After selecting the link from the previous screen, you will be brought to a listing of all pending deposits. Here you can select the deposit that you would like to review. Deposit: Review The deposit will open as a PDF

17 Messages If you select Messages from the Options Menu at the bottom of the screen, you can view your Message Center messages