F O R B U S I N E S S

Transcription

1 F O R B U S I N E S S THE CORPORATE INTERNET BANKING USER GUIDE SINGLE SIGNATORY USER

2 SINGLE SIGNATORY USER 1 Login and Change Default Password Forgot Password Forgot Security Answer Look Up Account Balance 5 Look Up Transaction History/Activity Get Statement Transfer Funds Save Beneficiary Function Transaction Receipt Bills Payment 2

3 1 Login and Change Password The username and default password must have been sent and received on the phone number and address registered for this service. Launch the Corporate Internet Banking url, input the received username and default password received. Select five(5) preferred security questions and corresponding security answers and submit. Input your preferred your password to change the default password. You can login with the username and preferred selected password. 3

4 2 Forgot Password Password can be reset/recovered using this function. 1. Launch the Corporate Internet Banking urll and click on Forgot Password 2.Input your username and click on 'Continue', an OTP will be sent to your registered phone number/ . 3. Input the OTP and set your new password. 4

5 3 Forgot Security This function is used to recover forgotten Security Answers. Launch the Corporate Internet Banking url, click on Get Security answer and the security answer will be sent to your address. Retrieve the Security Answer and proceed with login. 5

6 4 Look Up Account Balance After a successful login to the profile, the account number and balances are displayed on the 'DashBoard 6

7 5 Look Up Transaction Look Up Transaction History, Statement and Edit Transaction Limit. Launch the Corporate Internet Banking url, and provide your Username, Password and Security Question. After a successful login to the profile, the account number and balances are displayed on the 'DashBoard', Click on any of Account Cards to view the Statement, transaction History and Increase Transaction Limit. 7

8 6 Get Statement The statement will be processed and sent to your registered Address. To have the statement of account sent to an , click on 'Statement', select the transaction date and click on ' Statement The statement will be processed and sent to your registered Address. 8

9 To view the transaction history, click on 'Transaction History', select the date and search. The record is displayed, and this can be exported as Excel or PDF. To Change/Update Transaction Limit, click on Edit, complete with the desired Limit, Input your PIN and Token, accept the terms and conditions and save 9

10 7 Transfer Funds After a successful login to the profile, Select Transaction. Launch the Corporate Internet Banking url, and provide your Username, Password and Security Answer. Select the Source Account to be debited for the transaction and Select the Transaction Type Send to Self: Transfer within Accounts Send to Wema: Transfer to other Wema Bank Accounts Send to Other Banks: Transfer to other Banks 10

11 Send to Self: Transfer within Accounts Select the Source Account and Select the 'Receiving Account', Enter Amount and Description. Click on 'Proceed' and Select 'Transfer'. Transaction Receipt will be printed at the end of every successful transaction. The option to 'Save Beneficiary' is also available at the end of every successful transaction. Send to Wema: Transfer to other Wema Accounts Select the Source Account and enter the 'Receiving Account', Click on Verify to confirm the account details. Enter Amount, Description PIN and Token to authenticate the transaction. Click on 'Proceed' and Select 'Transfer'. Transaction Receipt will be printed at the end of every successful transaction. The option to 'Save Beneficiary' is also available at the end of every successful transaction. 11

12 Send to Other Banks: Transfer to other bank Accounts Select the Source Account and select 'One-Time Select the beneficiary Institution and enter the 'Receiving Account', Click on Verify to confirm the account details. Enter Amount, Description PIN and Token to authenticate the transaction. Click on 'Proceed' and Select 'Transfer'. Send to Other Banks: Transfer to other bank Accounts Select the Source Account and select 'One-Time Select the beneficiary Institution and enter the 'Receiving Account', Click on Verify to confirm the account details. Enter Amount, Description PIN and Token to authenticate the transaction. Click on 'Proceed' and Select 'Transfer'. Transaction Receipt will be printed at the end of every successful transaction. The option to 'Save Beneficiary' is also available at the end of every successful transaction. 12

13 Send to Saved Beneficiary Select the Source Account and select 'Send to Beneficiary' by clicking on 'One Time' Enter Amount, Description PIN and Token to authenticate the transaction. Click on 'Proceed' and Select 'Transfer'. Send to Multiple Beneficiary. Select 'Multiple Beneficiary Transfer' and select 'Click here to add accounts'. Select the Source account to debit, Select Beneficiary, Enter Amount, Description, for each of the beneficiaries. Enter PIN and Token to authenticate the transaction. Click on 'Proceed' and Select 'Transfer'. Transaction Receipt will be printed at the end of every successful transaction 13

14 Bulk Transfer Select the Source Account and download the template for the bulk upload by Clicking on 'Click here to download bulk template file, Complete the template, save and upload, enter a description, and click on proceed. Enter PIN and Token to authenticate the transaction. Select Transfer. 14

15 Bills and Collections Select the Biller, Select Account to debit and Biller item. Enter Amount(where necessary) and Reference ID, Confirm the entries and authenticate the payment with PIN and Token. 15

16 8 Manage Beneficiary Launch the Corporate Internet Banking url, and provide your Username, Password and Security Question. After a successful login to the profile, Select 'Beneficiary' and select 'Add' Input your preferred your password to change the default password. You can login with the username and preferred selected password. 16

17 Select Beneficiary Type <Account/Card> and Select Bank. Enter Account number and click on verify. Enter an Alias and Save the entry. A beneficiary can be removed by clicking on the 'Delete' icon 17

18 Thank You for more information, please send a mail to purpleconnect@wemabank.com