Upay User Guide.

Transcription

1 Upay User Guide Uniware Systems Ltd 84/85 Riverside 3 Sir Thomas Longley Road Rochester Kent ME2 4BH T: F:

2 Welcome to Upay This guide is aimed to help you to use the Upay website. To launch Upay you will need to navigate to on your internet browser. Please note that to do so you will need to have your Company ID along with your unique User ID: Your Company ID is: 123 Your User ID details are obtainable from the back of your University ID card, being the seven digit alpha/numeric code in the bottom left corner in the form aa999b. If you do not have these details please contact: Once these details are obtained, please click on Create New Account. You will then be prompted to enter your unique User ID, your Company ID and confirm that your name stored correctly. Next you will be asked to enter the address that you wish to use for this account. All future correspondence will be sent to this address, unless you subsequently change it. Once you have completed this step you will receive an detailing your user account details. Please take care when entering the password as spaces count as a character. This password can be changed once you are logged in. To login please click the login button as shown her

3 You will then be presented with a secure page to enter your unique username and password. Please note that if you forget your password, please click on the Forgotten Password link on this page. Once you have entered your registered address a new password will be ed to you. When you log in for the first time, you will automatically be directed to amend your password to something more memorable. Once logged in you will be presented with your account page, branded with your company s details. You will see your menu options on the left hand side of the screen.

4 The first menu heading is Account Balance; by clicking on here you can check your most recent balance. The date and time displayed next to your current balance is the date of your last account activity. Pay As You Go Top Up You will see within the Card Top Up menu that you have a number of ways to top up your account. The first is a pay as you go option, which allows you to select an amount and manually enter your credit\debit card details (please see screenshots below). Please note that after any top up to your account you will receive a confirmation . If this has not been received within one hour please contact [email protected].

5 Auto Top Up Another way to top up your account is using Auto Top Up. This allows you to set a minimum balance; every time that you reach this amount your account will be topped up automatically using your debit\credit card. The amount by which you wish to top up each time is also customisable within the setup. Then select how much you would like to top up by each time. You must then confirm your credit/debit card details before progressing. These details can be amended at any time through the My Account Details screen. You can cancel Auto Top Ups on your account by selecting Auto Top Up from the Account Top Up menu and selecting Disable Auto Top Ups.

6 Top Up Reminders The Top Up Reminder service is designed specifically for Upay account holders who wish to be reminded when their account balance has fallen below a pre-set level, but who wish to have control over whether to top up at that time or not. Please note that you will not be able to use Top Up Reminders if you already have Auto Top Up set up on your Upay account. Firstly, you need to enter a minimum balance at which you will receive an reminder inviting you to top up. You will then be asked set the amount to be credited to your account. Please note that by setting this amount you will not be completing the transaction, merely preparing it for future use. You can cancel Top Up Reminders on your account by selecting Top Up reminders from the Account Top Up menu and selecting Remove Top Up Reminders. My Account Details You can manage all aspects of your Upay account through the My Account Details menu. This includes managing your SMS and Auto Top Up facilities, your saved payment methods, spend limits, changing your personal details and disabling your account if you loose your card.

7 Statements Two types of statements are available within the Statements section. The first is a full statement of your cashless account, including purchases at the till and revalues at both loaders and online. The second statement lists online transactions, giving you only the information on any transactions that have been made through the Upay site. You can request a full statement to be ed to you on a regular basis; this will provide you with a list of your full purchase transactions and all revalues to your account. Please note that all reports from Upay can be exported into different formats; these can be accessed from the drop down list at the top of the page reading Select Format. Support Through the Support menu you can find a copy of the Upay Help Guide, along with information on FAQs. Should these features not resolve your problem, there is also a link to our online support service. Alternatively, you can [email protected]. Upay Feedback We appreciate any feedback received regarding either the Upay site or the service itself. Should you wish to make a comment you can do so by submitting a suggestion via the Upay Feedback menu. Please note that this service should not be used for reporting technical difficulties; instead, please [email protected]. If you need any further assistance regarding Upay please [email protected].